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 Gases0.83%+0.71 ppSpecialty Chemicals0.79%+0.31 ppCommodity Chemicals0.17%+0.17 ppFertilizers & Agricultural Chemicals0.22%+0.14 ppGold0.18%+0.12 ppConstruction Materials0.19%+0.10 ppMetal, Glass & Plastic Containers0.15%+0.10 ppPaper & Plastic Packaging Products & Materials0.18%+0.06 ppSteel0.08%+0.02 ppCopper0.07%+0.01 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.79%
Industry change · 12M
+0.31 pp
Specialty Chemicals · contribution
+0.313 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 |
|---|---|---|---|---|---|---|---|
| Ecolab → ECL | United States | $59.4bn | 0.323% | +0.014 pp | +0.183 pp | +38.6% | Yes |
| PPG Industries → PPG | United States | $26.2bn | 0.142% | -0.001 pp | +0.056 pp | +2.0% | No |
| Sherwin-Williams → SHW | United States | $16.2bn | 0.088% | +0.013 pp | +0.042 pp | +16.7% | Yes |
| International Flavors & Fragrances → IFF | United States | $11.7bn | 0.064% | -0.020 pp | +0.030 pp | -13.9% | No |
| Albemarle Corporation → ALB | United States | $6.5bn | 0.036% | -0.003 pp | +0.002 pp | -34.3% | No |
| LyondellBasell → LYB | United States | $25.9bn | 0.141% | -0.019 pp | -0.001 pp | -28.2% | No |
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.