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
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 Specialty Chemicals
Specialty Chemicals · weight
0.78%
Industry change · 12M
+0.29 pp
Specialty Chemicals · contribution
+0.293 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
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| Ecolab → ECL | United States | $53.8bn | 0.271% | -0.052 pp | +0.117 pp | +17.5% | No |
| PPG Industries → PPG | United States | $30.5bn | 0.153% | +0.011 pp | +0.066 pp | +19.9% | Yes |
| Sherwin-Williams → SHW | United States | $17.9bn | 0.090% | +0.002 pp | +0.046 pp | +38.8% | Yes |
| LyondellBasell → LYB | United States | $30.9bn | 0.155% | +0.014 pp | +0.037 pp | +5.4% | No |
| International Flavors & Fragrances → IFF | United States | $15.1bn | 0.076% | +0.012 pp | +0.026 pp | +2.0% | Yes |
| Albemarle Corporation → ALB | United States | $6.9bn | 0.035% | -0.001 pp | +0.001 pp | -30.9% | 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.