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%-0.08 ppIndustrial Gases0.77%-0.07 ppFertilizers & Agricultural Chemicals0.18%-0.06 ppConstruction Materials0.20%+0.05 ppSpecialty Chemicals0.69%-0.05 ppCopper0.21%+0.02 ppCommodity Chemicals0.12%-0.01 ppSteel0.18%-0.01 ppGold0.14%+0.01 ppMetal, Glass & Plastic Containers0.06%+0.01 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.18%
Industry change · 12M
-0.06 pp
Fertilizers & Agricultural Chemicals · contribution
-0.061 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $38.0bn | 0.110% | +0.015 pp | -0.037 pp | -10.3% | Yes |
| Mosaic Company (The) → MOS | United States | $10.1bn | 0.029% | -0.001 pp | -0.019 pp | -25.0% | No |
| CF Industries → CF | United States | $14.9bn | 0.043% | +0.000 pp | -0.004 pp | +12.8% | 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.