Universe›Communication Services›Interactive Home Entertainment
Observatory · observe first

Interactive Home Entertainment

Interactive Home Entertainment is gaining market weight. Gained weight for 1 consecutive month.

Historical time machine
Historical observation
20182026
Gaining steadilyConcentrated

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

Universe weight
0.09%
$0.04T
12-month change
+0.04 pp
6-month change
+0.02 pp
3-month change
+0.01 pp
Company participation
100%
above their 6M weight average

Where did the weight change come from?

12-month contribution in universe percentage points · contributions add to the industry change

Company attribution
All other companies+0.000 pp
Industry total+0.043 pp

The three largest same-direction contributors explain 100% of gross gains. Opposing contributions can make an individual company’s change larger than the industry’s net change.

How has it moved through history?

Share of matched S&P 500 members

Jul 2020 – Jun 2025 · market weight (%)

0.00.00.120212022202320242025

Relative performance

Industry return versus ACWI · no future data shown

8712616520212022202320242025

Is participation broad or concentrated?

Actual constituent counts at this date, not the legacy synthetic breadth proxy

Above their 3M universe-weight average0%
Above their 6M universe-weight average100%
Above their 12M universe-weight average100%
Top 5 share of current industry market cap100.0%

This is size concentration, not contribution to the 12-month change. The attribution above measures the latter.

Evidence can disagree

Independent dimensions · no combined score or bullish/bearish verdict

Allocation · 12M+0.04 pp
Relative strength · 12M+34.3%
Price index return · 12M+56.2%
Earnings revisions · unavailable0.0
Allocation gained weight while relative performance rose. At least half of constituents are above their 6M weight average. These observations need not agree.
Other evidence and availability

Valuation data: unavailable; shown as zero placeholder.

Attention data: unavailable; shown as zero placeholder.

Actual fund flows: unavailable. No ETF, mutual-fund or institutional flow feed is connected.

Volume / turnover: unavailable in this dataset.

