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
Universe›Materials›Industrial Gases›Industrial Gases

1 · Sector

Weight and 12M allocation change

Information Technology25.6%+25.56 ppHealth Care15.7%+15.64 ppIndustrials12.8%+12.82 ppConsumer Discretionary7.4%+7.37 ppConsumer Staples7.2%+7.19 ppCommunication Services4.6%+4.56 ppMaterials3.5%+3.50 ppUtilities3.1%+3.09 ppReal Estate3.1%+3.08 ppEnergy2.4%+2.35 ppFinancials14.7%-85.17 pp

2 · Industry

Inside Materials

Specialty Chemicals0.97%+0.97 ppIndustrial Gases0.80%+0.80 ppPaper & Plastic Packaging Products & Materials0.53%+0.53 ppCopper0.22%+0.22 ppGold0.21%+0.21 ppFertilizers & Agricultural Chemicals0.21%+0.21 ppCommodity Chemicals0.18%+0.18 ppConstruction Materials0.17%+0.17 ppSteel0.11%+0.11 ppMetal, Glass & Plastic Containers0.10%+0.10 pp

3 · Sub-industry

Inside Industrial Gases

Industrial Gases0.80%+0.797 pp
Concentrated

Most of this industry's gains came from a few companies.

View all contributions →
Industrial Gases · weight
0.80%
Industry change · 12M
+0.80 pp
Industrial Gases · contribution
+0.797 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

May 2021 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Linde plc →
LIN
United States$156.4bn0.560%+0.304 pp+0.560 pp+51.0%Yes
Air Products →
APD
United States$66.3bn0.238%+0.125 pp+0.237 pp+26.6%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.