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
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Materials
Copper0.14%-0.03 ppPaper & Plastic Packaging Products & Materials0.25%-0.02 ppConstruction Materials0.17%-0.02 ppMetal, Glass & Plastic Containers0.09%+0.01 ppIndustrial Gases0.22%+0.01 ppFertilizers & Agricultural Chemicals0.12%+0.01 ppGold0.13%+0.01 ppSpecialty Chemicals0.88%-0.00 ppSteel0.12%-0.00 ppCommodity Chemicals0.00%+0.00 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.88%
Industry change · 12M
-0.00 pp
Specialty Chemicals · contribution
-0.002 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 2018 · 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 |
|---|---|---|---|---|---|---|---|
| Ecolab → ECL | United States | $41.8bn | 0.257% | +0.030 pp | +0.030 pp | +5.5% | Yes |
| LyondellBasell → LYB | United States | $41.5bn | 0.255% | -0.015 pp | -0.015 pp | -11.0% | No |
| PPG Industries → PPG | United States | $26.5bn | 0.163% | -0.010 pp | -0.010 pp | -10.5% | No |
| Albemarle Corporation → ALB | United States | $10.7bn | 0.066% | -0.004 pp | -0.004 pp | -12.8% | No |
| Sherwin-Williams → SHW | United States | $11.5bn | 0.070% | -0.004 pp | -0.004 pp | -11.7% | No |
| International Flavors & Fragrances → IFF | United States | $11.1bn | 0.069% | +0.001 pp | +0.001 pp | -5.5% | 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.