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 Chemicals0.56%-0.16 ppIndustrial Gases0.68%-0.09 ppSteel0.11%-0.09 ppConstruction Materials0.14%-0.06 ppCopper0.13%-0.06 ppCommodity Chemicals0.06%-0.05 ppPaper & Plastic Packaging Products & Materials0.36%+0.04 ppFertilizers & Agricultural Chemicals0.15%-0.03 ppMetal, Glass & Plastic Containers0.03%-0.02 ppGold0.13%+0.01 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.15%
Industry change · 12M
-0.03 pp
Fertilizers & Agricultural Chemicals · contribution
-0.030 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| CF Industries → CF | United States | $13.2bn | 0.031% | -0.002 pp | -0.012 pp | -3.7% | No |
| Corteva → CTVA | United States | $43.1bn | 0.102% | +0.014 pp | -0.010 pp | +10.4% | Yes |
| Mosaic Company (The) → MOS | United States | $8.6bn | 0.020% | +0.003 pp | -0.009 pp | -14.1% | 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.