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 Chemicals0.49%-0.39 ppIndustrial Gases0.41%+0.20 ppPaper & Plastic Packaging Products & Materials0.12%-0.15 ppCopper0.06%-0.10 ppConstruction Materials0.09%-0.10 ppGold0.06%-0.07 ppSteel0.06%-0.06 ppFertilizers & Agricultural Chemicals0.08%-0.03 ppMetal, Glass & Plastic Containers0.06%-0.02 ppCommodity Chemicals0.00%+0.00 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.49%
Industry change · 12M
-0.39 pp
Specialty Chemicals · contribution
-0.393 pp
Company participation
17%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $35.8bn | 0.119% | -0.023 pp | -0.151 pp | -20.0% | No |
| PPG Industries → PPG | United States | $26.2bn | 0.087% | +0.001 pp | -0.085 pp | -6.3% | No |
| Ecolab → ECL | United States | $46.4bn | 0.154% | +0.014 pp | -0.073 pp | +17.5% | No |
| Albemarle Corporation → ALB | United States | $10.2bn | 0.034% | +0.001 pp | -0.036 pp | -12.8% | No |
| Sherwin-Williams → SHW | United States | $13.2bn | 0.044% | -0.002 pp | -0.030 pp | +2.5% | No |
| International Flavors & Fragrances → IFF | United States | $15.1bn | 0.050% | +0.017 pp | -0.018 pp | -4.3% | 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.