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 Specialty Chemicals
Specialty Chemicals · weight
0.44%
Industry change · 12M
-0.09 pp
Specialty Chemicals · contribution
-0.092 pp
Company participation
17%
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 |
|---|---|---|---|---|---|---|---|
| Sherwin-Williams → SHW | United States | $80.3bn | 0.157% | -0.015 pp | -0.037 pp | -3.8% | No |
| LyondellBasell → LYB | United States | $13.9bn | 0.027% | -0.004 pp | -0.027 pp | -36.0% | No |
| PPG Industries → PPG | United States | $23.0bn | 0.045% | -0.002 pp | -0.018 pp | -12.0% | No |
| International Flavors & Fragrances → IFF | United States | $17.3bn | 0.034% | +0.002 pp | -0.015 pp | -18.4% | No |
| Albemarle Corporation → ALB | United States | $16.6bn | 0.033% | +0.014 pp | +0.010 pp | +67.7% | Yes |
| Ecolab → ECL | United States | $74.4bn | 0.146% | -0.010 pp | -0.005 pp | +13.2% | 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.