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 Chemicals0.76%-0.19 ppSteel0.18%+0.08 ppFertilizers & Agricultural Chemicals0.27%+0.06 ppIndustrial Gases0.83%+0.04 ppMetal, Glass & Plastic Containers0.06%-0.04 ppGold0.14%-0.02 ppConstruction Materials0.16%-0.02 ppPaper & Plastic Packaging Products & Materials0.46%+0.01 ppCommodity Chemicals0.13%-0.01 ppCopper0.20%-0.00 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.76%
Industry change · 12M
-0.19 pp
Specialty Chemicals · contribution
-0.187 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $61.5bn | 0.222% | +0.013 pp | -0.074 pp | -32.0% | Yes |
| Ecolab → ECL | United States | $41.5bn | 0.150% | -0.012 pp | -0.066 pp | -37.1% | No |
| International Flavors & Fragrances → IFF | United States | $26.7bn | 0.096% | +0.005 pp | -0.026 pp | -28.3% | Yes |
| PPG Industries → PPG | United States | $29.6bn | 0.107% | +0.004 pp | -0.024 pp | -25.7% | Yes |
| Albemarle Corporation → ALB | United States | $25.4bn | 0.092% | -0.030 pp | +0.004 pp | -6.6% | No |
| LyondellBasell → LYB | United States | $27.0bn | 0.098% | +0.001 pp | -0.001 pp | -1.0% | Yes |
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.