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 Specialty Chemicals
Specialty Chemicals · weight
0.72%
Industry change · 12M
-0.05 pp
Specialty Chemicals · contribution
-0.048 pp
Company participation
67%
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 |
|---|---|---|---|---|---|---|---|
| Albemarle Corporation → ALB | United States | $17.0bn | 0.051% | -0.016 pp | -0.041 pp | -32.8% | No |
| International Flavors & Fragrances → IFF | United States | $20.7bn | 0.062% | +0.004 pp | -0.035 pp | -19.5% | Yes |
| Ecolab → ECL | United States | $56.6bn | 0.169% | +0.007 pp | +0.019 pp | +37.9% | Yes |
| Sherwin-Williams → SHW | United States | $79.8bn | 0.238% | +0.019 pp | +0.016 pp | +32.7% | Yes |
| LyondellBasell → LYB | United States | $30.8bn | 0.092% | -0.011 pp | -0.006 pp | +20.7% | No |
| PPG Industries → PPG | United States | $35.3bn | 0.105% | +0.003 pp | -0.001 pp | +21.2% | 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.