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 Construction Materials
Construction Materials · weight
0.31%
Industry change · 12M
+0.15 pp
Construction Materials · contribution
+0.154 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 |
|---|---|---|---|---|---|---|---|
| CRH plc → CRH | United States | $82.0bn | 0.157% | +0.157 pp | +0.157 pp | +24.6% | Yes |
| Vulcan Materials Company → VMC | United States | $39.7bn | 0.076% | +0.001 pp | -0.005 pp | +10.4% | No |
| Martin Marietta Materials → MLM | United States | $39.3bn | 0.075% | +0.003 pp | +0.001 pp | +20.5% | 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.