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
Universe›Materials›Industrial Gases›Industrial Gases

1 · Sector

Weight and 12M allocation change

Health Care17.9%+1.29 ppInformation Technology17.9%+0.79 ppUtilities3.9%+0.52 ppMaterials2.5%+0.42 ppReal Estate3.8%+0.41 ppCommunication Services3.6%+0.24 ppConsumer Discretionary7.2%+0.13 ppConsumer Staples9.1%-0.01 ppEnergy4.4%-0.26 ppIndustrials13.8%-1.36 ppFinancials16.0%-2.17 pp

2 · Industry

Inside Materials

Industrial Gases0.79%+0.58 ppCopper0.11%-0.05 ppSpecialty Chemicals0.83%-0.05 ppPaper & Plastic Packaging Products & Materials0.21%-0.04 ppMetal, Glass & Plastic Containers0.11%+0.03 ppGold0.11%-0.02 ppSteel0.10%-0.02 ppConstruction Materials0.16%-0.01 ppFertilizers & Agricultural Chemicals0.11%+0.00 ppCommodity Chemicals0.00%+0.00 pp

3 · Sub-industry

Inside Industrial Gases

Industrial Gases0.79%+0.578 pp
Concentrated

Most of this industry's gains came from a few companies.

View all contributions →
Industrial Gases · weight
0.79%
Industry change · 12M
+0.58 pp
Industrial Gases · contribution
+0.578 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 2019 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Linde plc →
LIN
United States$95.9bn0.551%+0.243 pp+0.551 pp+24.5%Yes
Air Products →
APD
United States$41.9bn0.241%+0.115 pp+0.027 pp+23.3%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.