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 Specialty Chemicals
Specialty Chemicals · weight
0.41%
Industry change · 12M
-0.34 pp
Specialty Chemicals · contribution
-0.337 pp
Company participation
17%
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 |
|---|---|---|---|---|---|---|---|
| Ecolab → ECL | United States | $58.4bn | 0.140% | -0.108 pp | -0.139 pp | +5.3% | No |
| PPG Industries → PPG | United States | $31.8bn | 0.076% | -0.069 pp | -0.064 pp | +14.5% | No |
| LyondellBasell → LYB | United States | $28.6bn | 0.069% | -0.040 pp | -0.059 pp | +16.5% | No |
| International Flavors & Fragrances → IFF | United States | $12.0bn | 0.029% | -0.023 pp | -0.040 pp | -11.9% | No |
| Sherwin-Williams → SHW | United States | $20.9bn | 0.050% | -0.048 pp | -0.034 pp | +25.3% | No |
| Albemarle Corporation → ALB | United States | $17.3bn | 0.041% | -0.005 pp | -0.001 pp | +106.0% | 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.