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
Specialty Chemicals0.00%-0.83 ppIndustrial Gases0.00%-0.79 ppPaper & Plastic Packaging Products & Materials0.00%-0.21 ppConstruction Materials0.00%-0.16 ppFertilizers & Agricultural Chemicals0.00%-0.11 ppMetal, Glass & Plastic Containers0.00%-0.11 ppGold0.00%-0.11 ppCopper0.00%-0.11 ppSteel0.00%-0.10 ppCommodity Chemicals0.00%+0.00 pp
3 · Sub-industry
Inside Industrial Gases
Industrial Gases · weight
0.00%
Industry change · 12M
-0.79 pp
Industrial Gases · contribution
-0.791 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| Linde plc → LIN | United States | $92.2bn | 0.000% | -0.561 pp | -0.550 pp | +0.2% | No |
| Air Products → APD | United States | $44.0bn | 0.000% | -0.254 pp | -0.241 pp | +6.8% | 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.