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 Specialty Chemicals
Specialty Chemicals · weight
0.80%
Industry change · 12M
-0.14 pp
Specialty Chemicals · contribution
-0.141 pp
Company participation
33%
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 |
|---|---|---|---|---|---|---|---|
| Sherwin-Williams → SHW | United States | $60.2bn | 0.215% | -0.036 pp | -0.052 pp | -22.9% | No |
| Ecolab → ECL | United States | $46.7bn | 0.167% | -0.002 pp | -0.048 pp | -26.5% | No |
| International Flavors & Fragrances → IFF | United States | $28.2bn | 0.101% | -0.020 pp | -0.025 pp | -25.3% | No |
| PPG Industries → PPG | United States | $29.8bn | 0.107% | -0.001 pp | -0.020 pp | -19.1% | Yes |
| Albemarle Corporation → ALB | United States | $31.4bn | 0.112% | +0.002 pp | +0.020 pp | +14.0% | Yes |
| LyondellBasell → LYB | United States | $27.1bn | 0.097% | -0.038 pp | -0.015 pp | -9.1% | 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.