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 Specialty Chemicals
Specialty Chemicals · weight
0.75%
Industry change · 12M
-0.09 pp
Specialty Chemicals · contribution
-0.090 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 |
|---|---|---|---|---|---|---|---|
| LyondellBasell → LYB | United States | $19.3bn | 0.108% | -0.020 pp | -0.074 pp | -30.8% | Yes |
| PPG Industries → PPG | United States | $21.4bn | 0.120% | -0.020 pp | -0.035 pp | -21.4% | Yes |
| Ecolab → ECL | United States | $55.8bn | 0.312% | +0.033 pp | +0.017 pp | +6.2% | Yes |
| Sherwin-Williams → SHW | United States | $16.2bn | 0.091% | +0.006 pp | +0.013 pp | +19.0% | Yes |
| Albemarle Corporation → ALB | United States | $6.5bn | 0.037% | -0.005 pp | -0.008 pp | -16.4% | Yes |
| International Flavors & Fragrances → IFF | United States | $14.0bn | 0.078% | +0.009 pp | -0.004 pp | -2.6% | 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.