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 Technology18.1%+8.41 ppFinancials16.5%+6.93 ppHealth Care16.8%+6.27 ppIndustrials13.7%+6.24 ppConsumer Staples8.8%+3.60 ppCommunication Services5.3%+3.22 ppMaterials3.2%+1.80 ppUtilities3.7%+1.59 ppReal Estate3.6%+1.58 ppEnergy3.4%+1.00 ppConsumer Discretionary7.0%-40.65 pp

2 · Industry

Inside Materials

Paper & Plastic Packaging Products & Materials0.61%+0.50 ppIndustrial Gases0.82%+0.41 ppSpecialty Chemicals0.78%+0.29 ppCommodity Chemicals0.20%+0.20 ppFertilizers & Agricultural Chemicals0.19%+0.11 ppGold0.16%+0.10 ppConstruction Materials0.18%+0.09 ppMetal, Glass & Plastic Containers0.11%+0.05 ppCopper0.08%+0.03 ppSteel0.09%+0.02 pp

3 · Sub-industry

Inside Industrial Gases

Industrial Gases0.82%+0.412 pp
Concentrated

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

View all contributions →
Industrial Gases · weight
0.82%
Industry change · 12M
+0.41 pp
Industrial Gases · contribution
+0.412 pp
Company participation
50%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Linde plc →
LIN
United States$110.8bn0.558%+0.003 pp+0.267 pp+32.3%No
Air Products →
APD
United States$52.1bn0.262%-0.008 pp+0.145 pp+50.4%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.