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
Steel0.22%+0.12 ppSpecialty Chemicals0.78%-0.08 ppFertilizers & Agricultural Chemicals0.27%+0.05 ppIndustrial Gases0.80%+0.04 ppMetal, Glass & Plastic Containers0.06%-0.04 ppCopper0.22%+0.03 ppPaper & Plastic Packaging Products & Materials0.46%-0.02 ppGold0.14%-0.02 ppConstruction Materials0.16%-0.01 ppCommodity Chemicals0.14%-0.01 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.27%
Industry change · 12M
+0.05 pp
Fertilizers & Agricultural Chemicals · contribution
+0.054 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2023 · 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 | $46.0bn | 0.158% | -0.009 pp | +0.040 pp | +35.4% | No |
| CF Industries → CF | United States | $16.6bn | 0.057% | -0.018 pp | +0.007 pp | +24.9% | No |
| Mosaic Company (The) → MOS | United States | $16.9bn | 0.058% | -0.008 pp | +0.007 pp | +25.3% | 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.