Observatory · observe first

Follow the allocation change

Matched S&P 500 members → sector → industry → sub-industry → company. Each step uses the same percentage points.

Historical time machine

Historical observation

20182026

Universe›Communication Services›Advertising›Advertising

1 · Sector

Weight and 12M allocation change

Information Technology41.0%+4.61 pp Industrials10.3%+0.34 pp Energy2.4%+0.09 pp Materials2.1%-0.14 pp Utilities2.5%-0.22 pp Real Estate2.0%-0.28 pp Consumer Discretionary11.2%-0.41 pp Health Care10.4%-0.48 pp Communication Services2.2%-0.51 pp Consumer Staples5.7%-1.01 pp Financials10.3%-1.99 pp

2 · Industry

Inside Communication Services

Integrated Telecommunication Services0.56%-0.29 pp Wireless Telecommunication Services0.32%-0.27 pp Cable & Satellite0.15%-0.23 pp Movies & Entertainment0.91%+0.23 pp Broadcasting0.12%+0.06 pp Interactive Home Entertainment0.08%-0.01 pp Advertising0.04%+0.01 pp

3 · Sub-industry

Inside Advertising

Advertising0.04%+0.006 pp

Concentrated

Most of this industry's gains came from a few companies.

View all contributions →

Advertising · weight

0.04%

Industry change · 12M

+0.01 pp

Advertising · contribution

+0.006 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jun 2026 · sorted by absolute contribution to 12-month change

Company	Country	Market cap	Universe weight	3M contribution	12M contribution	12M price return	Above 6M weight average
Omnicom Group → OMC	United States	$20.8bn	0.036%	+0.002 pp	+0.006 pp	+5.3%	Yes

Company contributions use weights among matched S&P 500 members and add through each level without rescaling. Companies without matched shares and prices are omitted. These observations do not establish official index weights or actual fund flows.