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 & Materials30.28%+29.80 ppSpecialty Chemicals0.51%-0.27 ppIndustrial Gases0.56%-0.14 ppFertilizers & Agricultural Chemicals0.15%-0.13 ppGold0.07%-0.05 ppCommodity Chemicals0.09%-0.04 ppMetal, Glass & Plastic Containers0.04%-0.04 ppConstruction Materials0.12%-0.03 ppCopper0.14%-0.02 ppSteel0.13%+0.01 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.15%
Industry change · 12M
-0.13 pp
Fertilizers & Agricultural Chemicals · contribution
-0.125 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $40.1bn | 0.087% | -0.060 pp | -0.056 pp | -1.0% | No |
| Mosaic Company (The) → MOS | United States | $13.5bn | 0.030% | -0.019 pp | -0.036 pp | -21.0% | No |
| CF Industries → CF | United States | $16.0bn | 0.035% | -0.012 pp | -0.034 pp | -12.4% | 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.