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 Specialty Chemicals
Specialty Chemicals · weight
0.42%
Industry change · 12M
-0.06 pp
Specialty Chemicals · contribution
-0.057 pp
Company participation
83%
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 |
|---|---|---|---|---|---|---|---|
| Sherwin-Williams → SHW | United States | $82.7bn | 0.144% | +0.037 pp | -0.030 pp | +4.0% | Yes |
| Ecolab → ECL | United States | $78.1bn | 0.136% | +0.037 pp | -0.020 pp | +7.2% | Yes |
| Albemarle Corporation → ALB | United States | $13.9bn | 0.024% | -0.007 pp | +0.007 pp | +75.7% | No |
| PPG Industries → PPG | United States | $24.6bn | 0.043% | +0.010 pp | -0.007 pp | +7.5% | Yes |
| LyondellBasell → LYB | United States | $20.1bn | 0.035% | +0.002 pp | -0.004 pp | +15.4% | Yes |
| International Flavors & Fragrances → IFF | United States | $20.2bn | 0.035% | +0.011 pp | -0.003 pp | +14.2% | 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.