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 Chemicals0.79%-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 Specialty Chemicals
Specialty Chemicals · weight
0.79%
Industry change · 12M
-0.15 pp
Specialty Chemicals · contribution
-0.148 pp
Company participation
17%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $47.2bn | 0.162% | -0.013 pp | -0.054 pp | -24.4% | No |
| Sherwin-Williams → SHW | United States | $62.7bn | 0.215% | -0.043 pp | -0.047 pp | -16.2% | No |
| PPG Industries → PPG | United States | $30.4bn | 0.104% | -0.005 pp | -0.029 pp | -19.7% | No |
| International Flavors & Fragrances → IFF | United States | $31.6bn | 0.109% | -0.003 pp | -0.020 pp | -15.6% | No |
| Albemarle Corporation → ALB | United States | $28.6bn | 0.098% | +0.017 pp | +0.016 pp | +19.4% | Yes |
| LyondellBasell → LYB | United States | $29.1bn | 0.100% | -0.026 pp | -0.014 pp | -1.6% | 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.