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 & Materials0.35%-0.12 ppIndustrial Gases0.81%+0.11 ppFertilizers & Agricultural Chemicals0.20%-0.10 ppSpecialty Chemicals0.73%-0.07 ppSteel0.19%+0.07 ppCopper0.18%+0.03 ppConstruction Materials0.18%+0.02 ppGold0.10%-0.02 ppCommodity Chemicals0.12%-0.01 ppMetal, Glass & Plastic Containers0.05%-0.01 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.20%
Industry change · 12M
-0.10 pp
Fertilizers & Agricultural Chemicals · contribution
-0.096 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $35.9bn | 0.114% | +0.020 pp | -0.044 pp | -16.9% | Yes |
| CF Industries → CF | United States | $14.9bn | 0.047% | +0.018 pp | -0.026 pp | -24.0% | Yes |
| Mosaic Company (The) → MOS | United States | $12.9bn | 0.041% | +0.015 pp | -0.025 pp | -26.6% | Yes |
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.