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 & Materials0.60%+0.48 ppIndustrial Gases0.80%+0.38 ppSpecialty Chemicals0.74%+0.28 ppCommodity Chemicals0.17%+0.17 ppGold0.18%+0.12 ppFertilizers & Agricultural Chemicals0.19%+0.11 ppConstruction Materials0.17%+0.09 ppMetal, Glass & Plastic Containers0.12%+0.06 ppCopper0.08%+0.02 ppSteel0.07%+0.01 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.74%
Industry change · 12M
+0.28 pp
Specialty Chemicals · contribution
+0.277 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2020 · 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 | $56.5bn | 0.279% | -0.010 pp | +0.128 pp | +25.2% | No |
| PPG Industries → PPG | United States | $28.3bn | 0.140% | -0.014 pp | +0.056 pp | +15.6% | No |
| Sherwin-Williams → SHW | United States | $17.1bn | 0.085% | -0.007 pp | +0.041 pp | +33.4% | No |
| International Flavors & Fragrances → IFF | United States | $14.0bn | 0.069% | +0.001 pp | +0.019 pp | -5.4% | Yes |
| LyondellBasell → LYB | United States | $26.0bn | 0.128% | -0.029 pp | +0.018 pp | -5.9% | No |
| Albemarle Corporation → ALB | United States | $8.5bn | 0.042% | +0.008 pp | +0.014 pp | +1.5% | 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.