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
Specialty Chemicals0.74%-0.12 ppPaper & Plastic Packaging Products & Materials0.40%-0.09 ppGold0.13%-0.08 ppIndustrial Gases0.83%+0.07 ppFertilizers & Agricultural Chemicals0.24%-0.06 ppCommodity Chemicals0.13%-0.05 ppMetal, Glass & Plastic Containers0.06%-0.04 ppSteel0.19%+0.04 ppCopper0.18%-0.03 ppConstruction Materials0.15%-0.01 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.74%
Industry change · 12M
-0.12 pp
Specialty Chemicals · contribution
-0.122 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | 0.207% | -0.003 pp | -0.052 pp | -12.7% | No |
| International Flavors & Fragrances → IFF | United States | $24.7bn | 0.084% | -0.015 pp | -0.028 pp | -17.4% | No |
| LyondellBasell → LYB | United States | $30.8bn | 0.104% | -0.004 pp | -0.022 pp | -1.8% | Yes |
| Ecolab → ECL | United States | $47.7bn | 0.161% | +0.010 pp | -0.014 pp | +0.5% | Yes |
| Albemarle Corporation → ALB | United States | $21.7bn | 0.073% | -0.039 pp | -0.008 pp | -3.2% | No |
| PPG Industries → PPG | United States | $33.0bn | 0.112% | +0.007 pp | +0.002 pp | +11.7% | 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.