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 Specialty Chemicals
Specialty Chemicals · weight
0.69%
Industry change · 12M
-0.09 pp
Specialty Chemicals · contribution
-0.094 pp
Company participation
50%
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 |
|---|---|---|---|---|---|---|---|
| Albemarle Corporation → ALB | United States | $13.5bn | 0.040% | -0.011 pp | -0.073 pp | -58.9% | No |
| International Flavors & Fragrances → IFF | United States | $20.6bn | 0.061% | +0.002 pp | -0.037 pp | -25.2% | Yes |
| Sherwin-Williams → SHW | United States | $77.9bn | 0.232% | +0.024 pp | +0.022 pp | +29.9% | Yes |
| Ecolab → ECL | United States | $56.5bn | 0.168% | +0.006 pp | +0.017 pp | +29.6% | Yes |
| LyondellBasell → LYB | United States | $30.5bn | 0.091% | -0.009 pp | -0.017 pp | +2.6% | No |
| PPG Industries → PPG | United States | $33.3bn | 0.099% | +0.000 pp | -0.006 pp | +10.3% | 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.