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
Industrial Gases0.78%+0.57 ppPaper & Plastic Packaging Products & Materials0.21%-0.06 ppCopper0.11%-0.05 ppSpecialty Chemicals0.83%-0.03 ppMetal, Glass & Plastic Containers0.11%+0.02 ppSteel0.11%-0.02 ppConstruction Materials0.15%-0.02 ppGold0.11%-0.02 ppFertilizers & Agricultural Chemicals0.12%+0.01 ppCommodity Chemicals0.00%+0.00 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.83%
Industry change · 12M
-0.03 pp
Specialty Chemicals · contribution
-0.027 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 | $31.7bn | 0.184% | +0.065 pp | -0.072 pp | -17.9% | Yes |
| Ecolab → ECL | United States | $48.8bn | 0.283% | +0.129 pp | +0.057 pp | +31.0% | Yes |
| PPG Industries → PPG | United States | $26.4bn | 0.153% | +0.066 pp | -0.015 pp | +1.3% | Yes |
| International Flavors & Fragrances → IFF | United States | $13.6bn | 0.079% | +0.029 pp | +0.012 pp | -7.8% | Yes |
| Albemarle Corporation → ALB | United States | $9.7bn | 0.056% | +0.022 pp | -0.011 pp | -7.8% | Yes |
| Sherwin-Williams → SHW | United States | $13.4bn | 0.078% | +0.034 pp | +0.002 pp | +8.8% | 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.