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›Movies & Entertainment›Movies & Entertainment

1 · Sector

Weight and 12M allocation change

Information Technology39.9%+2.38 pp Energy2.7%+0.38 pp Health Care10.6%+0.37 pp Materials2.0%-0.11 pp Industrials9.9%-0.12 pp Real Estate2.1%-0.17 pp Communication Services2.2%-0.23 pp Utilities2.5%-0.34 pp Consumer Discretionary11.3%-0.38 pp Consumer Staples5.9%-0.60 pp Financials10.9%-1.19 pp

2 · Industry

Inside Communication Services

Movies & Entertainment0.90%+0.27 pp Wireless Telecommunication Services0.32%-0.24 pp Integrated Telecommunication Services0.62%-0.18 pp Cable & Satellite0.15%-0.13 pp Broadcasting0.12%+0.05 pp Advertising0.04%+0.01 pp Interactive Home Entertainment0.08%-0.00 pp

3 · Sub-industry

Inside Movies & Entertainment

Movies & Entertainment0.90%+0.271 pp

Concentrated

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

View all contributions →

Movies & Entertainment · weight

0.90%

Industry change · 12M

+0.27 pp

Movies & Entertainment · contribution

+0.271 pp

Company participation

50%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 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
Netflix → NFLX	United States	$298.6bn	0.521%	-0.014 pp	+0.417 pp	-38.1%	No
Walt Disney Company (The) → DIS	United States	$167.0bn	0.292%	+0.042 pp	-0.160 pp	-18.1%	Yes
Paramount Skydance Corporation → PSKY	United States	$8.5bn	0.015%	+0.000 pp	+0.015 pp	-35.6%	No
Live Nation Entertainment → LYV	United States	$41.0bn	0.072%	+0.021 pp	-0.001 pp	+17.9%	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.