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 & Materials32.36%+2.08 ppIndustrial Gases0.50%-0.07 ppSpecialty Chemicals0.45%-0.06 ppFertilizers & Agricultural Chemicals0.11%-0.04 ppGold0.10%+0.03 ppSteel0.11%-0.03 ppCopper0.12%-0.02 ppCommodity Chemicals0.07%-0.02 ppConstruction Materials0.13%+0.01 ppMetal, Glass & Plastic Containers0.04%-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
-0.040 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $39.1bn | 0.070% | -0.040 pp | -0.017 pp | +0.7% | No |
| Mosaic Company (The) → MOS | United States | $9.6bn | 0.017% | -0.012 pp | -0.012 pp | -25.1% | No |
| CF Industries → CF | United States | $14.0bn | 0.025% | -0.018 pp | -0.010 pp | -4.7% | 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.