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
Specialty Chemicals0.85%-0.03 ppPaper & Plastic Packaging Products & Materials0.24%-0.03 ppConstruction Materials0.16%-0.02 ppCopper0.14%-0.02 ppFertilizers & Agricultural Chemicals0.13%+0.02 ppGold0.11%-0.01 ppMetal, Glass & Plastic Containers0.08%+0.00 ppSteel0.12%+0.00 ppIndustrial Gases0.21%-0.00 ppCommodity Chemicals0.00%+0.00 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.13%
Industry change · 12M
+0.02 pp
Fertilizers & Agricultural Chemicals · contribution
+0.017 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 |
|---|---|---|---|---|---|---|---|
| Mosaic Company (The) → MOS | United States | $11.6bn | 0.068% | +0.004 pp | +0.013 pp | +10.5% | Yes |
| CF Industries → CF | United States | $10.4bn | 0.060% | +0.005 pp | +0.004 pp | +6.3% | 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.