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%+0.15 ppGold0.23%+0.13 ppIndustrial Gases0.52%-0.11 ppSpecialty Chemicals0.47%-0.07 ppCopper0.17%+0.05 ppCommodity Chemicals0.04%-0.02 ppSteel0.13%+0.02 ppFertilizers & Agricultural Chemicals0.14%-0.02 ppMetal, Glass & Plastic Containers0.03%-0.01 ppPaper & Plastic Packaging Products & Materials0.34%+0.01 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.14%
Industry change · 12M
-0.02 pp
Fertilizers & Agricultural Chemicals · contribution
-0.016 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2026 · 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 | $14.5bn | 0.028% | +0.001 pp | -0.008 pp | +3.5% | Yes |
| Corteva → CTVA | United States | $49.2bn | 0.094% | +0.012 pp | -0.006 pp | +12.7% | Yes |
| Mosaic Company (The) → MOS | United States | $8.7bn | 0.017% | -0.000 pp | -0.003 pp | +1.7% | 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.