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 Chemicals0.78%-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 Specialty Chemicals
Specialty Chemicals · weight
0.78%
Industry change · 12M
-0.12 pp
Specialty Chemicals · contribution
-0.123 pp
Company participation
17%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $53.1bn | 0.209% | -0.018 pp | -0.050 pp | -26.2% | No |
| Ecolab → ECL | United States | $41.2bn | 0.162% | -0.009 pp | -0.048 pp | -29.9% | No |
| Albemarle Corporation → ALB | United States | $31.0bn | 0.122% | +0.027 pp | +0.032 pp | +21.6% | Yes |
| International Flavors & Fragrances → IFF | United States | $23.2bn | 0.091% | -0.027 pp | -0.026 pp | -30.2% | No |
| PPG Industries → PPG | United States | $26.0bn | 0.102% | -0.003 pp | -0.017 pp | -21.3% | No |
| LyondellBasell → LYB | United States | $24.6bn | 0.097% | -0.015 pp | -0.014 pp | -11.9% | 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.