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 & Materials31.70%+3.91 ppIndustrial Gases0.51%-0.06 ppSpecialty Chemicals0.47%-0.04 ppFertilizers & Agricultural Chemicals0.12%-0.03 ppCopper0.14%+0.02 ppGold0.09%+0.01 ppCommodity Chemicals0.08%-0.01 ppConstruction Materials0.13%+0.01 ppSteel0.12%-0.00 ppMetal, Glass & Plastic Containers0.04%+0.00 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.12%
Industry change · 12M
-0.03 pp
Fertilizers & Agricultural Chemicals · contribution
-0.028 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $39.0bn | 0.075% | -0.033 pp | -0.019 pp | +5.6% | No |
| Mosaic Company (The) → MOS | United States | $9.9bn | 0.019% | -0.010 pp | -0.007 pp | -1.5% | No |
| CF Industries → CF | United States | $14.6bn | 0.028% | -0.016 pp | -0.002 pp | +32.7% | 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.