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 Specialty Chemicals
Specialty Chemicals · weight
0.51%
Industry change · 12M
-0.27 pp
Specialty Chemicals · contribution
-0.275 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 |
|---|---|---|---|---|---|---|---|
| International Flavors & Fragrances → IFF | United States | $21.6bn | 0.047% | -0.036 pp | -0.062 pp | -29.3% | No |
| Sherwin-Williams → SHW | United States | $71.1bn | 0.155% | -0.052 pp | -0.061 pp | +15.5% | No |
| Ecolab → ECL | United States | $52.1bn | 0.114% | -0.048 pp | -0.048 pp | +12.4% | No |
| Albemarle Corporation → ALB | United States | $24.9bn | 0.054% | -0.019 pp | -0.044 pp | -12.5% | No |
| PPG Industries → PPG | United States | $33.9bn | 0.074% | -0.038 pp | -0.031 pp | +13.5% | No |
| LyondellBasell → LYB | United States | $32.2bn | 0.070% | -0.034 pp | -0.030 pp | +17.0% | 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.