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%+0.70 ppPaper & Plastic Packaging Products & Materials0.61%+0.48 ppSpecialty Chemicals0.81%+0.34 ppCommodity Chemicals0.19%+0.19 ppFertilizers & Agricultural Chemicals0.21%+0.13 ppGold0.17%+0.11 ppConstruction Materials0.20%+0.11 ppMetal, Glass & Plastic Containers0.13%+0.08 ppSteel0.08%+0.02 ppCopper0.07%+0.01 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.81%
Industry change · 12M
+0.34 pp
Specialty Chemicals · contribution
+0.339 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $57.0bn | 0.303% | -0.004 pp | +0.158 pp | +27.6% | No |
| PPG Industries → PPG | United States | $28.0bn | 0.149% | +0.000 pp | +0.065 pp | +10.5% | Yes |
| Sherwin-Williams → SHW | United States | $16.9bn | 0.090% | +0.014 pp | +0.045 pp | +21.9% | Yes |
| International Flavors & Fragrances → IFF | United States | $13.1bn | 0.070% | -0.014 pp | +0.035 pp | -9.8% | No |
| LyondellBasell → LYB | United States | $30.0bn | 0.159% | -0.013 pp | +0.032 pp | -8.2% | No |
| Albemarle Corporation → ALB | United States | $7.4bn | 0.039% | -0.001 pp | +0.005 pp | -29.0% | 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.