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
Fertilizers & Agricultural Chemicals0.32%+0.11 ppSpecialty Chemicals0.89%-0.08 ppCopper0.20%-0.02 ppSteel0.13%+0.02 ppGold0.19%-0.02 ppMetal, Glass & Plastic Containers0.08%-0.01 ppConstruction Materials0.16%-0.01 ppIndustrial Gases0.79%-0.01 ppCommodity Chemicals0.18%-0.00 ppPaper & Plastic Packaging Products & Materials0.52%-0.00 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.89%
Industry change · 12M
-0.08 pp
Specialty Chemicals · contribution
-0.081 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 |
|---|---|---|---|---|---|---|---|
| Ecolab → ECL | United States | $46.8bn | 0.169% | -0.007 pp | -0.052 pp | -23.0% | No |
| PPG Industries → PPG | United States | $29.9bn | 0.108% | -0.002 pp | -0.045 pp | -28.5% | No |
| Albemarle Corporation → ALB | United States | $30.5bn | 0.110% | +0.030 pp | +0.040 pp | +57.1% | Yes |
| Sherwin-Williams → SHW | United States | $69.7bn | 0.251% | +0.013 pp | -0.019 pp | -4.7% | No |
| International Flavors & Fragrances → IFF | United States | $33.7bn | 0.121% | +0.004 pp | -0.005 pp | -4.5% | Yes |
| LyondellBasell → LYB | United States | $37.4bn | 0.135% | +0.024 pp | -0.000 pp | +6.1% | 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.