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 Specialty Chemicals
Specialty Chemicals · weight
0.41%
Industry change · 12M
-0.13 pp
Specialty Chemicals · contribution
-0.126 pp
Company participation
67%
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 |
|---|---|---|---|---|---|---|---|
| Sherwin-Williams → SHW | United States | $74.9bn | 0.130% | +0.007 pp | -0.074 pp | -14.5% | No |
| Ecolab → ECL | United States | $72.0bn | 0.125% | +0.006 pp | -0.046 pp | -2.6% | No |
| Albemarle Corporation → ALB | United States | $20.8bn | 0.036% | +0.007 pp | +0.021 pp | +221.9% | Yes |
| PPG Industries → PPG | United States | $25.2bn | 0.044% | +0.006 pp | -0.013 pp | +4.7% | Yes |
| International Flavors & Fragrances → IFF | United States | $19.4bn | 0.034% | +0.005 pp | -0.011 pp | +1.7% | Yes |
| LyondellBasell → LYB | United States | $21.5bn | 0.037% | +0.012 pp | -0.004 pp | +28.9% | 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.