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 Gases0.81%+0.08 ppGold0.13%-0.08 ppSpecialty Chemicals0.74%-0.07 ppSteel0.20%+0.06 ppFertilizers & Agricultural Chemicals0.25%-0.05 ppCopper0.20%-0.04 ppMetal, Glass & Plastic Containers0.06%-0.04 ppCommodity Chemicals0.13%-0.03 ppPaper & Plastic Packaging Products & Materials0.42%-0.02 ppConstruction Materials0.15%-0.01 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.25%
Industry change · 12M
-0.05 pp
Fertilizers & Agricultural Chemicals · contribution
-0.047 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| Mosaic Company (The) → MOS | United States | $15.4bn | 0.053% | -0.001 pp | -0.030 pp | -29.8% | No |
| CF Industries → CF | United States | $14.2bn | 0.048% | -0.012 pp | -0.023 pp | -28.5% | No |
| Corteva → CTVA | United States | $43.0bn | 0.147% | -0.005 pp | +0.006 pp | +6.0% | 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.