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 Specialty Chemicals
Specialty Chemicals · weight
0.77%
Industry change · 12M
-0.19 pp
Specialty Chemicals · contribution
-0.189 pp
Company participation
50%
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 |
|---|---|---|---|---|---|---|---|
| Sherwin-Williams → SHW | United States | $64.6bn | 0.219% | +0.004 pp | -0.074 pp | -24.1% | Yes |
| Ecolab → ECL | United States | $42.7bn | 0.145% | -0.022 pp | -0.070 pp | -31.5% | No |
| International Flavors & Fragrances → IFF | United States | $27.0bn | 0.092% | -0.009 pp | -0.031 pp | -23.5% | No |
| PPG Industries → PPG | United States | $31.8bn | 0.108% | +0.001 pp | -0.016 pp | -10.6% | Yes |
| Albemarle Corporation → ALB | United States | $32.6bn | 0.111% | -0.002 pp | +0.005 pp | +5.0% | Yes |
| LyondellBasell → LYB | United States | $27.7bn | 0.094% | -0.003 pp | -0.004 pp | +7.3% | 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.