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 Specialty Chemicals
Specialty Chemicals · weight
0.72%
Industry change · 12M
-0.02 pp
Specialty Chemicals · contribution
-0.021 pp
Company participation
50%
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 |
|---|---|---|---|---|---|---|---|
| Sherwin-Williams → SHW | United States | $88.4bn | 0.245% | +0.007 pp | +0.047 pp | +56.0% | Yes |
| Albemarle Corporation → ALB | United States | $15.5bn | 0.043% | -0.008 pp | -0.045 pp | -39.8% | No |
| Ecolab → ECL | United States | $65.9bn | 0.183% | +0.014 pp | +0.022 pp | +41.1% | Yes |
| International Flavors & Fragrances → IFF | United States | $22.0bn | 0.061% | -0.001 pp | -0.019 pp | -3.0% | Yes |
| PPG Industries → PPG | United States | $34.1bn | 0.095% | -0.011 pp | -0.013 pp | +10.5% | No |
| LyondellBasell → LYB | United States | $33.2bn | 0.092% | +0.000 pp | -0.012 pp | +14.9% | 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.