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 Specialty Chemicals
Specialty Chemicals · weight
0.71%
Industry change · 12M
-0.07 pp
Specialty Chemicals · contribution
-0.072 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 |
|---|---|---|---|---|---|---|---|
| Albemarle Corporation → ALB | United States | $20.0bn | 0.067% | +0.006 pp | -0.055 pp | -35.2% | Yes |
| International Flavors & Fragrances → IFF | United States | $17.4bn | 0.058% | +0.011 pp | -0.033 pp | -21.9% | Yes |
| Sherwin-Williams → SHW | United States | $65.6bn | 0.219% | +0.061 pp | +0.010 pp | +25.8% | Yes |
| LyondellBasell → LYB | United States | $30.7bn | 0.103% | +0.033 pp | +0.006 pp | +32.6% | Yes |
| Ecolab → ECL | United States | $48.3bn | 0.161% | +0.038 pp | -0.000 pp | +18.8% | Yes |
| PPG Industries → PPG | United States | $30.6bn | 0.102% | +0.021 pp | -0.000 pp | +19.5% | 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.