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 Gases0.41%+0.41 ppSpecialty Chemicals0.40%+0.40 ppPaper & Plastic Packaging Products & Materials0.27%+0.27 ppFertilizers & Agricultural Chemicals0.11%+0.11 ppGold0.09%+0.09 ppCopper0.09%+0.09 ppCommodity Chemicals0.09%+0.09 ppConstruction Materials0.08%+0.08 ppMetal, Glass & Plastic Containers0.05%+0.05 ppSteel0.05%+0.05 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.40%
Industry change · 12M
+0.40 pp
Specialty Chemicals · contribution
+0.401 pp
Company participation
17%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $61.2bn | 0.120% | -0.130 pp | +0.119 pp | +38.6% | No |
| PPG Industries → PPG | United States | $35.6bn | 0.070% | -0.068 pp | +0.069 pp | +83.1% | No |
| LyondellBasell → LYB | United States | $34.8bn | 0.068% | -0.056 pp | +0.068 pp | +120.7% | No |
| International Flavors & Fragrances → IFF | United States | $34.7bn | 0.068% | +0.021 pp | +0.068 pp | +40.2% | Yes |
| Sherwin-Williams → SHW | United States | $22.0bn | 0.043% | -0.047 pp | +0.043 pp | +62.0% | No |
| Albemarle Corporation → ALB | United States | $17.0bn | 0.033% | -0.030 pp | +0.033 pp | +162.8% | 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.