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
Universe›Materials›Industrial Gases›Industrial Gases

1 · Sector

Weight and 12M allocation change

Materials32.5%+2.94 ppFinancials8.1%+0.31 ppConsumer Staples5.2%+0.08 ppIndustrials7.1%-0.13 ppInformation Technology20.9%-0.23 ppUtilities1.9%-0.23 ppEnergy2.1%-0.24 ppCommunication Services1.8%-0.26 ppReal Estate1.8%-0.29 ppConsumer Discretionary8.2%-0.72 ppHealth Care10.3%-1.24 pp

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 Industrial Gases

Industrial Gases0.50%-0.083 pp
Concentrated

Most of this industry's losses came from a few companies.

View all contributions →
Industrial Gases · weight
0.50%
Industry change · 12M
-0.08 pp
Industrial Gases · contribution
-0.083 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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Air Products →
APD
United States$57.4bn0.108%-0.042 pp-0.046 pp-12.1%No
Linde plc →
LIN
United States$210.9bn0.395%-0.225 pp-0.037 pp+16.6%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.