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 Industrial Gases
Industrial Gases · weight
0.82%
Industry change · 12M
+0.09 pp
Industrial Gases · 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 |
|---|---|---|---|---|---|---|---|
| Linde plc → LIN | United States | $181.7bn | 0.607% | +0.175 pp | +0.079 pp | +40.1% | Yes |
| Air Products → APD | United States | $63.0bn | 0.210% | +0.056 pp | +0.007 pp | +24.7% | 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.