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%-32.06 ppIndustrial Gases0.59%+0.10 ppFertilizers & Agricultural Chemicals0.16%+0.05 ppGold0.14%+0.04 ppCommodity Chemicals0.03%-0.03 ppSpecialty Chemicals0.48%+0.02 ppConstruction Materials0.15%+0.02 ppCopper0.12%+0.00 ppSteel0.11%+0.00 ppMetal, Glass & Plastic Containers0.03%-0.00 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.16%
Industry change · 12M
+0.05 pp
Fertilizers & Agricultural Chemicals · contribution
+0.047 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $49.2bn | 0.104% | +0.002 pp | +0.034 pp | +30.0% | No |
| Mosaic Company (The) → MOS | United States | $11.4bn | 0.024% | +0.001 pp | +0.007 pp | +24.7% | Yes |
| CF Industries → CF | United States | $15.0bn | 0.032% | -0.000 pp | +0.007 pp | +24.5% | 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.