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 Specialty Chemicals
Specialty Chemicals · weight
0.60%
Industry change · 12M
-0.08 pp
Specialty Chemicals · contribution
-0.082 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 |
|---|---|---|---|---|---|---|---|
| LyondellBasell → LYB | United States | $28.2bn | 0.066% | +0.008 pp | -0.033 pp | +1.5% | Yes |
| PPG Industries → PPG | United States | $28.9bn | 0.068% | +0.015 pp | -0.031 pp | +3.5% | Yes |
| Albemarle Corporation → ALB | United States | $11.1bn | 0.026% | +0.006 pp | -0.024 pp | -24.2% | Yes |
| Sherwin-Williams → SHW | United States | $90.4bn | 0.212% | +0.054 pp | +0.005 pp | +51.9% | Yes |
| Ecolab → ECL | United States | $69.6bn | 0.164% | +0.045 pp | +0.001 pp | +48.0% | Yes |
| International Flavors & Fragrances → IFF | United States | $25.4bn | 0.060% | +0.014 pp | +0.000 pp | +48.8% | 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.