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 Chemicals0.70%-0.09 ppGold0.24%+0.07 ppCopper0.12%+0.04 ppCommodity Chemicals0.16%-0.04 ppIndustrial Gases0.84%+0.03 ppPaper & Plastic Packaging Products & Materials0.57%-0.03 ppSteel0.07%-0.02 ppMetal, Glass & Plastic Containers0.14%+0.02 ppFertilizers & Agricultural Chemicals0.18%-0.02 ppConstruction Materials0.17%-0.01 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.70%
Industry change · 12M
-0.09 pp
Specialty Chemicals · contribution
-0.094 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $22.9bn | 0.108% | +0.108 pp | -0.049 pp | -19.3% | Yes |
| Ecolab → ECL | United States | $52.4bn | 0.248% | +0.248 pp | -0.040 pp | -3.5% | Yes |
| International Flavors & Fragrances → IFF | United States | $11.0bn | 0.052% | +0.052 pp | -0.016 pp | -13.6% | Yes |
| Albemarle Corporation → ALB | United States | $9.9bn | 0.047% | +0.047 pp | +0.013 pp | +56.5% | Yes |
| PPG Industries → PPG | United States | $30.6bn | 0.145% | +0.145 pp | -0.009 pp | +5.6% | Yes |
| Sherwin-Williams → SHW | United States | $20.8bn | 0.099% | +0.099 pp | +0.007 pp | +21.3% | 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.