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 & Materials0.17%-0.14 ppConstruction Materials0.25%+0.11 ppIndustrial Gases0.53%-0.08 ppSpecialty Chemicals0.42%-0.08 ppSteel0.15%+0.04 ppGold0.17%+0.03 ppFertilizers & Agricultural Chemicals0.14%-0.03 ppCopper0.16%+0.02 ppCommodity Chemicals0.03%-0.01 ppMetal, Glass & Plastic Containers0.03%-0.00 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.14%
Industry change · 12M
-0.03 pp
Fertilizers & Agricultural Chemicals · contribution
-0.028 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 |
|---|---|---|---|---|---|---|---|
| Mosaic Company (The) → MOS | United States | $6.7bn | 0.012% | -0.000 pp | -0.013 pp | -39.9% | No |
| Corteva → CTVA | United States | $56.6bn | 0.098% | +0.016 pp | -0.011 pp | +14.7% | Yes |
| CF Industries → CF | United States | $16.6bn | 0.029% | -0.000 pp | -0.003 pp | +20.2% | 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.