Commodity Chemicals
Commodity Chemicals is losing market weight. Lost weight for 10 consecutive months.
Most of this industry's losses 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 losses. 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
Jul 2020 – Jun 2025 · 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 | 0.040% | -0.030 pp | -46.4% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Jun 2025 | 0.040% | -0.004 pp | -0.018 pp | -0.023 pp | -0.030 pp | -53.9% |
| May 2025 | 0.044% | -0.007 pp | -0.016 pp | -0.024 pp | -0.033 pp | -54.3% |
| Apr 2025 | 0.052% | -0.006 pp | -0.009 pp | -0.029 pp | -0.064 pp | -49.1% |
| Mar 2025 | 0.058% | -0.002 pp | -0.005 pp | -0.031 pp | -0.054 pp | -40.5% |
| Feb 2025 | 0.060% | -0.001 pp | -0.008 pp | -0.031 pp | -0.052 pp | -37.2% |
| Jan 2025 | 0.061% | -0.003 pp | -0.020 pp | -0.008 pp | -0.051 pp | -36.4% |
| Dec 2024 | 0.064% | -0.005 pp | -0.025 pp | -0.006 pp | -0.051 pp | -34.3% |
| Nov 2024 | 0.068% | -0.013 pp | -0.022 pp | -0.009 pp | -0.045 pp | -28.7% |
| Oct 2024 | 0.081% | -0.008 pp | +0.013 pp | -0.035 pp | -0.034 pp | -18.7% |
| Sep 2024 | 0.089% | -0.002 pp | +0.019 pp | -0.024 pp | -0.032 pp | -15.3% |
| Aug 2024 | 0.091% | +0.022 pp | +0.013 pp | -0.022 pp | -0.032 pp | -16.2% |
| Jul 2024 | 0.068% | -0.001 pp | -0.047 pp | -0.043 pp | -0.018 pp | -13.2% |
| Jun 2024 | 0.070% | -0.008 pp | -0.043 pp | -0.045 pp | -0.017 pp | -12.1% |
| May 2024 | 0.077% | -0.038 pp | -0.035 pp | -0.036 pp | -0.008 pp | +0.6% |
| Apr 2024 | 0.116% | +0.003 pp | +0.004 pp | +0.001 pp | -0.014 pp | -5.7% |
| Mar 2024 | 0.113% | +0.000 pp | -0.002 pp | -0.008 pp | -0.019 pp | -9.6% |
| Feb 2024 | 0.112% | +0.001 pp | -0.001 pp | -0.010 pp | -0.029 pp | -16.5% |
| Jan 2024 | 0.112% | -0.003 pp | -0.003 pp | +0.025 pp | -0.031 pp | -16.5% |
| Dec 2023 | 0.115% | +0.002 pp | -0.006 pp | +0.028 pp | -0.013 pp | -6.2% |
| Nov 2023 | 0.113% | -0.002 pp | -0.009 pp | +0.028 pp | -0.009 pp | -3.8% |
| Oct 2023 | 0.115% | -0.006 pp | +0.029 pp | -0.015 pp | -0.001 pp | -1.5% |
| Sep 2023 | 0.121% | -0.001 pp | +0.034 pp | -0.011 pp | -0.003 pp | +2.4% |
| Aug 2023 | 0.122% | +0.036 pp | +0.037 pp | -0.019 pp | -0.009 pp | -1.4% |
| Jul 2023 | 0.087% | -0.001 pp | -0.043 pp | -0.056 pp | -0.045 pp | -0.6% |
| Jun 2023 | 0.087% | +0.002 pp | -0.045 pp | -0.041 pp | -0.059 pp | -6.5% |
| May 2023 | 0.085% | -0.045 pp | -0.057 pp | -0.037 pp | -0.093 pp | -25.2% |
| Apr 2023 | 0.130% | -0.002 pp | -0.013 pp | +0.013 pp | -0.045 pp | -16.3% |
| Mar 2023 | 0.132% | -0.010 pp | +0.004 pp | +0.008 pp | -0.026 pp | -2.7% |
| Feb 2023 | 0.142% | -0.001 pp | +0.020 pp | +0.011 pp | -0.009 pp | +11.2% |
| Jan 2023 | 0.143% | +0.015 pp | +0.026 pp | +0.012 pp | -0.006 pp | +13.6% |
| Dec 2022 | 0.128% | +0.006 pp | +0.004 pp | -0.018 pp | -0.006 pp | +14.4% |
| Nov 2022 | 0.122% | +0.005 pp | -0.009 pp | -0.057 pp | -0.016 pp | +9.7% |
| Oct 2022 | 0.117% | -0.007 pp | -0.015 pp | -0.058 pp | -0.022 pp | +9.3% |
| Sep 2022 | 0.124% | -0.007 pp | -0.022 pp | -0.034 pp | -0.027 pp | +0.8% |
| Aug 2022 | 0.131% | -0.000 pp | -0.047 pp | -0.019 pp | -0.026 pp | +1.3% |
| Jul 2022 | 0.131% | -0.015 pp | -0.044 pp | -0.017 pp | -0.028 pp | -0.1% |
| Jun 2022 | 0.146% | -0.032 pp | -0.012 pp | +0.012 pp | -0.021 pp | +0.9% |
| May 2022 | 0.178% | +0.003 pp | +0.028 pp | +0.041 pp | -0.005 pp | +11.6% |
| Apr 2022 | 0.175% | +0.017 pp | +0.026 pp | +0.037 pp | +0.006 pp | +18.3% |
| Mar 2022 | 0.158% | +0.007 pp | +0.023 pp | +0.007 pp | +0.065 pp | -2.3% |
| Feb 2022 | 0.150% | +0.002 pp | +0.013 pp | -0.006 pp | +0.062 pp | -3.4% |
| Jan 2022 | 0.149% | +0.014 pp | +0.010 pp | -0.010 pp | +0.056 pp | +5.9% |
| Dec 2021 | 0.134% | -0.003 pp | -0.016 pp | -0.032 pp | -0.032 pp | -10.0% |
| Nov 2021 | 0.137% | -0.001 pp | -0.020 pp | -0.046 pp | -0.030 pp | -9.4% |
| Oct 2021 | 0.138% | -0.012 pp | -0.021 pp | -0.031 pp | -0.021 pp | -6.0% |
| Sep 2021 | 0.151% | -0.006 pp | -0.016 pp | +0.058 pp | +0.151 pp | +0.8% |
| Aug 2021 | 0.157% | -0.002 pp | -0.026 pp | +0.069 pp | +0.157 pp | +13.3% |
| Jul 2021 | 0.159% | -0.008 pp | -0.010 pp | +0.067 pp | +0.159 pp | +19.1% |
| Jun 2021 | 0.167% | -0.016 pp | +0.074 pp | +0.000 pp | +0.167 pp | +17.0% |
| 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% |
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.