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 Specialty Chemicals
Specialty Chemicals · weight
0.69%
Industry change · 12M
-0.05 pp
Specialty Chemicals · contribution
-0.048 pp
Company participation
50%
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 |
|---|---|---|---|---|---|---|---|
| Albemarle Corporation → ALB | United States | $14.1bn | 0.041% | +0.001 pp | -0.033 pp | -34.5% | No |
| Ecolab → ECL | United States | $64.6bn | 0.187% | +0.019 pp | +0.026 pp | +36.3% | Yes |
| PPG Industries → PPG | United States | $30.3bn | 0.088% | -0.011 pp | -0.024 pp | -6.3% | No |
| International Flavors & Fragrances → IFF | United States | $21.6bn | 0.063% | +0.001 pp | -0.021 pp | -9.4% | Yes |
| Sherwin-Williams → SHW | United States | $76.0bn | 0.220% | -0.012 pp | +0.013 pp | +27.3% | No |
| LyondellBasell → LYB | United States | $32.6bn | 0.094% | +0.004 pp | -0.010 pp | +11.4% | Yes |
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.