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 & Materials0.31%-30.61 ppIndustrial Gases0.61%+0.11 ppFertilizers & Agricultural Chemicals0.17%+0.05 ppSpecialty Chemicals0.50%+0.05 ppGold0.14%+0.05 ppCommodity Chemicals0.04%-0.03 ppConstruction Materials0.15%+0.02 ppSteel0.11%-0.00 ppCopper0.13%+0.00 ppMetal, Glass & Plastic Containers0.03%-0.00 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.17%
Industry change · 12M
+0.05 pp
Fertilizers & Agricultural Chemicals · contribution
+0.053 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $50.8bn | 0.110% | +0.007 pp | +0.039 pp | +39.7% | Yes |
| Mosaic Company (The) → MOS | United States | $11.6bn | 0.025% | +0.005 pp | +0.008 pp | +30.2% | Yes |
| CF Industries → CF | United States | $14.9bn | 0.032% | +0.001 pp | +0.007 pp | +27.1% | 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.