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 Specialty Chemicals
Specialty Chemicals · weight
0.33%
Industry change · 12M
-0.22 pp
Specialty Chemicals · contribution
-0.224 pp
Company participation
17%
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 |
|---|---|---|---|---|---|---|---|
| Sherwin-Williams → SHW | United States | $79.3bn | 0.108% | -0.061 pp | -0.105 pp | -8.1% | No |
| Ecolab → ECL | United States | $73.5bn | 0.100% | -0.053 pp | -0.071 pp | +4.7% | No |
| PPG Industries → PPG | United States | $24.2bn | 0.033% | -0.017 pp | -0.027 pp | +2.3% | No |
| International Flavors & Fragrances → IFF | United States | $17.9bn | 0.024% | -0.010 pp | -0.024 pp | -8.4% | No |
| Albemarle Corporation → ALB | United States | $23.2bn | 0.031% | -0.007 pp | +0.015 pp | +241.8% | No |
| LyondellBasell → LYB | United States | $24.0bn | 0.033% | +0.002 pp | -0.012 pp | +40.0% | 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.