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 Specialty Chemicals
Specialty Chemicals · weight
0.36%
Industry change · 12M
-0.20 pp
Specialty Chemicals · contribution
-0.204 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 |
|---|---|---|---|---|---|---|---|
| Sherwin-Williams → SHW | United States | $79.4bn | 0.116% | -0.042 pp | -0.093 pp | -7.4% | No |
| Ecolab → ECL | United States | $75.0bn | 0.109% | -0.036 pp | -0.061 pp | +6.0% | No |
| PPG Industries → PPG | United States | $23.9bn | 0.035% | -0.010 pp | -0.024 pp | +0.3% | No |
| International Flavors & Fragrances → IFF | United States | $18.5bn | 0.027% | -0.007 pp | -0.020 pp | -4.3% | No |
| LyondellBasell → LYB | United States | $26.0bn | 0.038% | +0.010 pp | -0.016 pp | +25.0% | Yes |
| Albemarle Corporation → ALB | United States | $21.2bn | 0.031% | -0.002 pp | +0.011 pp | +153.7% | 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.