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 Gases0.67%-0.17 ppSpecialty Chemicals0.60%-0.08 ppSteel0.13%-0.06 ppFertilizers & Agricultural Chemicals0.15%-0.05 ppCommodity Chemicals0.08%-0.03 ppPaper & Plastic Packaging Products & Materials0.38%+0.03 ppGold0.12%+0.02 ppCopper0.15%-0.01 ppMetal, Glass & Plastic Containers0.04%-0.01 ppConstruction Materials0.17%-0.00 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.15%
Industry change · 12M
-0.05 pp
Fertilizers & Agricultural Chemicals · contribution
-0.052 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 |
|---|---|---|---|---|---|---|---|
| CF Industries → CF | United States | $14.3bn | 0.034% | +0.009 pp | -0.019 pp | +5.6% | Yes |
| Corteva → CTVA | United States | $42.2bn | 0.099% | +0.029 pp | -0.017 pp | +28.1% | Yes |
| Mosaic Company (The) → MOS | United States | $8.5bn | 0.020% | +0.003 pp | -0.017 pp | -15.3% | 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.