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 Chemicals0.94%+0.24 ppGold0.14%-0.10 ppPaper & Plastic Packaging Products & Materials0.48%-0.09 ppIndustrial Gases0.77%-0.07 ppCopper0.18%+0.07 ppSteel0.11%+0.04 ppMetal, Glass & Plastic Containers0.10%-0.04 ppCommodity Chemicals0.14%-0.02 ppFertilizers & Agricultural Chemicals0.20%+0.02 ppConstruction Materials0.17%-0.00 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.94%
Industry change · 12M
+0.24 pp
Specialty Chemicals · contribution
+0.242 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 |
|---|---|---|---|---|---|---|---|
| Sherwin-Williams → SHW | United States | $83.0bn | 0.277% | +0.015 pp | +0.179 pp | +39.2% | Yes |
| International Flavors & Fragrances → IFF | United States | $36.7bn | 0.123% | -0.006 pp | +0.071 pp | +47.1% | No |
| Albemarle Corporation → ALB | United States | $29.3bn | 0.098% | +0.015 pp | +0.051 pp | +171.2% | Yes |
| Ecolab → ECL | United States | $63.7bn | 0.213% | -0.004 pp | -0.035 pp | +22.1% | No |
| PPG Industries → PPG | United States | $38.1bn | 0.127% | -0.006 pp | -0.018 pp | +25.6% | No |
| LyondellBasell → LYB | United States | $30.9bn | 0.103% | -0.011 pp | -0.005 pp | +41.5% | 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.