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
Paper & Plastic Packaging Products & Materials27.79%+27.26 ppSpecialty Chemicals0.51%-0.38 ppIndustrial Gases0.58%-0.21 ppFertilizers & Agricultural Chemicals0.15%-0.17 ppGold0.08%-0.11 ppCommodity Chemicals0.09%-0.09 ppCopper0.12%-0.08 ppMetal, Glass & Plastic Containers0.04%-0.04 ppConstruction Materials0.13%-0.03 ppSteel0.12%-0.01 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.15%
Industry change · 12M
-0.17 pp
Fertilizers & Agricultural Chemicals · contribution
-0.169 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $38.0bn | 0.094% | -0.062 pp | -0.069 pp | -13.7% | No |
| Mosaic Company (The) → MOS | United States | $10.6bn | 0.026% | -0.037 pp | -0.055 pp | -47.8% | No |
| CF Industries → CF | United States | $12.0bn | 0.030% | -0.029 pp | -0.045 pp | -36.6% | 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.