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 Specialty Chemicals
Specialty Chemicals · weight
0.36%
Industry change · 12M
-0.19 pp
Specialty Chemicals · contribution
-0.190 pp
Company participation
17%
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 |
|---|---|---|---|---|---|---|---|
| Sherwin-Williams → SHW | United States | $89.8bn | 0.123% | -0.044 pp | -0.080 pp | +1.0% | No |
| Ecolab → ECL | United States | $86.9bn | 0.119% | -0.034 pp | -0.051 pp | +15.8% | No |
| LyondellBasell → LYB | United States | $18.5bn | 0.025% | -0.006 pp | -0.030 pp | -17.8% | No |
| PPG Industries → PPG | United States | $27.6bn | 0.038% | -0.006 pp | -0.020 pp | +11.7% | No |
| International Flavors & Fragrances → IFF | United States | $21.0bn | 0.029% | -0.006 pp | -0.018 pp | +2.9% | No |
| Albemarle Corporation → ALB | United States | $21.1bn | 0.029% | -0.001 pp | +0.009 pp | +136.8% | 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.