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 & Materials30.92%+3.21 ppSpecialty Chemicals0.45%-0.09 ppIndustrial Gases0.50%-0.08 ppFertilizers & Agricultural Chemicals0.11%-0.04 ppSteel0.11%-0.03 ppCommodity Chemicals0.07%-0.02 ppGold0.09%+0.01 ppConstruction Materials0.12%-0.01 ppMetal, Glass & Plastic Containers0.03%-0.01 ppCopper0.13%-0.00 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.11%
Industry change · 12M
-0.04 pp
Fertilizers & Agricultural Chemicals · contribution
-0.039 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $37.6bn | 0.070% | -0.042 pp | -0.024 pp | -4.7% | No |
| Mosaic Company (The) → MOS | United States | $9.3bn | 0.017% | -0.012 pp | -0.009 pp | -15.4% | No |
| CF Industries → CF | United States | $13.5bn | 0.025% | -0.018 pp | -0.006 pp | +9.3% | 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.