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 Specialty Chemicals
Specialty Chemicals · weight
0.96%
Industry change · 12M
+0.21 pp
Specialty Chemicals · contribution
+0.211 pp
Company participation
50%
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 |
|---|---|---|---|---|---|---|---|
| Sherwin-Williams → SHW | United States | $86.8bn | 0.293% | +0.026 pp | +0.197 pp | +34.0% | Yes |
| International Flavors & Fragrances → IFF | United States | $36.2bn | 0.122% | -0.004 pp | +0.071 pp | +29.9% | No |
| Ecolab → ECL | United States | $63.5bn | 0.214% | -0.001 pp | -0.055 pp | +0.6% | Yes |
| Albemarle Corporation → ALB | United States | $31.2bn | 0.105% | +0.013 pp | +0.044 pp | +97.8% | Yes |
| PPG Industries → PPG | United States | $36.6bn | 0.124% | -0.003 pp | -0.024 pp | +6.5% | No |
| LyondellBasell → LYB | United States | $29.0bn | 0.098% | -0.014 pp | -0.023 pp | +6.9% | 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.