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
Industrial Gases0.45%-0.35 ppSpecialty Chemicals0.41%-0.34 ppPaper & Plastic Packaging Products & Materials0.31%-0.29 ppConstruction Materials0.09%-0.08 ppCommodity Chemicals0.09%-0.08 ppFertilizers & Agricultural Chemicals0.12%-0.07 ppGold0.11%-0.07 ppMetal, Glass & Plastic Containers0.07%-0.05 ppSteel0.04%-0.04 ppCopper0.09%+0.01 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.12%
Industry change · 12M
-0.07 pp
Fertilizers & Agricultural Chemicals · contribution
-0.071 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2021 · 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 | $29.7bn | 0.071% | -0.046 pp | -0.036 pp | +40.5% | Yes |
| CF Industries → CF | United States | $8.9bn | 0.021% | -0.007 pp | -0.022 pp | +6.7% | Yes |
| Mosaic Company (The) → MOS | United States | $9.8bn | 0.024% | -0.010 pp | -0.014 pp | +32.4% | 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.