Follow the contribution to individual companies

Sorted by absolute 12-month weight contribution, not investment merit

CompanySub-industryCountryUniverse weight12M contribution12M price returnRevisions
Take-Two Interactive →
TTWO
Interactive Home EntertainmentUnited States0.093%+0.043 pp+56.2%0.0
Underlying monthly industry observations
MonthWeight1M change3M change6M change12M changeRelative return · 12M
Jun 20250.093%+0.002 pp+0.006 pp+0.020 pp+0.043 pp+34.3%
May 20250.091%-0.008 pp+0.007 pp+0.018 pp+0.038 pp+24.6%
Apr 20250.099%+0.012 pp+0.026 pp+0.032 pp+0.028 pp+45.8%
Mar 20250.087%+0.003 pp+0.014 pp+0.024 pp+0.017 pp+29.8%
Feb 20250.084%+0.011 pp+0.011 pp+0.015 pp+0.012 pp+25.2%
Jan 20250.072%-0.001 pp+0.006 pp+0.026 pp-0.011 pp-6.9%
Dec 20240.073%+0.000 pp+0.011 pp+0.023 pp-0.008 pp-2.6%
Nov 20240.073%+0.006 pp+0.005 pp+0.020 pp-0.011 pp-5.8%
Oct 20240.067%+0.004 pp+0.020 pp-0.004 pp-0.011 pp-8.7%
Sep 20240.063%-0.006 pp+0.013 pp-0.008 pp-0.017 pp-16.9%
Aug 20240.068%+0.022 pp+0.016 pp-0.003 pp-0.008 pp-7.8%
Jul 20240.046%-0.004 pp-0.024 pp-0.037 pp-0.010 pp-15.8%
Jun 20240.050%-0.003 pp-0.020 pp-0.032 pp-0.008 pp-11.4%
May 20240.053%-0.018 pp-0.019 pp-0.031 pp-0.005 pp-5.8%
Apr 20240.071%+0.000 pp-0.013 pp-0.007 pp-0.000 pp-1.8%
Mar 20240.070%-0.002 pp-0.011 pp-0.009 pp+0.002 pp+1.0%
Feb 20240.072%-0.012 pp-0.012 pp-0.005 pp+0.007 pp+8.8%
Jan 20240.083%+0.002 pp+0.006 pp+0.027 pp+0.018 pp+27.7%
Dec 20230.082%-0.002 pp+0.002 pp+0.024 pp+0.019 pp+26.4%
Nov 20230.084%+0.007 pp+0.007 pp+0.026 pp+0.024 pp+34.5%
Oct 20230.077%-0.002 pp+0.021 pp+0.006 pp+0.007 pp+2.0%
Sep 20230.080%+0.003 pp+0.022 pp+0.011 pp+0.008 pp+6.6%
Aug 20230.077%+0.021 pp+0.019 pp+0.012 pp+0.004 pp+1.5%
Jul 20230.056%-0.001 pp-0.014 pp-0.009 pp+0.004 pp+2.3%
Jun 20230.058%+0.000 pp-0.011 pp-0.005 pp+0.002 pp+3.2%
May 20230.058%-0.013 pp-0.007 pp-0.003 pp+0.006 pp+9.4%
Apr 20230.071%+0.002 pp+0.006 pp+0.001 pp+0.021 pp+1.3%
Mar 20230.069%+0.004 pp+0.006 pp-0.003 pp+0.009 pp-16.5%
Feb 20230.065%-0.000 pp+0.005 pp-0.008 pp+0.000 pp-26.2%
Jan 20230.065%+0.002 pp-0.005 pp+0.012 pp+0.002 pp-24.6%
Dec 20220.063%+0.003 pp-0.008 pp+0.008 pp-0.003 pp-28.2%
Nov 20220.060%-0.010 pp-0.013 pp+0.008 pp-0.004 pp-28.3%
Oct 20220.070%-0.001 pp+0.017 pp+0.020 pp-0.000 pp-18.3%
Sep 20220.071%-0.002 pp+0.016 pp+0.012 pp+0.008 pp-10.9%
Aug 20220.073%+0.020 pp+0.021 pp+0.008 pp+0.010 pp-9.5%
Jul 20220.053%-0.002 pp+0.003 pp-0.011 pp-0.016 pp-14.7%
Jun 20220.055%+0.003 pp-0.005 pp-0.010 pp-0.017 pp-18.1%
May 20220.052%+0.002 pp-0.013 pp-0.013 pp-0.025 pp-28.0%
Apr 20220.050%-0.010 pp-0.013 pp-0.021 pp-0.023 pp-27.6%
Mar 20220.060%-0.005 pp-0.006 pp-0.003 pp+0.020 pp-18.5%
Feb 20220.065%+0.002 pp+0.000 pp+0.002 pp+0.022 pp-18.4%
Jan 20220.063%-0.002 pp-0.007 pp-0.005 pp+0.008 pp-28.3%
Dec 20210.066%+0.001 pp+0.003 pp-0.007 pp-0.031 pp-27.9%
Nov 20210.065%-0.006 pp+0.002 pp-0.012 pp-0.024 pp-23.1%
Oct 20210.070%+0.007 pp+0.002 pp-0.003 pp-0.013 pp-14.6%
Sep 20210.063%+0.000 pp-0.009 pp+0.023 pp+0.063 pp-26.5%
Aug 20210.063%-0.006 pp-0.014 pp+0.020 pp+0.063 pp-26.8%
Jul 20210.069%-0.004 pp-0.004 pp+0.014 pp+0.069 pp-20.8%
Jun 20210.072%-0.005 pp+0.032 pp-0.024 pp+0.072 pp-9.0%
May 20210.077%+0.004 pp+0.034 pp-0.011 pp+0.077 pp-3.8%
Apr 20210.073%+0.033 pp+0.018 pp-0.011 pp-0.004 pp-1.2%
Mar 20210.040%-0.003 pp-0.057 pp+0.040 pp+0.040 pp-3.6%
Feb 20210.042%-0.013 pp-0.046 pp+0.042 pp+0.042 pp+31.9%
Jan 20210.055%-0.042 pp-0.029 pp+0.055 pp-0.014 pp+36.7%
Dec 20200.097%+0.009 pp+0.097 pp+0.097 pp+0.029 pp+45.9%
Nov 20200.088%+0.004 pp+0.088 pp+0.088 pp+0.019 pp+29.4%
Oct 20200.084%+0.084 pp+0.084 pp+0.007 pp+0.013 pp+22.3%
Sep 20200.000%-0.000 pp+0.000 pp+0.000 pp-0.075 pp+19.2%
Aug 20200.000%+0.000 pp+0.000 pp+0.000 pp-0.081 pp+11.3%
Jul 20200.000%+0.000 pp-0.077 pp-0.070 pp-0.073 pp+24.6%
How are these descriptive states defined?

Gaining / losing: 12-month weight change above +0.005pp / below −0.005pp. Direction and speed are separate dimensions, not mutually exclusive recommendations.

Accelerating / slowing: compare the most recent 3M change with the preceding 3M change. Accelerating means a positive change speeds up by >0.02pp. Slowing means the magnitude of movement declines by >0.02pp. A falling industry can also slow.

Reversing: the last two 3M changes have opposite signs, outside a ±0.005pp tolerance. Persistence counts consecutive same-direction monthly changes.

Broad / concentrated: company attribution, not a market-cap concentration shortcut. Concentrated means the three largest same-direction contributors account for ≥70% of gross same-direction changes; otherwise broad requires ≥60% of constituents moving with the industry. Other cases are mixed.

Weights use matched S&P 500 members’ market-cap estimates, based on SEC-reported shares available by each month-end and monthly closing prices. Companies without a matched price or share record are omitted, so the denominator is the matched sample rather than every index member. These are not official float-adjusted S&P weights. Flow is not measured.