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 Chemicals0.83%+0.43 ppIndustrial Gases0.70%+0.33 ppPaper & Plastic Packaging Products & Materials0.46%+0.20 ppFertilizers & Agricultural Chemicals0.26%+0.15 ppCopper0.24%+0.14 ppGold0.18%+0.10 ppSteel0.12%+0.09 ppConstruction Materials0.17%+0.08 ppCommodity Chemicals0.15%+0.06 ppMetal, Glass & Plastic Containers0.10%+0.04 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.83%
Industry change · 12M
+0.43 pp
Specialty Chemicals · contribution
+0.433 pp
Company participation
17%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 | $68.5bn | 0.238% | -0.056 pp | +0.197 pp | +16.9% | No |
| Ecolab → ECL | United States | $50.5bn | 0.175% | -0.039 pp | +0.056 pp | -15.1% | No |
| International Flavors & Fragrances → IFF | United States | $33.9bn | 0.117% | -0.005 pp | +0.050 pp | +0.4% | No |
| PPG Industries → PPG | United States | $31.5bn | 0.109% | -0.014 pp | +0.045 pp | +0.4% | No |
| Albemarle Corporation → ALB | United States | $22.9bn | 0.080% | -0.026 pp | +0.043 pp | +25.6% | No |
| LyondellBasell → LYB | United States | $31.9bn | 0.111% | +0.013 pp | +0.042 pp | -1.5% | 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.