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›Industrial Gases›Industrial Gases

1 · Sector

Weight and 12M allocation change

Consumer Discretionary11.0%+3.71 ppEnergy3.4%+1.21 ppUtilities3.5%+0.44 ppHealth Care16.9%+0.44 ppConsumer Staples7.5%+0.40 ppReal Estate3.3%+0.12 ppMaterials3.0%-0.22 ppInformation Technology26.7%-0.60 ppCommunication Services3.4%-0.97 ppFinancials11.7%-2.06 ppIndustrials9.7%-2.46 pp

2 · Industry

Inside Materials

Specialty Chemicals0.79%-0.15 ppFertilizers & Agricultural Chemicals0.28%+0.09 ppIndustrial Gases0.71%-0.06 ppGold0.12%-0.05 ppCopper0.16%-0.03 ppCommodity Chemicals0.13%-0.03 ppSteel0.12%+0.02 ppMetal, Glass & Plastic Containers0.08%-0.01 ppConstruction Materials0.15%-0.01 ppPaper & Plastic Packaging Products & Materials0.49%+0.00 pp

3 · Sub-industry

Inside Industrial Gases

Industrial Gases0.71%-0.059 pp
Concentrated

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

View all contributions →
Industrial Gases · weight
0.71%
Industry change · 12M
-0.06 pp
Industrial Gases · contribution
-0.059 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Air Products →
APD
United States$55.1bn0.189%+0.002 pp-0.032 pp-12.6%No
Linde plc →
LIN
United States$150.5bn0.517%-0.056 pp-0.027 pp-0.3%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.