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 Specialty Chemicals
Specialty Chemicals · weight
0.75%
Industry change · 12M
-0.04 pp
Specialty Chemicals · contribution
-0.036 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 |
|---|---|---|---|---|---|---|---|
| LyondellBasell → LYB | United States | $28.4bn | 0.121% | +0.121 pp | -0.035 pp | -2.7% | Yes |
| Albemarle Corporation → ALB | United States | $14.5bn | 0.061% | +0.061 pp | +0.027 pp | +112.1% | Yes |
| International Flavors & Fragrances → IFF | United States | $12.0bn | 0.051% | +0.051 pp | -0.025 pp | -18.5% | Yes |
| PPG Industries → PPG | United States | $34.7bn | 0.147% | +0.147 pp | -0.006 pp | +16.1% | Yes |
| Sherwin-Williams → SHW | United States | $22.6bn | 0.096% | +0.096 pp | +0.006 pp | +29.3% | Yes |
| Ecolab → ECL | United States | $63.4bn | 0.269% | +0.269 pp | -0.002 pp | +20.2% | 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.