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 & Materials0.62%+0.51 ppIndustrial Gases0.82%+0.38 ppSpecialty Chemicals0.78%+0.30 ppCommodity Chemicals0.20%+0.20 ppFertilizers & Agricultural Chemicals0.20%+0.12 ppGold0.17%+0.11 ppConstruction Materials0.18%+0.09 ppMetal, Glass & Plastic Containers0.10%+0.05 ppCopper0.09%+0.04 ppSteel0.08%+0.03 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.78%
Industry change · 12M
+0.30 pp
Specialty Chemicals · contribution
+0.298 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $55.6bn | 0.273% | -0.030 pp | +0.121 pp | +32.3% | No |
| PPG Industries → PPG | United States | $31.6bn | 0.155% | +0.006 pp | +0.067 pp | +32.8% | Yes |
| Sherwin-Williams → SHW | United States | $18.0bn | 0.088% | -0.002 pp | +0.044 pp | +49.7% | No |
| LyondellBasell → LYB | United States | $31.5bn | 0.155% | -0.005 pp | +0.040 pp | +19.4% | No |
| International Flavors & Fragrances → IFF | United States | $13.8bn | 0.068% | -0.002 pp | +0.016 pp | -1.7% | No |
| Albemarle Corporation → ALB | United States | $7.7bn | 0.038% | -0.001 pp | +0.009 pp | -3.3% | 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.