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
Construction Materials0.31%+0.16 ppGold0.21%+0.12 ppIndustrial Gases0.50%-0.10 ppSpecialty Chemicals0.44%-0.09 ppCommodity Chemicals0.03%-0.03 ppSteel0.12%+0.02 ppCopper0.14%+0.02 ppFertilizers & Agricultural Chemicals0.13%-0.01 ppMetal, Glass & Plastic Containers0.03%-0.01 ppPaper & Plastic Packaging Products & Materials0.33%-0.01 pp
3 · Sub-industry
Inside Construction Materials
Construction Materials · weight
0.31%
Industry change · 12M
+0.16 pp
Construction Materials · contribution
+0.163 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 |
|---|---|---|---|---|---|---|---|
| CRH plc → CRH | United States | $83.6bn | 0.164% | +0.164 pp | +0.164 pp | +35.9% | Yes |
| Vulcan Materials Company → VMC | United States | $37.7bn | 0.074% | -0.008 pp | -0.003 pp | +11.7% | No |
| Martin Marietta Materials → MLM | United States | $37.6bn | 0.074% | -0.003 pp | +0.002 pp | +21.3% | 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.