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 Specialty Chemicals
Specialty Chemicals · weight
0.53%
Industry change · 12M
+0.06 pp
Specialty Chemicals · contribution
+0.062 pp
Company participation
17%
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 |
|---|---|---|---|---|---|---|---|
| Sherwin-Williams → SHW | United States | $89.9bn | 0.204% | +0.000 pp | +0.057 pp | +19.1% | No |
| Ecolab → ECL | United States | $75.3bn | 0.171% | +0.000 pp | +0.044 pp | +15.5% | Yes |
| LyondellBasell → LYB | United States | $18.2bn | 0.041% | -0.014 pp | -0.021 pp | -39.6% | No |
| Albemarle Corporation → ALB | United States | $6.6bn | 0.015% | -0.005 pp | -0.013 pp | -53.7% | No |
| International Flavors & Fragrances → IFF | United States | $19.6bn | 0.044% | -0.002 pp | -0.003 pp | -19.0% | No |
| PPG Industries → PPG | United States | $25.2bn | 0.057% | -0.000 pp | -0.002 pp | -13.7% | 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.