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 Specialty Chemicals
Specialty Chemicals · weight
0.45%
Industry change · 12M
-0.09 pp
Specialty Chemicals · contribution
-0.089 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 |
|---|---|---|---|---|---|---|---|
| Albemarle Corporation → ALB | United States | $11.2bn | 0.021% | -0.022 pp | -0.039 pp | -56.7% | No |
| PPG Industries → PPG | United States | $29.5bn | 0.055% | -0.039 pp | -0.025 pp | -13.5% | No |
| Sherwin-Williams → SHW | United States | $75.7bn | 0.142% | -0.103 pp | -0.017 pp | +13.4% | No |
| LyondellBasell → LYB | United States | $31.1bn | 0.058% | -0.034 pp | -0.011 pp | +9.8% | No |
| Ecolab → ECL | United States | $68.0bn | 0.127% | -0.055 pp | +0.004 pp | +28.9% | No |
| International Flavors & Fragrances → IFF | United States | $24.3bn | 0.046% | -0.015 pp | -0.001 pp | +23.3% | 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.