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
Industrial Gases0.83%+0.13 ppSteel0.23%+0.10 ppSpecialty Chemicals0.77%-0.06 ppGold0.12%-0.06 ppMetal, Glass & Plastic Containers0.06%-0.04 ppCopper0.21%-0.03 ppPaper & Plastic Packaging Products & Materials0.43%-0.03 ppFertilizers & Agricultural Chemicals0.28%+0.02 ppCommodity Chemicals0.14%-0.01 ppConstruction Materials0.16%-0.00 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.28%
Industry change · 12M
+0.02 pp
Fertilizers & Agricultural Chemicals · contribution
+0.022 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 | $44.4bn | 0.156% | -0.007 pp | +0.025 pp | +20.9% | No |
| Mosaic Company (The) → MOS | United States | $17.9bn | 0.063% | +0.004 pp | -0.004 pp | +2.5% | Yes |
| CF Industries → CF | United States | $16.8bn | 0.059% | -0.013 pp | +0.001 pp | +7.5% | 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.