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 Specialty Chemicals
Specialty Chemicals · weight
0.46%
Industry change · 12M
-0.12 pp
Specialty Chemicals · contribution
-0.119 pp
Company participation
17%
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 |
|---|---|---|---|---|---|---|---|
| Sherwin-Williams → SHW | United States | $85.2bn | 0.167% | -0.022 pp | -0.053 pp | -12.7% | No |
| LyondellBasell → LYB | United States | $15.8bn | 0.031% | -0.007 pp | -0.029 pp | -36.2% | No |
| PPG Industries → PPG | United States | $22.4bn | 0.044% | -0.008 pp | -0.020 pp | -17.4% | No |
| International Flavors & Fragrances → IFF | United States | $17.8bn | 0.035% | -0.001 pp | -0.017 pp | -22.3% | No |
| Ecolab → ECL | United States | $77.9bn | 0.153% | -0.010 pp | -0.002 pp | +11.7% | No |
| Albemarle Corporation → ALB | United States | $15.3bn | 0.030% | +0.009 pp | +0.002 pp | +23.3% | 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.