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 Chemicals0.97%+0.22 ppCopper0.20%+0.13 ppGold0.18%-0.09 ppIndustrial Gases0.77%-0.05 ppPaper & Plastic Packaging Products & Materials0.53%-0.05 ppFertilizers & Agricultural Chemicals0.22%+0.05 ppSteel0.09%+0.02 ppCommodity Chemicals0.17%+0.02 ppConstruction Materials0.17%+0.02 ppMetal, Glass & Plastic Containers0.11%-0.01 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.22%
Industry change · 12M
+0.05 pp
Fertilizers & Agricultural Chemicals · contribution
+0.050 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| Mosaic Company (The) → MOS | United States | $13.3bn | 0.048% | +0.025 pp | +0.024 pp | +208.9% | Yes |
| Corteva → CTVA | United States | $36.3bn | 0.131% | +0.060 pp | +0.022 pp | +89.4% | Yes |
| CF Industries → CF | United States | $10.4bn | 0.038% | +0.017 pp | +0.004 pp | +83.7% | 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.