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
Latest available · not live
20182026
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Materials
Paper & Plastic Packaging Products & Materials0.16%-0.19 ppIndustrial Gases0.47%-0.10 ppSpecialty Chemicals0.39%-0.07 ppCopper0.17%+0.06 ppSteel0.14%+0.04 ppConstruction Materials0.19%+0.04 ppGold0.20%+0.02 ppFertilizers & Agricultural Chemicals0.13%-0.02 ppMetal, Glass & Plastic Containers0.02%-0.00 ppCommodity Chemicals0.03%+0.00 pp
3 · Sub-industry
Inside Specialty Chemicals
Specialty Chemicals · weight
0.39%
Industry change · 12M
-0.07 pp
Specialty Chemicals · contribution
-0.070 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $78.5bn | 0.132% | -0.016 pp | -0.041 pp | -5.8% | No |
| Ecolab → ECL | United States | $77.0bn | 0.129% | -0.007 pp | -0.026 pp | +1.4% | Yes |
| PPG Industries → PPG | United States | $23.3bn | 0.039% | -0.008 pp | -0.008 pp | +1.9% | No |
| International Flavors & Fragrances → IFF | United States | $21.3bn | 0.036% | +0.001 pp | +0.004 pp | +38.7% | Yes |
| Albemarle Corporation → ALB | United States | $12.5bn | 0.021% | -0.007 pp | +0.002 pp | +32.0% | No |
| LyondellBasell → LYB | United States | $18.6bn | 0.031% | +0.002 pp | -0.000 pp | +24.6% | No |
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.