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

Information Technology18.5%+1.48 ppMaterials2.6%+0.47 ppConsumer Staples9.0%+0.44 ppUtilities3.8%+0.36 ppReal Estate3.7%+0.31 ppCommunication Services3.5%+0.30 ppConsumer Discretionary7.3%+0.14 ppHealth Care16.9%+0.03 ppEnergy4.1%-0.93 ppIndustrials13.9%-1.13 ppFinancials16.8%-1.46 pp

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 Industrial Gases

Industrial Gases0.80%+0.581 pp
Concentrated

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

View all contributions →
Industrial Gases · weight
0.80%
Industry change · 12M
+0.58 pp
Industrial Gases · contribution
+0.581 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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Linde plc →
LIN
United States$98.2bn0.547%+0.251 pp+0.547 pp+20.7%Yes
Air Products →
APD
United States$45.3bn0.252%+0.133 pp+0.034 pp+30.2%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.