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 & Materials25.93%+25.58 ppIndustrial Gases0.41%-0.25 ppSpecialty Chemicals0.33%-0.22 ppConstruction Materials0.21%+0.05 ppFertilizers & Agricultural Chemicals0.11%-0.05 ppGold0.16%+0.02 ppMetal, Glass & Plastic Containers0.02%-0.01 ppCommodity Chemicals0.04%-0.01 ppCopper0.11%-0.01 ppSteel0.11%+0.00 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.11%
Industry change · 12M
-0.05 pp
Fertilizers & Agricultural Chemicals · contribution
-0.047 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $54.5bn | 0.074% | -0.020 pp | -0.028 pp | +32.0% | No |
| Mosaic Company (The) → MOS | United States | $7.4bn | 0.010% | -0.007 pp | -0.013 pp | -21.1% | No |
| CF Industries → CF | United States | $19.1bn | 0.026% | -0.002 pp | -0.006 pp | +62.2% | 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.