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%-0.21 ppIndustrial Gases0.49%-0.11 ppSpecialty Chemicals0.41%-0.09 ppConstruction Materials0.21%+0.06 ppGold0.22%+0.05 ppCopper0.18%+0.05 ppSteel0.15%+0.04 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
0.41%
Industry change · 12M
-0.09 pp
Specialty Chemicals · contribution
-0.089 pp
Company participation
83%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $82.2bn | 0.137% | +0.007 pp | -0.052 pp | -6.5% | Yes |
| Ecolab → ECL | United States | $79.4bn | 0.132% | +0.007 pp | -0.031 pp | +3.3% | Yes |
| PPG Industries → PPG | United States | $25.0bn | 0.042% | -0.002 pp | -0.010 pp | +3.5% | Yes |
| Albemarle Corporation → ALB | United States | $15.9bn | 0.027% | -0.010 pp | +0.006 pp | +61.1% | No |
| LyondellBasell → LYB | United States | $21.0bn | 0.035% | -0.002 pp | -0.003 pp | +22.8% | Yes |
| International Flavors & Fragrances → IFF | United States | $22.0bn | 0.037% | +0.003 pp | +0.001 pp | +31.0% | 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.