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 Gases0.65%-0.16 ppSpecialty Chemicals0.58%-0.12 ppSteel0.13%-0.06 ppCommodity Chemicals0.07%-0.04 ppFertilizers & Agricultural Chemicals0.15%-0.03 ppCopper0.14%-0.03 ppPaper & Plastic Packaging Products & Materials0.36%+0.01 ppMetal, Glass & Plastic Containers0.04%-0.01 ppConstruction Materials0.16%-0.01 ppGold0.11%+0.01 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.58%
Industry change · 12M
-0.12 pp
Specialty Chemicals · contribution
-0.119 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 |
|---|---|---|---|---|---|---|---|
| PPG Industries → PPG | United States | $28.9bn | 0.064% | -0.009 pp | -0.041 pp | -10.6% | No |
| LyondellBasell → LYB | United States | $27.1bn | 0.060% | -0.018 pp | -0.036 pp | -8.8% | No |
| Albemarle Corporation → ALB | United States | $12.7bn | 0.028% | +0.002 pp | -0.016 pp | -9.9% | Yes |
| Ecolab → ECL | United States | $70.4bn | 0.155% | -0.019 pp | -0.015 pp | +31.1% | Yes |
| International Flavors & Fragrances → IFF | United States | $23.4bn | 0.052% | -0.013 pp | -0.008 pp | +24.0% | No |
| Sherwin-Williams → SHW | United States | $100.1bn | 0.221% | -0.004 pp | -0.002 pp | +43.7% | 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.