Commodity Chemicals
Commodity Chemicals is gaining market weight. Gained weight for 3 consecutive months.
Most of this industry's gains came from a few companies.
Where did the weight change come from?
12-month contribution in universe percentage points · contributions add to the industry change
The three largest same-direction contributors explain 100% of gross gains. Opposing contributions can make an individual company’s change larger than the industry’s net change.
How has it moved through history?
Share of matched S&P 500 members
Jan 2018 – May 2021 · market weight (%)
Relative performance
Industry return versus ACWI · no future data shown
Is participation broad or concentrated?
Actual constituent counts at this date, not the legacy synthetic breadth proxy
This is size concentration, not contribution to the 12-month change. The attribution above measures the latter.
Evidence can disagree
Independent dimensions · no combined score or bullish/bearish verdict
Other evidence and availability
Valuation data: unavailable; shown as zero placeholder.
Attention data: unavailable; shown as zero placeholder.
Actual fund flows: unavailable. No ETF, mutual-fund or institutional flow feed is connected.
Volume / turnover: unavailable in this dataset.
Follow the contribution to individual companies
Sorted by absolute 12-month weight contribution, not investment merit
| Company | Sub-industry | Country | Universe weight | 12M contribution | 12M price return | Revisions |
|---|---|---|---|---|---|---|
| Dow Inc. → DOW | Commodity Chemicals | United States | 0.183% | +0.183 pp | +86.1% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| May 2021 | 0.183% | +0.014 pp | +0.095 pp | +0.016 pp | +0.183 pp | +31.4% |
| Apr 2021 | 0.169% | +0.076 pp | +0.077 pp | +0.009 pp | +0.017 pp | +22.9% |
| Mar 2021 | 0.093% | +0.005 pp | -0.074 pp | +0.093 pp | +0.093 pp | +49.7% |
| Feb 2021 | 0.088% | -0.004 pp | -0.079 pp | +0.088 pp | +0.088 pp | +19.4% |
| Jan 2021 | 0.092% | -0.074 pp | -0.068 pp | +0.092 pp | -0.076 pp | +1.9% |
| Dec 2020 | 0.167% | -0.000 pp | +0.166 pp | +0.166 pp | -0.032 pp | -7.3% |
| Nov 2020 | 0.167% | +0.007 pp | +0.167 pp | +0.167 pp | -0.032 pp | -8.1% |
| Oct 2020 | 0.160% | +0.160 pp | +0.160 pp | +0.007 pp | -0.035 pp | -8.9% |
| Sep 2020 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | -0.188 pp | -5.0% |
| Aug 2020 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | -0.172 pp | -3.3% |
| Jul 2020 | 0.000% | -0.000 pp | -0.152 pp | -0.168 pp | -0.191 pp | -16.0% |
| Jun 2020 | 0.000% | +0.000 pp | +0.000 pp | -0.199 pp | -0.199 pp | -13.7% |
| May 2020 | 0.000% | -0.152 pp | +0.000 pp | -0.199 pp | -0.204 pp | -16.7% |
| Apr 2020 | 0.152% | +0.152 pp | -0.016 pp | -0.043 pp | +0.152 pp | -13.0% |
| Mar 2020 | 0.000% | -0.000 pp | -0.199 pp | -0.188 pp | +0.000 pp | -26.4% |
| Feb 2020 | 0.000% | -0.168 pp | -0.199 pp | -0.172 pp | +0.000 pp | -13.2% |
| Jan 2020 | 0.169% | -0.031 pp | -0.027 pp | -0.023 pp | +0.169 pp | -12.1% |
| Dec 2019 | 0.199% | -0.000 pp | +0.011 pp | +0.000 pp | +0.199 pp | -4.8% |
| Nov 2019 | 0.199% | +0.004 pp | +0.027 pp | -0.005 pp | +0.199 pp | +3.5% |
| Oct 2019 | 0.195% | +0.007 pp | +0.004 pp | +0.195 pp | +0.195 pp | -2.6% |
| Sep 2019 | 0.188% | +0.016 pp | -0.011 pp | +0.188 pp | +0.188 pp | +2.0% |
| Aug 2019 | 0.172% | -0.019 pp | -0.032 pp | +0.172 pp | +0.172 pp | -7.2% |
| Jul 2019 | 0.192% | -0.007 pp | +0.192 pp | +0.192 pp | +0.192 pp | +0.7% |
| Jun 2019 | 0.199% | -0.005 pp | +0.199 pp | +0.199 pp | +0.199 pp | -0.5% |
| May 2019 | 0.204% | +0.204 pp | +0.204 pp | +0.204 pp | +0.204 pp | +1.1% |
| Apr 2019 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | -5.5% |
| Mar 2019 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | -2.7% |
| Feb 2019 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | +0.4% |
| Jan 2019 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | +7.7% |
| Dec 2018 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | +16.3% |
| Nov 2018 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | +7.9% |
| Oct 2018 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | +9.6% |
| Sep 2018 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | +1.5% |
| Aug 2018 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | +2.1% |
| Jul 2018 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | +2.8% |
| Jun 2018 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | +6.0% |
| May 2018 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | +5.4% |
| Apr 2018 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | +5.8% |
| Mar 2018 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | +6.3% |
| Feb 2018 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | +4.7% |
| Jan 2018 | 0.000% | +0.000 pp | +0.000 pp | +0.000 pp | +0.000 pp | +0.0% |
How are these descriptive states defined?
Gaining / losing: 12-month weight change above +0.005pp / below −0.005pp. Direction and speed are separate dimensions, not mutually exclusive recommendations.
Accelerating / slowing: compare the most recent 3M change with the preceding 3M change. Accelerating means a positive change speeds up by >0.02pp. Slowing means the magnitude of movement declines by >0.02pp. A falling industry can also slow.
Reversing: the last two 3M changes have opposite signs, outside a ±0.005pp tolerance. Persistence counts consecutive same-direction monthly changes.
Broad / concentrated: company attribution, not a market-cap concentration shortcut. Concentrated means the three largest same-direction contributors account for ≥70% of gross same-direction changes; otherwise broad requires ≥60% of constituents moving with the industry. Other cases are mixed.
Weights use matched S&P 500 members’ market-cap estimates, based on SEC-reported shares available by each month-end and monthly closing prices. Companies without a matched price or share record are omitted, so the denominator is the matched sample rather than every index member. These are not official float-adjusted S&P weights. Flow is not measured.