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
Fertilizers & Agricultural Chemicals0.18%-0.11 ppPaper & Plastic Packaging Products & Materials0.35%-0.10 ppSpecialty Chemicals0.70%-0.07 ppSteel0.19%+0.06 ppGold0.10%-0.03 ppCopper0.17%-0.03 ppConstruction Materials0.18%+0.02 ppIndustrial Gases0.81%+0.01 ppCommodity Chemicals0.11%-0.01 ppMetal, Glass & Plastic Containers0.05%-0.01 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.70%
Industry change · 12M
-0.07 pp
Specialty Chemicals · contribution
-0.070 pp
Company participation
83%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $14.2bn | 0.044% | -0.030 pp | -0.066 pp | -56.1% | No |
| International Flavors & Fragrances → IFF | United States | $19.2bn | 0.060% | +0.003 pp | -0.032 pp | -25.9% | Yes |
| Ecolab → ECL | United States | $54.7bn | 0.170% | +0.003 pp | +0.026 pp | +29.6% | Yes |
| PPG Industries → PPG | United States | $33.5bn | 0.104% | -0.002 pp | -0.003 pp | +7.0% | Yes |
| Sherwin-Williams → SHW | United States | $71.4bn | 0.222% | -0.000 pp | +0.003 pp | +13.0% | Yes |
| LyondellBasell → LYB | United States | $30.8bn | 0.096% | -0.006 pp | +0.002 pp | +17.9% | 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.