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 Specialty Chemicals
Specialty Chemicals · weight
0.78%
Industry change · 12M
-0.08 pp
Specialty Chemicals · contribution
-0.084 pp
Company participation
67%
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 |
|---|---|---|---|---|---|---|---|
| Sherwin-Williams → SHW | United States | $61.3bn | 0.210% | +0.003 pp | -0.043 pp | -16.6% | No |
| Ecolab → ECL | United States | $44.1bn | 0.151% | -0.008 pp | -0.032 pp | -17.2% | No |
| Albemarle Corporation → ALB | United States | $32.9bn | 0.113% | -0.004 pp | +0.026 pp | +28.3% | Yes |
| PPG Industries → PPG | United States | $30.6bn | 0.105% | +0.010 pp | -0.020 pp | -15.0% | Yes |
| International Flavors & Fragrances → IFF | United States | $28.7bn | 0.098% | +0.010 pp | -0.015 pp | -12.2% | Yes |
| LyondellBasell → LYB | United States | $31.5bn | 0.108% | +0.019 pp | -0.001 pp | +9.9% | 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.