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›Fertilizers & Agricultural Chemicals›Fertilizers & Agricultural Chemicals

1 · Sector

Weight and 12M allocation change

Consumer Discretionary11.0%+3.61 ppHealth Care17.7%+1.59 ppEnergy3.6%+1.22 ppConsumer Staples7.8%+0.78 ppUtilities3.5%+0.51 ppReal Estate3.3%+0.14 ppMaterials3.0%-0.15 ppCommunication Services3.3%-1.01 ppInformation Technology25.3%-2.16 ppIndustrials9.6%-2.22 ppFinancials12.0%-2.30 pp

2 · Industry

Inside Materials

Specialty Chemicals0.78%-0.12 ppFertilizers & Agricultural Chemicals0.30%+0.10 ppMetal, Glass & Plastic Containers0.06%-0.04 ppPaper & Plastic Packaging Products & Materials0.45%-0.04 ppCommodity Chemicals0.12%-0.03 ppGold0.13%-0.02 ppCopper0.15%-0.01 ppSteel0.11%+0.01 ppConstruction Materials0.16%+0.01 ppIndustrial Gases0.73%-0.00 pp

3 · Sub-industry

Inside Fertilizers & Agricultural Chemicals

Fertilizers & Agricultural Chemicals0.30%+0.104 pp
Concentrated

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

View all contributions →
Fertilizers & Agricultural Chemicals · weight
0.30%
Industry change · 12M
+0.10 pp
Fertilizers & Agricultural Chemicals · contribution
+0.104 pp
Company participation
67%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Corteva →
CTVA
United States$41.1bn0.161%+0.009 pp+0.053 pp+37.3%Yes
CF Industries →
CF
United States$19.2bn0.075%+0.006 pp+0.033 pp+75.3%Yes
Mosaic Company (The) →
MOS
United States$16.7bn0.066%-0.001 pp+0.018 pp+36.6%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.