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 Chemicals0.80%-0.14 ppFertilizers & Agricultural Chemicals0.30%+0.12 ppPaper & Plastic Packaging Products & Materials0.47%-0.04 ppMetal, Glass & Plastic Containers0.06%-0.04 ppIndustrial Gases0.70%-0.04 ppGold0.12%-0.04 ppCopper0.15%-0.03 ppCommodity Chemicals0.13%-0.03 ppSteel0.12%+0.01 ppConstruction Materials0.16%-0.01 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.30%
Industry change · 12M
+0.12 pp
Fertilizers & Agricultural Chemicals · contribution
+0.117 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $44.1bn | 0.158% | -0.005 pp | +0.050 pp | +41.2% | Yes |
| CF Industries → CF | United States | $20.6bn | 0.074% | -0.000 pp | +0.041 pp | +131.6% | Yes |
| Mosaic Company (The) → MOS | United States | $18.6bn | 0.067% | -0.015 pp | +0.026 pp | +69.4% | 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.