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
Industrial Gases0.70%-0.11 ppSpecialty Chemicals0.64%-0.09 ppSteel0.13%-0.06 ppFertilizers & Agricultural Chemicals0.15%-0.05 ppGold0.15%+0.05 ppPaper & Plastic Packaging Products & Materials0.39%+0.03 ppCommodity Chemicals0.09%-0.03 ppCopper0.15%-0.03 ppConstruction Materials0.16%-0.02 ppMetal, Glass & Plastic Containers0.05%-0.01 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.15%
Industry change · 12M
-0.05 pp
Fertilizers & Agricultural Chemicals · contribution
-0.049 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 |
|---|---|---|---|---|---|---|---|
| Mosaic Company (The) → MOS | United States | $9.1bn | 0.022% | +0.003 pp | -0.019 pp | -24.6% | No |
| Corteva → CTVA | United States | $39.7bn | 0.096% | +0.021 pp | -0.018 pp | +14.5% | Yes |
| CF Industries → CF | United States | $15.0bn | 0.036% | +0.008 pp | -0.011 pp | +10.5% | Yes |
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.