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 & Materials0.36%-0.09 ppFertilizers & Agricultural Chemicals0.22%-0.09 ppIndustrial Gases0.82%+0.09 ppSteel0.19%+0.08 ppSpecialty Chemicals0.71%-0.07 ppGold0.10%-0.03 ppCopper0.18%+0.03 ppConstruction Materials0.17%+0.01 ppMetal, Glass & Plastic Containers0.05%-0.01 ppCommodity Chemicals0.12%-0.00 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.22%
Industry change · 12M
-0.09 pp
Fertilizers & Agricultural Chemicals · contribution
-0.086 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $36.3bn | 0.121% | +0.027 pp | -0.040 pp | -9.5% | Yes |
| Mosaic Company (The) → MOS | United States | $11.8bn | 0.040% | +0.013 pp | -0.026 pp | -24.6% | Yes |
| CF Industries → CF | United States | $16.5bn | 0.055% | +0.024 pp | -0.020 pp | -9.2% | 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.