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 Specialty Chemicals
Specialty Chemicals · weight
0.81%
Industry change · 12M
+0.40 pp
Specialty Chemicals · contribution
+0.405 pp
Company participation
17%
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 |
|---|---|---|---|---|---|---|---|
| Sherwin-Williams → SHW | United States | $65.0bn | 0.219% | -0.077 pp | +0.176 pp | +2.3% | No |
| Albemarle Corporation → ALB | United States | $25.9bn | 0.087% | -0.000 pp | +0.054 pp | +52.5% | No |
| Ecolab → ECL | United States | $50.6bn | 0.170% | -0.045 pp | +0.051 pp | -16.7% | No |
| LyondellBasell → LYB | United States | $33.7bn | 0.114% | +0.015 pp | +0.046 pp | +3.3% | Yes |
| International Flavors & Fragrances → IFF | United States | $33.4bn | 0.113% | -0.010 pp | +0.045 pp | -3.7% | No |
| PPG Industries → PPG | United States | $30.9bn | 0.104% | -0.027 pp | +0.035 pp | -11.5% | No |
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.