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
Industrial Gases0.49%-0.18 ppSpecialty Chemicals0.44%-0.16 ppPaper & Plastic Packaging Products & Materials0.32%-0.07 ppGold0.17%+0.05 ppCommodity Chemicals0.03%-0.05 ppCopper0.12%-0.03 ppFertilizers & Agricultural Chemicals0.13%-0.03 ppConstruction Materials0.15%-0.02 ppMetal, Glass & Plastic Containers0.03%-0.02 ppSteel0.11%-0.01 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.44%
Industry change · 12M
-0.16 pp
Specialty Chemicals · contribution
-0.160 pp
Company participation
17%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $85.5bn | 0.168% | -0.006 pp | -0.045 pp | -3.0% | No |
| LyondellBasell → LYB | United States | $14.9bn | 0.029% | -0.010 pp | -0.037 pp | -42.0% | No |
| International Flavors & Fragrances → IFF | United States | $16.1bn | 0.032% | -0.007 pp | -0.028 pp | -35.3% | No |
| PPG Industries → PPG | United States | $21.9bn | 0.043% | -0.007 pp | -0.025 pp | -19.6% | No |
| Ecolab → ECL | United States | $72.6bn | 0.142% | -0.014 pp | -0.021 pp | +5.4% | No |
| Albemarle Corporation → ALB | United States | $11.6bn | 0.023% | +0.006 pp | -0.004 pp | +5.9% | 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.