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
Industrial Gases0.84%+0.12 ppFertilizers & Agricultural Chemicals0.21%-0.10 ppPaper & Plastic Packaging Products & Materials0.35%-0.08 ppSpecialty Chemicals0.68%-0.08 ppSteel0.18%+0.06 ppConstruction Materials0.17%+0.02 ppGold0.10%-0.02 ppCopper0.16%+0.00 ppMetal, Glass & Plastic Containers0.05%-0.00 ppCommodity Chemicals0.12%-0.00 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.21%
Industry change · 12M
-0.10 pp
Fertilizers & Agricultural Chemicals · contribution
-0.102 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $34.2bn | 0.116% | +0.029 pp | -0.050 pp | -25.5% | Yes |
| Mosaic Company (The) → MOS | United States | $10.8bn | 0.037% | +0.007 pp | -0.029 pp | -38.2% | Yes |
| CF Industries → CF | United States | $15.4bn | 0.052% | +0.017 pp | -0.023 pp | -23.4% | 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.