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 Specialty Chemicals
Specialty Chemicals · weight
0.64%
Industry change · 12M
-0.09 pp
Specialty Chemicals · contribution
-0.090 pp
Company participation
83%
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 |
|---|---|---|---|---|---|---|---|
| Albemarle Corporation → ALB | United States | $10.6bn | 0.026% | -0.002 pp | -0.049 pp | -54.0% | No |
| PPG Industries → PPG | United States | $30.3bn | 0.073% | +0.014 pp | -0.033 pp | -6.6% | Yes |
| LyondellBasell → LYB | United States | $32.1bn | 0.078% | +0.016 pp | -0.025 pp | +5.4% | Yes |
| Ecolab → ECL | United States | $72.0bn | 0.174% | +0.047 pp | +0.007 pp | +39.2% | Yes |
| International Flavors & Fragrances → IFF | United States | $26.6bn | 0.064% | +0.017 pp | +0.007 pp | +52.2% | Yes |
| Sherwin-Williams → SHW | United States | $93.2bn | 0.225% | +0.078 pp | +0.002 pp | +37.1% | 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.