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›Materials›Industrial Gases›Industrial Gases

1 · Sector

Weight and 12M allocation change

Information Technology17.1%+1.04 ppUtilities3.4%+0.20 ppReal Estate3.4%+0.14 ppMaterials2.1%-0.03 ppConsumer Discretionary7.0%-0.06 ppEnergy4.6%-0.08 ppCommunication Services3.4%-0.08 ppHealth Care16.6%-0.13 ppConsumer Staples9.1%-0.27 ppFinancials18.1%-0.33 ppIndustrials15.2%-0.39 pp

2 · Industry

Inside Materials

Paper & Plastic Packaging Products & Materials0.25%-0.02 ppConstruction Materials0.17%-0.01 ppMetal, Glass & Plastic Containers0.09%+0.01 ppSpecialty Chemicals0.87%-0.01 ppCopper0.16%-0.00 ppGold0.13%+0.00 ppIndustrial Gases0.21%+0.00 ppSteel0.12%-0.00 ppFertilizers & Agricultural Chemicals0.11%+0.00 ppCommodity Chemicals0.00%+0.00 pp

3 · Sub-industry

Inside Industrial Gases

Industrial Gases0.21%+0.003 pp
Concentrated

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

View all contributions →
Industrial Gases · weight
0.21%
Industry change · 12M
+0.00 pp
Industrial Gases · contribution
+0.003 pp
Company participation
50%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 2018 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Air Products →
APD
United States$34.8bn0.214%+0.003 pp+0.003 pp-4.9%Yes
Linde plc →
LIN
United States$0.0bn0.000%-0.000 pp-0.000 pp-10.2%No

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.