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
Universe›Materials›Fertilizers & Agricultural Chemicals›Fertilizers & Agricultural Chemicals

1 · Sector

Weight and 12M allocation change

Health Care17.6%+1.90 ppEnergy4.0%+1.62 ppInformation Technology26.9%+1.35 ppUtilities3.6%+0.53 ppConsumer Staples7.7%+0.52 ppReal Estate3.4%+0.27 ppMaterials3.5%-0.04 ppConsumer Discretionary6.7%-0.71 ppCommunication Services3.8%-0.73 ppFinancials12.8%-1.90 ppIndustrials10.0%-2.80 pp

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 Fertilizers & Agricultural Chemicals

Fertilizers & Agricultural Chemicals0.32%+0.109 pp
Concentrated

Most of this industry's gains came from a few companies.

View all contributions →
Fertilizers & Agricultural Chemicals · weight
0.32%
Industry change · 12M
+0.11 pp
Fertilizers & Agricultural Chemicals · contribution
+0.109 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

May 2022 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Corteva →
CTVA
United States$45.3bn0.163%+0.032 pp+0.043 pp+39.2%Yes
CF Industries →
CF
United States$20.6bn0.074%+0.016 pp+0.033 pp+89.3%Yes
Mosaic Company (The) →
MOS
United States$22.7bn0.082%+0.015 pp+0.033 pp+74.9%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.