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
Paper & Plastic Packaging Products & Materials0.25%-0.02 ppSpecialty Chemicals0.86%-0.02 ppCopper0.15%-0.01 ppFertilizers & Agricultural Chemicals0.12%+0.01 ppIndustrial Gases0.21%+0.00 ppConstruction Materials0.19%+0.00 ppGold0.13%+0.00 ppSteel0.12%+0.00 ppMetal, Glass & Plastic Containers0.08%+0.00 ppCommodity Chemicals0.00%+0.00 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.86%
Industry change · 12M
-0.02 pp
Specialty Chemicals · contribution
-0.019 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $41.1bn | 0.250% | +0.024 pp | +0.023 pp | +3.9% | Yes |
| PPG Industries → PPG | United States | $25.2bn | 0.153% | -0.015 pp | -0.019 pp | -14.3% | No |
| International Flavors & Fragrances → IFF | United States | $9.6bn | 0.058% | -0.008 pp | -0.009 pp | -18.3% | No |
| Albemarle Corporation → ALB | United States | $10.4bn | 0.063% | -0.004 pp | -0.008 pp | -16.0% | No |
| LyondellBasell → LYB | United States | $44.0bn | 0.267% | +0.011 pp | -0.003 pp | -5.6% | Yes |
| Sherwin-Williams → SHW | United States | $11.8bn | 0.072% | -0.004 pp | -0.002 pp | -8.7% | 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.