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 Chemicals0.55%-0.16 ppIndustrial Gases0.65%-0.12 ppSteel0.12%-0.08 ppConstruction Materials0.14%-0.06 ppCommodity Chemicals0.06%-0.05 ppPaper & Plastic Packaging Products & Materials0.37%+0.05 ppCopper0.12%-0.04 ppFertilizers & Agricultural Chemicals0.14%-0.04 ppMetal, Glass & Plastic Containers0.03%-0.02 ppGold0.11%+0.00 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.55%
Industry change · 12M
-0.16 pp
Specialty Chemicals · contribution
-0.162 pp
Company participation
17%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 |
|---|---|---|---|---|---|---|---|
| Sherwin-Williams → SHW | United States | $91.1bn | 0.204% | -0.017 pp | -0.038 pp | +9.8% | No |
| PPG Industries → PPG | United States | $25.7bn | 0.057% | -0.006 pp | -0.038 pp | -18.3% | No |
| LyondellBasell → LYB | United States | $24.9bn | 0.056% | -0.004 pp | -0.038 pp | -19.0% | No |
| Albemarle Corporation → ALB | United States | $9.1bn | 0.020% | -0.008 pp | -0.026 pp | -43.3% | No |
| Ecolab → ECL | United States | $76.1bn | 0.170% | +0.015 pp | -0.014 pp | +20.8% | Yes |
| International Flavors & Fragrances → IFF | United States | $20.9bn | 0.047% | -0.005 pp | -0.008 pp | +10.3% | No |
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.