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 Specialty Chemicals
Specialty Chemicals · weight
0.47%
Industry change · 12M
-0.07 pp
Specialty Chemicals · contribution
-0.070 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 |
|---|---|---|---|---|---|---|---|
| Sherwin-Williams → SHW | United States | $87.9bn | 0.168% | +0.001 pp | -0.032 pp | -0.1% | No |
| LyondellBasell → LYB | United States | $15.8bn | 0.030% | +0.001 pp | -0.024 pp | -28.9% | No |
| Albemarle Corporation → ALB | United States | $20.1bn | 0.038% | +0.016 pp | +0.016 pp | +106.9% | Yes |
| International Flavors & Fragrances → IFF | United States | $17.9bn | 0.034% | +0.003 pp | -0.015 pp | -18.0% | Yes |
| PPG Industries → PPG | United States | $25.9bn | 0.050% | +0.007 pp | -0.010 pp | +2.9% | Yes |
| Ecolab → ECL | United States | $79.9bn | 0.153% | +0.011 pp | -0.005 pp | +13.9% | 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.