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 & Materials0.18%-0.13 ppIndustrial Gases0.50%-0.09 ppConstruction Materials0.23%+0.08 ppSpecialty Chemicals0.42%-0.06 ppSteel0.17%+0.06 ppCopper0.16%+0.04 ppGold0.17%+0.03 ppFertilizers & Agricultural Chemicals0.14%-0.02 ppMetal, Glass & Plastic Containers0.03%-0.00 ppCommodity Chemicals0.04%+0.00 pp
3 · Sub-industry
Inside Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals · weight
0.14%
Industry change · 12M
-0.02 pp
Fertilizers & Agricultural Chemicals · contribution
-0.022 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $52.5bn | 0.092% | +0.018 pp | -0.012 pp | +10.2% | Yes |
| Mosaic Company (The) → MOS | United States | $7.0bn | 0.012% | +0.002 pp | -0.012 pp | -36.4% | Yes |
| CF Industries → CF | United States | $19.2bn | 0.034% | +0.008 pp | +0.002 pp | +37.8% | 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.