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%-0.16 ppSpecialty Chemicals0.46%-0.12 ppGold0.19%+0.09 ppCommodity Chemicals0.03%-0.03 ppPaper & Plastic Packaging Products & Materials0.33%-0.03 ppCopper0.12%-0.02 ppFertilizers & Agricultural Chemicals0.13%-0.02 ppMetal, Glass & Plastic Containers0.03%-0.01 ppConstruction Materials0.15%-0.01 ppSteel0.12%-0.01 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.13%
Industry change · 12M
-0.02 pp
Fertilizers & Agricultural Chemicals · contribution
-0.018 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 |
|---|---|---|---|---|---|---|---|
| CF Industries → CF | United States | $12.3bn | 0.024% | -0.005 pp | -0.010 pp | -10.1% | No |
| Corteva → CTVA | United States | $45.6bn | 0.090% | -0.015 pp | -0.005 pp | +9.5% | No |
| Mosaic Company (The) → MOS | United States | $7.8bn | 0.015% | -0.007 pp | -0.003 pp | -4.6% | 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.