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 Gases0.68%-0.13 ppSpecialty Chemicals0.63%-0.08 ppFertilizers & Agricultural Chemicals0.15%-0.07 ppSteel0.13%-0.06 ppGold0.14%+0.04 ppCommodity Chemicals0.09%-0.03 ppConstruction Materials0.15%-0.02 ppPaper & Plastic Packaging Products & Materials0.38%+0.02 ppCopper0.17%-0.01 ppMetal, Glass & Plastic Containers0.05%-0.00 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.63%
Industry change · 12M
-0.08 pp
Specialty Chemicals · contribution
-0.083 pp
Company participation
83%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $11.1bn | 0.026% | +0.005 pp | -0.041 pp | -43.5% | No |
| PPG Industries → PPG | United States | $30.9bn | 0.072% | +0.017 pp | -0.030 pp | +4.1% | Yes |
| LyondellBasell → LYB | United States | $31.2bn | 0.073% | +0.014 pp | -0.030 pp | +6.8% | Yes |
| Ecolab → ECL | United States | $72.7bn | 0.169% | +0.042 pp | +0.008 pp | +52.2% | Yes |
| Sherwin-Williams → SHW | United States | $96.3bn | 0.224% | +0.082 pp | +0.005 pp | +51.0% | Yes |
| International Flavors & Fragrances → IFF | United States | $26.8bn | 0.062% | +0.017 pp | +0.004 pp | +57.5% | 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.