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 Chemicals0.48%-0.40 ppIndustrial Gases0.43%+0.22 ppPaper & Plastic Packaging Products & Materials0.11%-0.16 ppCopper0.05%-0.11 ppConstruction Materials0.09%-0.10 ppSteel0.06%-0.06 ppGold0.07%-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
0.48%
Industry change · 12M
-0.40 pp
Specialty Chemicals · contribution
-0.403 pp
Company participation
17%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $31.9bn | 0.114% | -0.013 pp | -0.156 pp | -27.9% | No |
| PPG Industries → PPG | United States | $24.5bn | 0.088% | +0.004 pp | -0.085 pp | -12.4% | No |
| Ecolab → ECL | United States | $42.6bn | 0.152% | +0.008 pp | -0.075 pp | +8.2% | No |
| Albemarle Corporation → ALB | United States | $8.2bn | 0.029% | -0.005 pp | -0.041 pp | -30.0% | No |
| Sherwin-Williams → SHW | United States | $12.3bn | 0.044% | -0.001 pp | -0.030 pp | -4.9% | No |
| International Flavors & Fragrances → IFF | United States | $14.3bn | 0.051% | +0.016 pp | -0.017 pp | -8.7% | 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.