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
Paper & Plastic Packaging Products & Materials0.33%-31.37 ppIndustrial Gases0.64%+0.13 ppSpecialty Chemicals0.53%+0.06 ppFertilizers & Agricultural Chemicals0.17%+0.05 ppGold0.13%+0.04 ppCommodity Chemicals0.04%-0.03 ppConstruction Materials0.15%+0.02 ppCopper0.13%-0.02 ppSteel0.10%-0.02 ppMetal, Glass & Plastic Containers0.03%-0.01 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.17%
Industry change · 12M
+0.05 pp
Fertilizers & Agricultural Chemicals · contribution
+0.047 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 |
|---|---|---|---|---|---|---|---|
| Corteva → CTVA | United States | $48.3bn | 0.109% | +0.013 pp | +0.035 pp | +28.0% | Yes |
| Mosaic Company (The) → MOS | United States | $11.5bn | 0.026% | +0.009 pp | +0.007 pp | +20.6% | Yes |
| CF Industries → CF | United States | $14.7bn | 0.033% | +0.003 pp | +0.005 pp | +16.5% | 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.