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 & Materials0.32%-0.11 ppFertilizers & Agricultural Chemicals0.18%-0.10 ppIndustrial Gases0.77%-0.06 ppSpecialty Chemicals0.72%-0.05 ppCopper0.16%-0.05 ppConstruction Materials0.20%+0.04 ppSteel0.19%-0.03 ppCommodity Chemicals0.11%-0.03 ppGold0.10%-0.02 ppMetal, Glass & Plastic Containers0.06%-0.00 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.18%
Industry change · 12M
-0.10 pp
Fertilizers & Agricultural Chemicals · contribution
-0.098 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 | $37.6bn | 0.108% | +0.008 pp | -0.048 pp | -13.0% | Yes |
| Mosaic Company (The) → MOS | United States | $10.0bn | 0.029% | -0.008 pp | -0.034 pp | -39.9% | No |
| CF Industries → CF | United States | $15.2bn | 0.044% | -0.001 pp | -0.016 pp | -3.9% | 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.