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 Specialty Chemicals
Specialty Chemicals · weight
0.50%
Industry change · 12M
+0.05 pp
Specialty Chemicals · contribution
+0.053 pp
Company participation
0%
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 |
|---|---|---|---|---|---|---|---|
| Sherwin-Williams → SHW | United States | $86.0bn | 0.186% | -0.023 pp | +0.044 pp | +16.0% | No |
| Ecolab → ECL | United States | $76.4bn | 0.165% | -0.006 pp | +0.037 pp | +14.3% | No |
| LyondellBasell → LYB | United States | $18.6bn | 0.040% | -0.014 pp | -0.018 pp | -35.0% | No |
| Albemarle Corporation → ALB | United States | $7.4bn | 0.016% | -0.004 pp | -0.005 pp | -33.0% | No |
| International Flavors & Fragrances → IFF | United States | $18.8bn | 0.041% | -0.007 pp | -0.005 pp | -21.3% | No |
| PPG Industries → PPG | United States | $25.8bn | 0.056% | -0.003 pp | +0.000 pp | -7.5% | 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.