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 Specialty Chemicals
Specialty Chemicals · weight
0.74%
Industry change · 12M
-0.07 pp
Specialty Chemicals · contribution
-0.068 pp
Company participation
50%
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 |
|---|---|---|---|---|---|---|---|
| International Flavors & Fragrances → IFF | United States | $23.5bn | 0.080% | -0.016 pp | -0.033 pp | -27.7% | No |
| Sherwin-Williams → SHW | United States | $58.1bn | 0.198% | -0.024 pp | -0.021 pp | -9.1% | No |
| Ecolab → ECL | United States | $47.1bn | 0.161% | +0.011 pp | -0.010 pp | -4.9% | Yes |
| LyondellBasell → LYB | United States | $30.6bn | 0.104% | +0.007 pp | -0.009 pp | +0.5% | Yes |
| PPG Industries → PPG | United States | $31.4bn | 0.107% | +0.001 pp | +0.003 pp | +3.9% | Yes |
| Albemarle Corporation → ALB | United States | $25.9bn | 0.088% | -0.003 pp | +0.001 pp | +0.6% | 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.