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 Specialty Chemicals
Specialty Chemicals · weight
0.72%
Industry change · 12M
-0.05 pp
Specialty Chemicals · contribution
-0.052 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 |
|---|---|---|---|---|---|---|---|
| Albemarle Corporation → ALB | United States | $16.2bn | 0.046% | +0.002 pp | -0.058 pp | -45.3% | No |
| Sherwin-Williams → SHW | United States | $84.5bn | 0.242% | +0.020 pp | +0.041 pp | +51.4% | Yes |
| International Flavors & Fragrances → IFF | United States | $19.3bn | 0.055% | -0.005 pp | -0.028 pp | -15.5% | No |
| Ecolab → ECL | United States | $64.2bn | 0.184% | +0.014 pp | +0.025 pp | +42.8% | Yes |
| LyondellBasell → LYB | United States | $32.5bn | 0.093% | -0.003 pp | -0.017 pp | +10.1% | No |
| PPG Industries → PPG | United States | $33.3bn | 0.095% | -0.009 pp | -0.014 pp | +9.2% | 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.