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 & Materials0.34%-0.12 ppFertilizers & Agricultural Chemicals0.18%-0.08 ppIndustrial Gases0.78%-0.05 ppSpecialty Chemicals0.72%-0.05 ppGold0.10%-0.04 ppConstruction Materials0.18%+0.02 ppCopper0.18%-0.01 ppCommodity Chemicals0.11%-0.01 ppMetal, Glass & Plastic Containers0.05%-0.00 ppSteel0.18%+0.00 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.18%
Industry change · 12M
-0.08 pp
Fertilizers & Agricultural Chemicals · contribution
-0.085 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $33.8bn | 0.101% | -0.021 pp | -0.051 pp | -17.5% | No |
| Mosaic Company (The) → MOS | United States | $11.7bn | 0.035% | -0.005 pp | -0.019 pp | -16.4% | No |
| CF Industries → CF | United States | $15.2bn | 0.045% | -0.010 pp | -0.015 pp | -4.7% | No |
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.