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 Gases0.80%+0.58 ppPaper & Plastic Packaging Products & Materials0.20%-0.04 ppSpecialty Chemicals0.84%-0.04 ppCopper0.10%-0.04 ppMetal, Glass & Plastic Containers0.11%+0.03 ppSteel0.10%-0.02 ppGold0.14%+0.01 ppFertilizers & Agricultural Chemicals0.11%-0.01 ppConstruction Materials0.17%+0.00 ppCommodity Chemicals0.00%+0.00 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.84%
Industry change · 12M
-0.04 pp
Specialty Chemicals · contribution
-0.043 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $32.7bn | 0.182% | +0.072 pp | -0.073 pp | -13.1% | Yes |
| Ecolab → ECL | United States | $53.0bn | 0.295% | +0.145 pp | +0.038 pp | +28.6% | Yes |
| Albemarle Corporation → ALB | United States | $7.9bn | 0.044% | +0.016 pp | -0.022 pp | -21.4% | Yes |
| International Flavors & Fragrances → IFF | United States | $14.7bn | 0.082% | +0.032 pp | +0.013 pp | -0.3% | Yes |
| PPG Industries → PPG | United States | $27.7bn | 0.155% | +0.071 pp | -0.008 pp | +12.9% | Yes |
| Sherwin-Williams → SHW | United States | $14.0bn | 0.078% | +0.035 pp | +0.008 pp | +24.8% | 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.