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
Specialty Chemicals0.53%-0.18 ppIndustrial Gases0.60%-0.18 ppSteel0.10%-0.08 ppCopper0.12%-0.06 ppCommodity Chemicals0.06%-0.05 ppFertilizers & Agricultural Chemicals0.14%-0.04 ppConstruction Materials0.15%-0.03 ppMetal, Glass & Plastic Containers0.04%-0.02 ppPaper & Plastic Packaging Products & Materials0.34%+0.00 ppGold0.10%-0.00 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.14%
Industry change · 12M
-0.04 pp
Fertilizers & Agricultural Chemicals · contribution
-0.041 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 |
|---|---|---|---|---|---|---|---|
| Mosaic Company (The) → MOS | United States | $7.8bn | 0.018% | -0.002 pp | -0.017 pp | -29.1% | No |
| Corteva → CTVA | United States | $39.1bn | 0.089% | -0.006 pp | -0.012 pp | +20.2% | No |
| CF Industries → CF | United States | $14.8bn | 0.034% | -0.002 pp | -0.012 pp | +10.1% | 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.