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 Gases0.82%+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 Specialty Chemicals
Specialty Chemicals · weight
0.83%
Industry change · 12M
-0.02 pp
Specialty Chemicals · contribution
-0.020 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
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| LyondellBasell → LYB | United States | $31.0bn | 0.165% | -0.017 pp | -0.088 pp | -21.0% | No |
| Ecolab → ECL | United States | $58.1bn | 0.309% | +0.014 pp | +0.073 pp | +44.9% | Yes |
| International Flavors & Fragrances → IFF | United States | $15.4bn | 0.082% | -0.000 pp | +0.021 pp | +10.8% | Yes |
| Albemarle Corporation → ALB | United States | $7.7bn | 0.041% | -0.003 pp | -0.020 pp | -21.3% | No |
| PPG Industries → PPG | United States | $27.7bn | 0.148% | -0.007 pp | -0.009 pp | +7.9% | No |
| Sherwin-Williams → SHW | United States | $15.8bn | 0.084% | +0.006 pp | +0.004 pp | +17.5% | 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.