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 & Materials0.24%-0.03 ppSpecialty Chemicals0.86%-0.02 ppFertilizers & Agricultural Chemicals0.13%+0.02 ppCopper0.15%-0.01 ppConstruction Materials0.19%+0.00 ppIndustrial Gases0.21%-0.00 ppGold0.12%-0.00 ppMetal, Glass & Plastic Containers0.08%-0.00 ppSteel0.12%-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
-0.021 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 |
|---|---|---|---|---|---|---|---|
| PPG Industries → PPG | United States | $25.3bn | 0.153% | -0.018 pp | -0.019 pp | -11.9% | No |
| Ecolab → ECL | United States | $40.5bn | 0.246% | +0.003 pp | +0.019 pp | +2.5% | Yes |
| International Flavors & Fragrances → IFF | United States | $9.8bn | 0.059% | -0.007 pp | -0.008 pp | -16.6% | No |
| LyondellBasell → LYB | United States | $43.1bn | 0.261% | +0.005 pp | -0.008 pp | -6.7% | Yes |
| Albemarle Corporation → ALB | United States | $10.4bn | 0.063% | +0.000 pp | -0.007 pp | -14.9% | No |
| Sherwin-Williams → SHW | United States | $12.7bn | 0.077% | +0.002 pp | +0.003 pp | -1.9% | 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.