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 Specialty Chemicals
Specialty Chemicals · weight
0.73%
Industry change · 12M
-0.07 pp
Specialty Chemicals · contribution
-0.070 pp
Company participation
83%
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 |
|---|---|---|---|---|---|---|---|
| International Flavors & Fragrances → IFF | United States | $18.0bn | 0.057% | +0.009 pp | -0.043 pp | -33.9% | No |
| Albemarle Corporation → ALB | United States | $23.3bn | 0.074% | +0.018 pp | -0.038 pp | -25.4% | Yes |
| Sherwin-Williams → SHW | United States | $69.9bn | 0.223% | +0.078 pp | +0.007 pp | +18.3% | Yes |
| LyondellBasell → LYB | United States | $32.0bn | 0.102% | +0.033 pp | +0.005 pp | +25.5% | Yes |
| PPG Industries → PPG | United States | $33.4bn | 0.106% | +0.030 pp | -0.000 pp | +13.8% | Yes |
| Ecolab → ECL | United States | $52.4bn | 0.167% | +0.051 pp | -0.000 pp | +13.7% | 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.