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%-0.10 ppFertilizers & Agricultural Chemicals0.29%+0.09 ppCopper0.16%-0.03 ppPaper & Plastic Packaging Products & Materials0.53%+0.03 ppCommodity Chemicals0.15%-0.02 ppIndustrial Gases0.77%+0.01 ppConstruction Materials0.15%-0.01 ppMetal, Glass & Plastic Containers0.09%-0.01 ppSteel0.11%+0.01 ppGold0.18%+0.00 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.29%
Industry change · 12M
+0.09 pp
Fertilizers & Agricultural Chemicals · contribution
+0.091 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $39.2bn | 0.152% | +0.012 pp | +0.037 pp | +23.5% | Yes |
| CF Industries → CF | United States | $17.9bn | 0.070% | -0.002 pp | +0.031 pp | +69.8% | Yes |
| Mosaic Company (The) → MOS | United States | $17.1bn | 0.066% | -0.016 pp | +0.024 pp | +49.4% | 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.