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 Gases0.80%+0.69 ppPaper & Plastic Packaging Products & Materials0.60%+0.48 ppSpecialty Chemicals0.79%+0.32 ppCommodity Chemicals0.20%+0.20 ppFertilizers & Agricultural Chemicals0.19%+0.12 ppGold0.17%+0.11 ppConstruction Materials0.18%+0.10 ppMetal, Glass & Plastic Containers0.12%+0.07 ppSteel0.09%+0.02 ppCopper0.07%+0.02 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.79%
Industry change · 12M
+0.32 pp
Specialty Chemicals · contribution
+0.324 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $55.4bn | 0.289% | -0.021 pp | +0.139 pp | +26.7% | No |
| PPG Industries → PPG | United States | $29.6bn | 0.154% | +0.007 pp | +0.069 pp | +21.1% | Yes |
| Sherwin-Williams → SHW | United States | $17.6bn | 0.092% | +0.008 pp | +0.050 pp | +46.8% | Yes |
| LyondellBasell → LYB | United States | $30.1bn | 0.157% | -0.008 pp | +0.041 pp | +5.6% | No |
| International Flavors & Fragrances → IFF | United States | $13.0bn | 0.068% | -0.014 pp | +0.029 pp | -13.7% | No |
| Albemarle Corporation → ALB | United States | $6.4bn | 0.034% | -0.008 pp | -0.003 pp | -37.6% | 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.