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 Chemicals0.54%-0.15 ppIndustrial Gases0.64%-0.11 ppSteel0.11%-0.08 ppCopper0.11%-0.05 ppCommodity Chemicals0.06%-0.05 ppConstruction Materials0.15%-0.03 ppGold0.11%+0.03 ppMetal, Glass & Plastic Containers0.04%-0.02 ppFertilizers & Agricultural Chemicals0.16%-0.01 ppPaper & Plastic Packaging Products & Materials0.34%+0.00 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.16%
Industry change · 12M
-0.01 pp
Fertilizers & Agricultural Chemicals · contribution
-0.013 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2025 · 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 | $8.9bn | 0.020% | -0.000 pp | -0.010 pp | -6.5% | Yes |
| CF Industries → CF | United States | $16.0bn | 0.036% | +0.002 pp | -0.007 pp | +25.3% | Yes |
| Corteva → CTVA | United States | $44.9bn | 0.100% | +0.001 pp | +0.004 pp | +45.2% | 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.