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 Chemicals0.77%-0.19 ppFertilizers & Agricultural Chemicals0.29%+0.10 ppMetal, Glass & Plastic Containers0.06%-0.04 ppIndustrial Gases0.80%+0.03 ppSteel0.13%+0.03 ppGold0.13%-0.02 ppCommodity Chemicals0.12%-0.02 ppConstruction Materials0.16%-0.01 ppCopper0.19%+0.01 ppPaper & Plastic Packaging Products & Materials0.45%+0.00 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.29%
Industry change · 12M
+0.10 pp
Fertilizers & Agricultural Chemicals · contribution
+0.096 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $48.0bn | 0.163% | +0.005 pp | +0.052 pp | +50.8% | Yes |
| CF Industries → CF | United States | $21.2bn | 0.072% | -0.002 pp | +0.028 pp | +81.4% | No |
| Mosaic Company (The) → MOS | United States | $17.5bn | 0.059% | -0.007 pp | +0.015 pp | +51.8% | 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.