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 Specialty Chemicals
Specialty Chemicals · weight
0.83%
Industry change · 12M
-0.10 pp
Specialty Chemicals · contribution
-0.101 pp
Company participation
33%
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 |
|---|---|---|---|---|---|---|---|
| Ecolab → ECL | United States | $43.9bn | 0.171% | +0.000 pp | -0.037 pp | -24.5% | No |
| PPG Industries → PPG | United States | $27.0bn | 0.105% | +0.001 pp | -0.037 pp | -31.6% | No |
| Sherwin-Williams → SHW | United States | $58.2bn | 0.227% | +0.008 pp | -0.029 pp | -17.1% | No |
| Albemarle Corporation → ALB | United States | $24.5bn | 0.095% | +0.008 pp | +0.026 pp | +24.9% | Yes |
| International Flavors & Fragrances → IFF | United States | $30.4bn | 0.118% | +0.005 pp | -0.013 pp | -18.3% | Yes |
| LyondellBasell → LYB | United States | $28.7bn | 0.111% | -0.002 pp | -0.010 pp | -6.8% | 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.