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
Specialty Chemicals0.40%+0.40 ppIndustrial Gases0.37%+0.37 ppPaper & Plastic Packaging Products & Materials0.26%+0.26 ppFertilizers & Agricultural Chemicals0.11%+0.11 ppCopper0.10%+0.10 ppCommodity Chemicals0.09%+0.09 ppGold0.09%+0.09 ppConstruction Materials0.09%+0.09 ppMetal, Glass & Plastic Containers0.06%+0.06 ppSteel0.04%+0.04 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.40%
Industry change · 12M
+0.40 pp
Specialty Chemicals · contribution
+0.396 pp
Company participation
17%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 | $59.8bn | 0.120% | -0.150 pp | +0.119 pp | +17.1% | No |
| LyondellBasell → LYB | United States | $34.4bn | 0.069% | -0.052 pp | +0.069 pp | +50.4% | No |
| International Flavors & Fragrances → IFF | United States | $33.7bn | 0.067% | +0.016 pp | +0.067 pp | +16.2% | Yes |
| PPG Industries → PPG | United States | $31.9bn | 0.064% | -0.083 pp | +0.064 pp | +31.5% | No |
| Sherwin-Williams → SHW | United States | $20.3bn | 0.041% | -0.056 pp | +0.041 pp | +32.8% | No |
| Albemarle Corporation → ALB | United States | $18.3bn | 0.037% | -0.025 pp | +0.037 pp | +95.3% | No |
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.