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%-0.10 ppFertilizers & Agricultural Chemicals0.18%-0.06 ppConstruction Materials0.21%+0.05 ppIndustrial Gases0.77%-0.04 ppSpecialty Chemicals0.72%-0.02 ppCommodity Chemicals0.11%-0.02 ppGold0.11%-0.02 ppCopper0.19%-0.01 ppSteel0.20%-0.00 ppMetal, Glass & Plastic Containers0.06%-0.00 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.18%
Industry change · 12M
-0.06 pp
Fertilizers & Agricultural Chemicals · contribution
-0.063 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $40.5bn | 0.112% | +0.012 pp | -0.034 pp | -3.2% | Yes |
| Mosaic Company (The) → MOS | United States | $10.4bn | 0.029% | -0.006 pp | -0.024 pp | -27.6% | No |
| CF Industries → CF | United States | $15.7bn | 0.043% | -0.002 pp | -0.005 pp | +17.4% | 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.