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 & Materials0.15%-0.17 ppIndustrial Gases0.51%-0.13 ppSpecialty Chemicals0.41%-0.13 ppConstruction Materials0.25%+0.10 ppGold0.20%+0.07 ppSteel0.16%+0.07 ppCopper0.16%+0.04 ppFertilizers & Agricultural Chemicals0.13%-0.03 ppMetal, Glass & Plastic Containers0.03%-0.01 ppCommodity Chemicals0.04%-0.00 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.13%
Industry change · 12M
-0.03 pp
Fertilizers & Agricultural Chemicals · contribution
-0.035 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $52.4bn | 0.091% | +0.017 pp | -0.019 pp | +11.6% | Yes |
| Mosaic Company (The) → MOS | United States | $7.6bn | 0.013% | +0.001 pp | -0.013 pp | -31.1% | Yes |
| CF Industries → CF | United States | $17.3bn | 0.030% | +0.009 pp | -0.003 pp | +26.5% | 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.