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 & 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 Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.12%
Industry change · 12M
-0.03 pp
Fertilizers & Agricultural Chemicals · contribution
-0.031 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $56.3bn | 0.082% | -0.007 pp | -0.020 pp | +34.3% | No |
| Mosaic Company (The) → MOS | United States | $8.1bn | 0.012% | -0.003 pp | -0.009 pp | -2.7% | No |
| CF Industries → CF | United States | $20.0bn | 0.029% | +0.005 pp | -0.002 pp | +70.0% | 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.