Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals is gaining market weight. Lost weight for 4 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 – Aug 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 |
|---|---|---|---|---|---|---|
| Corteva → CTVA | Fertilizers & Agricultural Chemicals | United States | 0.108% | +0.108 pp | +55.9% | 0.0 |
| Mosaic Company (The) → MOS | Fertilizers & Agricultural Chemicals | United States | 0.041% | +0.041 pp | +78.0% | 0.0 |
| CF Industries → CF | Fertilizers & Agricultural Chemicals | United States | 0.033% | +0.033 pp | +43.3% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Aug 2021 | 0.181% | -0.002 pp | -0.029 pp | +0.073 pp | +0.181 pp | +22.7% |
| Jul 2021 | 0.184% | -0.014 pp | -0.034 pp | +0.068 pp | +0.183 pp | +23.9% |
| Jun 2021 | 0.197% | -0.013 pp | +0.087 pp | +0.012 pp | +0.197 pp | +33.3% |
| May 2021 | 0.210% | -0.007 pp | +0.101 pp | +0.020 pp | +0.210 pp | +35.6% |
| Apr 2021 | 0.218% | +0.107 pp | +0.102 pp | +0.040 pp | +0.050 pp | +40.4% |
| Mar 2021 | 0.110% | +0.001 pp | -0.075 pp | +0.110 pp | +0.110 pp | +35.8% |
| Feb 2021 | 0.109% | -0.007 pp | -0.082 pp | +0.109 pp | +0.109 pp | +23.8% |
| Jan 2021 | 0.116% | -0.070 pp | -0.062 pp | +0.116 pp | -0.071 pp | +11.5% |
| Dec 2020 | 0.186% | -0.005 pp | +0.185 pp | +0.185 pp | -0.014 pp | -0.4% |
| Nov 2020 | 0.190% | +0.012 pp | +0.190 pp | +0.190 pp | +0.005 pp | +9.2% |
| Oct 2020 | 0.178% | +0.178 pp | +0.178 pp | +0.011 pp | -0.016 pp | -1.3% |
| Sep 2020 | 0.000% | -0.000 pp | +0.000 pp | +0.000 pp | -0.210 pp | -17.5% |
| Aug 2020 | 0.000% | +0.000 pp | -0.000 pp | +0.000 pp | -0.215 pp | -21.2% |
| Jul 2020 | 0.000% | -0.000 pp | -0.167 pp | -0.187 pp | -0.110 pp | -31.0% |
| Jun 2020 | 0.000% | -0.000 pp | +0.000 pp | -0.200 pp | -0.108 pp | -30.2% |
| May 2020 | 0.000% | -0.167 pp | +0.000 pp | -0.185 pp | -0.100 pp | -20.2% |
| Apr 2020 | 0.168% | +0.167 pp | -0.020 pp | -0.027 pp | +0.056 pp | -27.0% |
| Mar 2020 | 0.000% | -0.000 pp | -0.200 pp | -0.210 pp | -0.113 pp | -27.0% |
| Feb 2020 | 0.000% | -0.187 pp | -0.185 pp | -0.215 pp | -0.124 pp | -28.4% |
| Jan 2020 | 0.187% | -0.013 pp | -0.007 pp | +0.077 pp | +0.113 pp | -31.8% |
| Dec 2019 | 0.200% | +0.015 pp | -0.011 pp | +0.092 pp | +0.124 pp | -29.4% |
| Nov 2019 | 0.185% | -0.009 pp | -0.030 pp | +0.085 pp | +0.107 pp | -35.9% |
| Oct 2019 | 0.194% | -0.016 pp | +0.084 pp | +0.083 pp | +0.116 pp | -33.2% |
| Sep 2019 | 0.210% | -0.005 pp | +0.103 pp | +0.098 pp | +0.130 pp | -27.8% |
| Aug 2019 | 0.215% | +0.105 pp | +0.115 pp | +0.091 pp | +0.137 pp | -23.6% |
| Jul 2019 | 0.110% | +0.002 pp | -0.002 pp | +0.036 pp | -0.018 pp | -5.0% |
| Jun 2019 | 0.108% | +0.008 pp | -0.005 pp | +0.032 pp | -0.021 pp | -7.4% |
| May 2019 | 0.100% | -0.012 pp | -0.024 pp | +0.022 pp | -0.022 pp | -10.7% |
| Apr 2019 | 0.112% | -0.001 pp | +0.037 pp | +0.033 pp | -0.008 pp | +0.8% |
| Mar 2019 | 0.113% | -0.012 pp | +0.037 pp | +0.032 pp | +0.001 pp | +8.9% |
| Feb 2019 | 0.124% | +0.050 pp | +0.046 pp | +0.046 pp | +0.006 pp | +12.7% |
| Jan 2019 | 0.074% | -0.002 pp | -0.004 pp | -0.054 pp | -0.037 pp | +21.0% |
| Dec 2018 | 0.076% | -0.002 pp | -0.004 pp | -0.052 pp | -0.035 pp | +23.7% |
| Nov 2018 | 0.078% | +0.000 pp | +0.000 pp | -0.044 pp | -0.033 pp | +27.2% |
| Oct 2018 | 0.078% | -0.002 pp | -0.050 pp | -0.041 pp | -0.033 pp | +25.7% |
| Sep 2018 | 0.080% | +0.002 pp | -0.048 pp | -0.031 pp | -0.031 pp | +26.9% |
| Aug 2018 | 0.078% | -0.050 pp | -0.044 pp | -0.040 pp | -0.033 pp | +22.3% |
| Jul 2018 | 0.128% | -0.000 pp | +0.009 pp | +0.017 pp | +0.017 pp | +11.6% |
| Jun 2018 | 0.128% | +0.006 pp | +0.017 pp | +0.017 pp | +0.017 pp | +10.8% |
| May 2018 | 0.123% | +0.003 pp | +0.004 pp | +0.011 pp | +0.011 pp | +5.0% |
| Apr 2018 | 0.119% | +0.008 pp | +0.008 pp | +0.008 pp | +0.008 pp | +1.2% |
| Mar 2018 | 0.111% | -0.007 pp | +0.000 pp | +0.000 pp | +0.000 pp | -5.1% |
| Feb 2018 | 0.118% | +0.007 pp | +0.007 pp | +0.007 pp | +0.007 pp | +1.8% |
| Jan 2018 | 0.111% | +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.