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 Chemicals0.95%+0.24 ppPaper & Plastic Packaging Products & Materials0.45%-0.10 ppCopper0.20%+0.04 ppSteel0.10%+0.04 ppGold0.16%-0.04 ppCommodity Chemicals0.13%-0.03 ppConstruction Materials0.18%+0.03 ppMetal, Glass & Plastic Containers0.10%-0.02 ppFertilizers & Agricultural Chemicals0.21%+0.02 ppIndustrial Gases0.78%-0.02 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.21%
Industry change · 12M
+0.02 pp
Fertilizers & Agricultural Chemicals · contribution
+0.021 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 |
|---|---|---|---|---|---|---|---|
| CF Industries → CF | United States | $15.2bn | 0.049% | +0.006 pp | +0.015 pp | +87.2% | Yes |
| Mosaic Company (The) → MOS | United States | $14.9bn | 0.048% | +0.000 pp | +0.012 pp | +72.1% | Yes |
| Corteva → CTVA | United States | $34.5bn | 0.110% | +0.002 pp | -0.006 pp | +23.6% | 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.