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 Specialty Chemicals
Specialty Chemicals · weight
0.47%
Industry change · 12M
-0.04 pp
Specialty Chemicals · contribution
-0.042 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 |
|---|---|---|---|---|---|---|---|
| Albemarle Corporation → ALB | United States | $14.4bn | 0.028% | -0.019 pp | -0.029 pp | -36.0% | No |
| PPG Industries → PPG | United States | $30.8bn | 0.059% | -0.037 pp | -0.017 pp | +2.0% | No |
| Ecolab → ECL | United States | $66.3bn | 0.127% | -0.057 pp | +0.011 pp | +42.3% | No |
| LyondellBasell → LYB | United States | $32.4bn | 0.062% | -0.031 pp | -0.007 pp | +20.8% | No |
| Sherwin-Williams → SHW | United States | $77.0bn | 0.147% | -0.095 pp | +0.002 pp | +34.6% | No |
| International Flavors & Fragrances → IFF | United States | $24.6bn | 0.047% | -0.008 pp | -0.002 pp | +29.1% | 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.