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 Technology26.9%+26.90 ppHealth Care15.8%+15.74 ppIndustrials12.3%+12.31 ppConsumer Discretionary7.4%+7.35 ppConsumer Staples7.1%+7.09 ppCommunication Services4.5%+4.49 ppMaterials3.3%+3.27 ppReal Estate3.1%+3.13 ppUtilities3.0%+2.97 ppEnergy2.4%+2.40 ppFinancials14.3%-85.64 pp

2 · Industry

Inside Materials

Specialty Chemicals0.93%+0.93 ppIndustrial Gases0.76%+0.75 ppPaper & Plastic Packaging Products & Materials0.50%+0.50 ppFertilizers & Agricultural Chemicals0.20%+0.20 ppCopper0.19%+0.19 ppGold0.18%+0.18 ppCommodity Chemicals0.17%+0.17 ppConstruction Materials0.16%+0.16 ppSteel0.10%+0.10 ppMetal, Glass & Plastic Containers0.09%+0.09 pp

3 · Sub-industry

Inside Industrial Gases

Industrial Gases0.76%+0.755 pp
Concentrated

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

View all contributions →
Industrial Gases · weight
0.76%
Industry change · 12M
+0.75 pp
Industrial Gases · contribution
+0.755 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Linde plc →
LIN
United States$150.4bn0.531%+0.245 pp+0.530 pp+38.4%Yes
Air Products →
APD
United States$63.7bn0.225%+0.103 pp+0.224 pp+21.6%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.