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 Specialty Chemicals
Specialty Chemicals · weight
0.56%
Industry change · 12M
-0.16 pp
Specialty Chemicals · contribution
-0.159 pp
Company participation
33%
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 |
|---|---|---|---|---|---|---|---|
| LyondellBasell → LYB | United States | $22.8bn | 0.054% | -0.001 pp | -0.038 pp | -26.8% | No |
| Sherwin-Williams → SHW | United States | $87.8bn | 0.208% | +0.014 pp | -0.037 pp | +1.4% | Yes |
| PPG Industries → PPG | United States | $24.8bn | 0.059% | -0.004 pp | -0.036 pp | -22.9% | No |
| Albemarle Corporation → ALB | United States | $8.5bn | 0.020% | -0.003 pp | -0.023 pp | -44.3% | No |
| International Flavors & Fragrances → IFF | United States | $19.8bn | 0.047% | -0.002 pp | -0.014 pp | -8.1% | No |
| Ecolab → ECL | United States | $71.7bn | 0.170% | +0.020 pp | -0.012 pp | +10.9% | 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.