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 Specialty Chemicals
Specialty Chemicals · weight
0.42%
Industry change · 12M
-0.08 pp
Specialty Chemicals · contribution
-0.079 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 |
|---|---|---|---|---|---|---|---|
| Sherwin-Williams → SHW | United States | $84.9bn | 0.148% | +0.032 pp | -0.038 pp | +1.2% | Yes |
| Ecolab → ECL | United States | $78.4bn | 0.136% | +0.027 pp | -0.028 pp | +4.5% | Yes |
| Albemarle Corporation → ALB | United States | $15.9bn | 0.028% | -0.003 pp | +0.012 pp | +118.4% | No |
| LyondellBasell → LYB | United States | $17.0bn | 0.030% | -0.008 pp | -0.011 pp | -2.0% | No |
| PPG Industries → PPG | United States | $27.0bn | 0.047% | +0.012 pp | -0.009 pp | +9.5% | Yes |
| International Flavors & Fragrances → IFF | United States | $20.2bn | 0.035% | +0.008 pp | -0.005 pp | +10.3% | 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.