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
Universe›Materials›Commodity Chemicals›Commodity Chemicals

1 · Sector

Weight and 12M allocation change

Materials29.2%+26.88 ppEnergy2.3%-0.54 ppCommunication Services2.2%-0.64 ppUtilities2.1%-0.78 ppReal Estate1.6%-0.97 ppIndustrials7.6%-2.18 ppConsumer Staples4.9%-2.47 ppConsumer Discretionary8.4%-3.06 ppFinancials7.9%-4.65 ppHealth Care8.0%-4.97 ppInformation Technology25.9%-6.63 pp

2 · Industry

Inside Materials

Paper & Plastic Packaging Products & Materials27.67%+27.31 ppIndustrial Gases0.43%-0.25 ppSpecialty Chemicals0.36%-0.20 ppConstruction Materials0.21%+0.06 ppGold0.17%+0.04 ppFertilizers & Agricultural Chemicals0.12%-0.03 ppSteel0.09%-0.02 ppCommodity Chemicals0.04%-0.01 ppMetal, Glass & Plastic Containers0.02%-0.01 ppCopper0.12%-0.01 pp

3 · Sub-industry

Inside Commodity Chemicals

Commodity Chemicals0.04%-0.015 pp
Concentrated

Most of this industry's losses came from a few companies.

View all contributions →
Commodity Chemicals · weight
0.04%
Industry change · 12M
-0.01 pp
Commodity Chemicals · contribution
-0.015 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 2026 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Dow Inc. →
DOW
United States$29.9bn0.044%+0.011 pp-0.015 pp+27.3%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.