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 Specialty Chemicals
Specialty Chemicals · weight
0.85%
Industry change · 12M
-0.03 pp
Specialty Chemicals · contribution
-0.033 pp
Company participation
17%
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 |
|---|---|---|---|---|---|---|---|
| LyondellBasell → LYB | United States | $43.4bn | 0.253% | -0.001 pp | -0.016 pp | -5.9% | No |
| PPG Industries → PPG | United States | $26.8bn | 0.156% | -0.006 pp | -0.016 pp | -6.0% | No |
| Ecolab → ECL | United States | $40.6bn | 0.237% | -0.020 pp | +0.010 pp | +2.8% | No |
| Albemarle Corporation → ALB | United States | $10.4bn | 0.061% | -0.005 pp | -0.009 pp | -15.0% | No |
| International Flavors & Fragrances → IFF | United States | $10.5bn | 0.061% | -0.007 pp | -0.007 pp | -10.7% | No |
| Sherwin-Williams → SHW | United States | $13.7bn | 0.080% | +0.010 pp | +0.006 pp | +6.1% | 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.