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 Chemicals0.87%+0.46 ppIndustrial Gases0.76%+0.31 ppPaper & Plastic Packaging Products & Materials0.48%+0.17 ppFertilizers & Agricultural Chemicals0.22%+0.10 ppCopper0.18%+0.09 ppConstruction Materials0.17%+0.08 ppSteel0.10%+0.06 ppCommodity Chemicals0.15%+0.06 ppGold0.16%+0.05 ppMetal, Glass & Plastic Containers0.11%+0.04 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.87%
Industry change · 12M
+0.46 pp
Specialty Chemicals · contribution
+0.463 pp
Company participation
17%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2022 · 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 | $75.1bn | 0.253% | -0.025 pp | +0.202 pp | +25.2% | No |
| International Flavors & Fragrances → IFF | United States | $33.6bn | 0.113% | -0.010 pp | +0.084 pp | +20.0% | No |
| PPG Industries → PPG | United States | $37.1bn | 0.125% | -0.003 pp | +0.049 pp | +17.6% | No |
| Albemarle Corporation → ALB | United States | $25.8bn | 0.087% | -0.011 pp | +0.045 pp | +36.8% | No |
| Ecolab → ECL | United States | $54.3bn | 0.183% | -0.030 pp | +0.043 pp | -6.5% | No |
| LyondellBasell → LYB | United States | $32.2bn | 0.108% | +0.005 pp | +0.040 pp | +17.8% | 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.