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 Chemicals0.47%-0.42 ppIndustrial Gases0.42%+0.21 ppPaper & Plastic Packaging Products & Materials0.12%-0.15 ppCopper0.06%-0.11 ppConstruction Materials0.08%-0.10 ppGold0.06%-0.06 ppSteel0.06%-0.06 ppFertilizers & Agricultural Chemicals0.07%-0.04 ppMetal, Glass & Plastic Containers0.06%-0.02 ppCommodity Chemicals0.00%+0.00 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.47%
Industry change · 12M
-0.42 pp
Specialty Chemicals · contribution
-0.415 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2019 · 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 | $33.4bn | 0.110% | -0.006 pp | -0.160 pp | -24.6% | No |
| PPG Industries → PPG | United States | $25.3bn | 0.083% | -0.002 pp | -0.089 pp | -9.7% | No |
| Ecolab → ECL | United States | $45.7bn | 0.151% | +0.001 pp | -0.076 pp | +16.2% | Yes |
| Albemarle Corporation → ALB | United States | $8.6bn | 0.028% | -0.008 pp | -0.042 pp | -26.6% | No |
| Sherwin-Williams → SHW | United States | $13.2bn | 0.043% | +0.002 pp | -0.031 pp | +1.9% | No |
| International Flavors & Fragrances → IFF | United States | $15.1bn | 0.050% | +0.011 pp | -0.018 pp | -3.6% | 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.