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 Specialty Chemicals
Specialty Chemicals · weight
0.95%
Industry change · 12M
+0.24 pp
Specialty Chemicals · contribution
+0.239 pp
Company participation
50%
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 |
|---|---|---|---|---|---|---|---|
| Sherwin-Williams → SHW | United States | $92.3bn | 0.296% | +0.037 pp | +0.206 pp | +44.9% | Yes |
| International Flavors & Fragrances → IFF | United States | $38.3bn | 0.123% | +0.006 pp | +0.076 pp | +41.5% | No |
| Ecolab → ECL | United States | $67.2bn | 0.215% | +0.006 pp | -0.035 pp | +9.4% | Yes |
| LyondellBasell → LYB | United States | $30.7bn | 0.098% | -0.012 pp | -0.026 pp | +5.1% | No |
| Albemarle Corporation → ALB | United States | $27.3bn | 0.088% | -0.002 pp | +0.024 pp | +59.8% | No |
| PPG Industries → PPG | United States | $40.9bn | 0.131% | +0.012 pp | -0.007 pp | +21.3% | 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.