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 Specialty Chemicals
Specialty Chemicals · weight
0.51%
Industry change · 12M
-0.38 pp
Specialty Chemicals · contribution
-0.382 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 |
|---|---|---|---|---|---|---|---|
| Sherwin-Williams → SHW | United States | $58.7bn | 0.145% | -0.056 pp | -0.106 pp | -14.1% | No |
| International Flavors & Fragrances → IFF | United States | $19.7bn | 0.049% | -0.035 pp | -0.073 pp | -39.6% | No |
| LyondellBasell → LYB | United States | $27.8bn | 0.069% | -0.041 pp | -0.066 pp | -16.4% | No |
| Albemarle Corporation → ALB | United States | $22.7bn | 0.056% | -0.049 pp | -0.054 pp | -25.2% | No |
| Ecolab → ECL | United States | $47.0bn | 0.116% | -0.043 pp | -0.053 pp | +2.1% | No |
| PPG Industries → PPG | United States | $30.9bn | 0.076% | -0.033 pp | -0.031 pp | +5.8% | 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.