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 & Materials0.58%+0.37 ppCommodity Chemicals0.15%+0.15 ppGold0.27%+0.13 ppSpecialty Chemicals0.75%-0.09 ppFertilizers & Agricultural Chemicals0.17%+0.06 ppIndustrial Gases0.83%+0.03 ppSteel0.07%-0.03 ppCopper0.07%-0.03 ppConstruction Materials0.15%-0.02 ppMetal, Glass & Plastic Containers0.12%+0.01 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.17%
Industry change · 12M
+0.06 pp
Fertilizers & Agricultural Chemicals · contribution
+0.056 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| Corteva → CTVA | United States | $19.6bn | 0.110% | +0.003 pp | +0.110 pp | +0.0% | Yes |
| Mosaic Company (The) → MOS | United States | $4.4bn | 0.024% | -0.013 pp | -0.032 pp | -55.4% | Yes |
| CF Industries → CF | United States | $5.9bn | 0.033% | -0.010 pp | -0.022 pp | -36.9% | 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.