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
Copper0.14%+0.06 ppPaper & Plastic Packaging Products & Materials0.56%-0.05 ppGold0.20%+0.04 ppSpecialty Chemicals0.75%-0.04 ppCommodity Chemicals0.17%-0.03 ppConstruction Materials0.15%-0.03 ppMetal, Glass & Plastic Containers0.13%+0.02 ppSteel0.07%-0.02 ppIndustrial Gases0.83%+0.01 ppFertilizers & Agricultural Chemicals0.19%+0.01 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.19%
Industry change · 12M
+0.01 pp
Fertilizers & Agricultural Chemicals · contribution
+0.005 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $28.5bn | 0.121% | +0.121 pp | +0.023 pp | +50.1% | Yes |
| CF Industries → CF | United States | $8.0bn | 0.034% | +0.034 pp | -0.017 pp | -16.1% | Yes |
| Mosaic Company (The) → MOS | United States | $8.3bn | 0.035% | +0.035 pp | -0.001 pp | +16.7% | 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.