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 & Materials0.55%-0.07 ppSpecialty Chemicals0.71%-0.06 ppCopper0.15%+0.06 ppCommodity Chemicals0.17%-0.03 ppConstruction Materials0.15%-0.03 ppGold0.19%+0.02 ppMetal, Glass & Plastic Containers0.12%+0.02 ppSteel0.06%-0.02 ppFertilizers & Agricultural Chemicals0.19%-0.01 ppIndustrial Gases0.80%-0.01 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.71%
Industry change · 12M
-0.06 pp
Specialty Chemicals · contribution
-0.064 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $30.6bn | 0.124% | +0.124 pp | -0.031 pp | +2.6% | Yes |
| Albemarle Corporation → ALB | United States | $15.7bn | 0.064% | +0.064 pp | +0.026 pp | +105.4% | Yes |
| Ecolab → ECL | United States | $61.8bn | 0.250% | +0.250 pp | -0.023 pp | +13.2% | Yes |
| International Flavors & Fragrances → IFF | United States | $11.6bn | 0.047% | +0.047 pp | -0.020 pp | -13.3% | Yes |
| PPG Industries → PPG | United States | $34.1bn | 0.138% | +0.138 pp | -0.017 pp | +10.1% | Yes |
| Sherwin-Williams → SHW | United States | $22.2bn | 0.090% | +0.090 pp | +0.002 pp | +27.1% | 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.