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 Chemicals0.81%+0.40 ppIndustrial Gases0.73%+0.32 ppFertilizers & Agricultural Chemicals0.29%+0.18 ppPaper & Plastic Packaging Products & Materials0.44%+0.17 ppCopper0.24%+0.15 ppGold0.21%+0.12 ppSteel0.13%+0.09 ppConstruction Materials0.16%+0.08 ppCommodity Chemicals0.16%+0.06 ppMetal, Glass & Plastic Containers0.10%+0.04 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.29%
Industry change · 12M
+0.18 pp
Fertilizers & Agricultural Chemicals · contribution
+0.185 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| Corteva → CTVA | United States | $41.8bn | 0.141% | +0.030 pp | +0.073 pp | +24.7% | Yes |
| Mosaic Company (The) → MOS | United States | $24.5bn | 0.082% | +0.035 pp | +0.059 pp | +112.2% | Yes |
| CF Industries → CF | United States | $21.4bn | 0.072% | +0.023 pp | +0.053 pp | +131.8% | 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.