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 & Materials0.33%-0.12 ppFertilizers & Agricultural Chemicals0.17%-0.10 ppSpecialty Chemicals0.69%-0.09 ppGold0.08%-0.06 ppIndustrial Gases0.75%-0.05 ppCopper0.17%-0.05 ppCommodity Chemicals0.11%-0.03 ppSteel0.19%-0.03 ppConstruction Materials0.18%+0.02 ppMetal, Glass & Plastic Containers0.05%-0.01 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.17%
Industry change · 12M
-0.10 pp
Fertilizers & Agricultural Chemicals · contribution
-0.104 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2024 · 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 | $32.1bn | 0.095% | -0.021 pp | -0.062 pp | -28.6% | No |
| Mosaic Company (The) → MOS | United States | $10.0bn | 0.030% | -0.007 pp | -0.028 pp | -36.4% | No |
| CF Industries → CF | United States | $14.4bn | 0.043% | -0.009 pp | -0.014 pp | -9.0% | 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.