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 Specialty Chemicals
Specialty Chemicals · weight
0.77%
Industry change · 12M
-0.06 pp
Specialty Chemicals · contribution
-0.062 pp
Company participation
50%
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 |
|---|---|---|---|---|---|---|---|
| Sherwin-Williams → SHW | United States | $57.2bn | 0.201% | -0.018 pp | -0.037 pp | -15.0% | No |
| International Flavors & Fragrances → IFF | United States | $23.8bn | 0.084% | -0.008 pp | -0.034 pp | -27.9% | No |
| Albemarle Corporation → ALB | United States | $29.8bn | 0.105% | -0.006 pp | +0.025 pp | +30.7% | No |
| Ecolab → ECL | United States | $45.3bn | 0.159% | +0.015 pp | -0.016 pp | -8.3% | Yes |
| LyondellBasell → LYB | United States | $31.3bn | 0.110% | +0.016 pp | -0.001 pp | +8.6% | Yes |
| PPG Industries → PPG | United States | $31.1bn | 0.109% | +0.001 pp | -0.000 pp | +0.9% | 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.