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 Technology17.9%+7.83 ppFinancials16.1%+6.61 ppHealth Care16.1%+6.02 ppIndustrials13.5%+5.47 ppConsumer Staples9.2%+4.37 ppCommunication Services5.3%+3.38 ppMaterials3.3%+2.18 ppUtilities4.0%+2.09 ppReal Estate3.9%+2.04 ppEnergy3.6%+0.96 ppConsumer Discretionary7.1%-40.93 pp

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 Industrial Gases

Industrial Gases0.82%+0.699 pp
Concentrated

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

View all contributions →
Industrial Gases · weight
0.82%
Industry change · 12M
+0.70 pp
Industrial Gases · contribution
+0.699 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Linde plc →
LIN
United States$104.7bn0.556%-0.031 pp+0.556 pp+22.9%No
Air Products →
APD
United States$48.9bn0.260%-0.009 pp+0.143 pp+36.0%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.