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 Specialty Chemicals
Specialty Chemicals · weight
0.68%
Industry change · 12M
-0.08 pp
Specialty Chemicals · contribution
-0.076 pp
Company participation
83%
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 |
|---|---|---|---|---|---|---|---|
| Albemarle Corporation → ALB | United States | $14.9bn | 0.051% | -0.004 pp | -0.066 pp | -54.4% | No |
| International Flavors & Fragrances → IFF | United States | $17.4bn | 0.059% | +0.012 pp | -0.029 pp | -27.1% | Yes |
| LyondellBasell → LYB | United States | $29.3bn | 0.100% | +0.029 pp | +0.011 pp | +24.5% | Yes |
| Ecolab → ECL | United States | $47.8bn | 0.163% | +0.049 pp | +0.004 pp | +8.2% | Yes |
| PPG Industries → PPG | United States | $28.9bn | 0.098% | +0.025 pp | +0.003 pp | +9.6% | Yes |
| Sherwin-Williams → SHW | United States | $61.0bn | 0.207% | +0.052 pp | +0.000 pp | +6.9% | 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.