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 & Materials27.71%+27.19 ppSpecialty Chemicals0.54%-0.29 ppIndustrial Gases0.59%-0.18 ppFertilizers & Agricultural Chemicals0.15%-0.14 ppGold0.08%-0.11 ppCommodity Chemicals0.09%-0.06 ppMetal, Glass & Plastic Containers0.04%-0.04 ppCopper0.13%-0.03 ppSteel0.14%+0.03 ppConstruction Materials0.14%-0.01 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.54%
Industry change · 12M
-0.29 pp
Specialty Chemicals · contribution
-0.288 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $20.3bn | 0.047% | -0.033 pp | -0.071 pp | -30.7% | No |
| Sherwin-Williams → SHW | United States | $68.5bn | 0.158% | -0.040 pp | -0.068 pp | +19.8% | No |
| Ecolab → ECL | United States | $53.2bn | 0.123% | -0.038 pp | -0.048 pp | +23.0% | No |
| LyondellBasell → LYB | United States | $29.9bn | 0.069% | -0.035 pp | -0.042 pp | +10.7% | No |
| Albemarle Corporation → ALB | United States | $26.2bn | 0.061% | -0.028 pp | -0.035 pp | +7.4% | No |
| PPG Industries → PPG | United States | $34.9bn | 0.081% | -0.026 pp | -0.024 pp | +32.2% | 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.