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

Communication Services5.2%+1.94 ppMaterials2.8%+0.73 ppInformation Technology17.9%+0.59 ppUtilities3.7%+0.30 ppReal Estate3.7%+0.26 ppConsumer Discretionary7.1%+0.24 ppConsumer Staples8.9%+0.13 ppIndustrials14.4%-0.54 ppHealth Care16.3%-0.95 ppEnergy3.8%-1.22 ppFinancials16.3%-1.49 pp

2 · Industry

Inside Materials

Industrial Gases0.82%+0.61 ppCommodity Chemicals0.19%+0.19 ppPaper & Plastic Packaging Products & Materials0.19%-0.05 ppCopper0.09%-0.05 ppMetal, Glass & Plastic Containers0.13%+0.05 ppGold0.16%+0.05 ppSteel0.09%-0.04 ppConstruction Materials0.18%+0.02 ppSpecialty Chemicals0.83%-0.02 ppFertilizers & Agricultural Chemicals0.11%-0.02 pp

3 · Sub-industry

Inside Industrial Gases

Industrial Gases0.82%+0.610 pp
Concentrated

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

View all contributions →
Industrial Gases · weight
0.82%
Industry change · 12M
+0.61 pp
Industrial Gases · contribution
+0.610 pp
Company participation
50%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Linde plc →
LIN
United States$103.8bn0.552%+0.005 pp+0.552 pp+16.5%No
Air Products →
APD
United States$50.3bn0.268%+0.015 pp+0.058 pp+42.5%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.