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
Paper & Plastic Packaging Products & Materials28.54%+28.18 ppIndustrial Gases0.41%-0.24 ppSpecialty Chemicals0.36%-0.19 ppGold0.19%+0.09 ppConstruction Materials0.22%+0.08 ppFertilizers & Agricultural Chemicals0.11%-0.04 ppCommodity Chemicals0.03%-0.03 ppSteel0.09%-0.02 ppCopper0.13%+0.02 ppMetal, Glass & Plastic Containers0.02%-0.01 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.11%
Industry change · 12M
-0.04 pp
Fertilizers & Agricultural Chemicals · contribution
-0.037 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 |
|---|---|---|---|---|---|---|---|
| Corteva → CTVA | United States | $53.9bn | 0.074% | -0.016 pp | -0.023 pp | +28.5% | No |
| CF Industries → CF | United States | $15.3bn | 0.021% | -0.003 pp | -0.010 pp | +25.7% | No |
| Mosaic Company (The) → MOS | United States | $8.8bn | 0.012% | -0.003 pp | -0.005 pp | +20.1% | 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.