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 Chemicals0.96%+0.21 ppPaper & Plastic Packaging Products & Materials0.45%-0.11 ppIndustrial Gases0.77%-0.07 ppGold0.15%-0.05 ppCopper0.18%+0.04 ppSteel0.10%+0.03 ppMetal, Glass & Plastic Containers0.10%-0.03 ppCommodity Chemicals0.14%-0.03 ppConstruction Materials0.17%+0.02 ppFertilizers & Agricultural Chemicals0.20%+0.01 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.20%
Industry change · 12M
+0.01 pp
Fertilizers & Agricultural Chemicals · contribution
+0.008 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 |
|---|---|---|---|---|---|---|---|
| Corteva → CTVA | United States | $32.8bn | 0.111% | +0.003 pp | -0.010 pp | +18.8% | Yes |
| CF Industries → CF | United States | $13.0bn | 0.044% | +0.011 pp | +0.010 pp | +66.3% | Yes |
| Mosaic Company (The) → MOS | United States | $13.0bn | 0.044% | +0.003 pp | +0.008 pp | +57.1% | 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.