Fertilizers & Agricultural Chemicals
Fertilizers & Agricultural Chemicals is losing market weight. Lost weight for 1 consecutive month.
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
Oct 2021 – Sep 2026 · 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 |
|---|---|---|---|---|---|---|
| Mosaic Company (The) → MOS | Fertilizers & Agricultural Chemicals | United States | 0.012% | -0.010 pp | -35.3% | 0.0 |
| Corteva → CTVA | Fertilizers & Agricultural Chemicals | United States | 0.087% | -0.005 pp | +15.9% | 0.0 |
| CF Industries → CF | Fertilizers & Agricultural Chemicals | United States | 0.029% | +0.000 pp | +31.1% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Sep 2026 | 0.128% | -0.012 pp | -0.011 pp | +0.005 pp | -0.015 pp | -4.9% |
| Aug 2026 | 0.140% | +0.002 pp | +0.006 pp | +0.032 pp | -0.016 pp | -4.8% |
| Jul 2026 | 0.138% | -0.002 pp | +0.028 pp | -0.001 pp | -0.022 pp | -11.4% |
| Jun 2026 | 0.139% | +0.005 pp | +0.016 pp | +0.012 pp | -0.028 pp | -13.3% |
| May 2026 | 0.134% | +0.024 pp | +0.027 pp | +0.005 pp | -0.035 pp | -17.3% |
| Apr 2026 | 0.110% | -0.013 pp | -0.029 pp | -0.015 pp | -0.047 pp | -1.5% |
| Mar 2026 | 0.123% | +0.016 pp | -0.004 pp | -0.020 pp | -0.031 pp | +12.6% |
| Feb 2026 | 0.107% | -0.032 pp | -0.022 pp | -0.048 pp | -0.037 pp | +2.3% |
| Jan 2026 | 0.139% | +0.011 pp | +0.013 pp | -0.021 pp | -0.016 pp | -10.6% |
| Dec 2025 | 0.127% | -0.002 pp | -0.016 pp | -0.039 pp | -0.013 pp | -9.7% |
| Nov 2025 | 0.129% | +0.004 pp | -0.027 pp | -0.040 pp | -0.018 pp | -12.6% |
| Oct 2025 | 0.125% | -0.018 pp | -0.034 pp | -0.032 pp | -0.028 pp | -16.4% |
| Sep 2025 | 0.143% | -0.012 pp | -0.024 pp | -0.011 pp | -0.008 pp | -1.1% |
| Aug 2025 | 0.156% | -0.004 pp | -0.013 pp | +0.011 pp | +0.001 pp | +6.9% |
| Jul 2025 | 0.160% | -0.007 pp | +0.002 pp | +0.004 pp | +0.047 pp | +10.6% |
| Jun 2025 | 0.167% | -0.002 pp | +0.013 pp | +0.027 pp | +0.053 pp | +16.6% |
| May 2025 | 0.169% | +0.012 pp | +0.024 pp | +0.021 pp | +0.047 pp | +9.8% |
| Apr 2025 | 0.157% | +0.003 pp | +0.002 pp | +0.004 pp | -0.025 pp | -1.7% |
| Mar 2025 | 0.154% | +0.010 pp | +0.014 pp | +0.004 pp | -0.030 pp | -3.9% |
| Feb 2025 | 0.144% | -0.011 pp | -0.003 pp | -0.010 pp | -0.036 pp | -5.8% |
| Jan 2025 | 0.155% | +0.015 pp | +0.002 pp | +0.043 pp | -0.013 pp | +8.4% |
| Dec 2024 | 0.140% | -0.007 pp | -0.010 pp | +0.027 pp | -0.041 pp | -8.0% |
| Nov 2024 | 0.147% | -0.005 pp | -0.007 pp | +0.026 pp | -0.033 pp | -3.5% |
| Oct 2024 | 0.153% | +0.002 pp | +0.041 pp | -0.030 pp | -0.052 pp | -13.3% |
| Sep 2024 | 0.151% | -0.003 pp | +0.037 pp | -0.034 pp | -0.065 pp | -19.7% |
| Aug 2024 | 0.154% | +0.042 pp | +0.033 pp | -0.026 pp | -0.049 pp | -14.3% |
| Jul 2024 | 0.112% | -0.001 pp | -0.070 pp | -0.056 pp | -0.040 pp | -19.2% |
| Jun 2024 | 0.113% | -0.008 pp | -0.071 pp | -0.068 pp | -0.039 pp | -19.2% |
| May 2024 | 0.121% | -0.061 pp | -0.059 pp | -0.059 pp | -0.028 pp | -11.2% |
| Apr 2024 | 0.182% | -0.002 pp | +0.014 pp | -0.023 pp | -0.061 pp | -22.0% |
| Mar 2024 | 0.185% | +0.005 pp | +0.004 pp | -0.031 pp | -0.063 pp | -22.3% |
| Feb 2024 | 0.180% | +0.012 pp | -0.001 pp | -0.023 pp | -0.098 pp | -32.8% |
| Jan 2024 | 0.168% | -0.013 pp | -0.037 pp | +0.016 pp | -0.104 pp | -35.2% |
| Dec 2023 | 0.181% | +0.000 pp | -0.035 pp | +0.028 pp | -0.085 pp | -30.0% |
| Nov 2023 | 0.181% | -0.025 pp | -0.022 pp | +0.031 pp | -0.114 pp | -37.6% |
| Oct 2023 | 0.205% | -0.011 pp | +0.053 pp | -0.038 pp | -0.102 pp | -34.7% |
| Sep 2023 | 0.216% | +0.013 pp | +0.064 pp | -0.032 pp | -0.086 pp | -27.8% |
| Aug 2023 | 0.203% | +0.051 pp | +0.053 pp | -0.075 pp | -0.096 pp | -30.8% |
| Jul 2023 | 0.152% | -0.001 pp | -0.091 pp | -0.120 pp | -0.125 pp | -18.7% |
| Jun 2023 | 0.152% | +0.003 pp | -0.095 pp | -0.113 pp | -0.136 pp | -19.1% |
| May 2023 | 0.150% | -0.093 pp | -0.128 pp | -0.144 pp | -0.169 pp | -28.2% |
| Apr 2023 | 0.243% | -0.005 pp | -0.029 pp | -0.064 pp | -0.064 pp | -12.6% |
| Mar 2023 | 0.248% | -0.030 pp | -0.018 pp | -0.055 pp | -0.047 pp | -5.5% |
| Feb 2023 | 0.278% | +0.006 pp | -0.016 pp | -0.020 pp | +0.022 pp | +23.5% |
| Jan 2023 | 0.272% | +0.006 pp | -0.035 pp | -0.005 pp | +0.054 pp | +42.7% |
| Dec 2022 | 0.266% | -0.028 pp | -0.037 pp | -0.023 pp | +0.059 pp | +49.8% |
| Nov 2022 | 0.294% | -0.013 pp | -0.004 pp | -0.025 pp | +0.096 pp | +77.9% |
| Oct 2022 | 0.308% | +0.005 pp | +0.031 pp | +0.000 pp | +0.108 pp | +93.3% |
| Sep 2022 | 0.302% | +0.004 pp | +0.014 pp | +0.007 pp | +0.104 pp | +83.0% |
| Aug 2022 | 0.298% | +0.021 pp | -0.021 pp | +0.042 pp | +0.117 pp | +95.3% |
| Jul 2022 | 0.277% | -0.011 pp | -0.030 pp | +0.059 pp | +0.094 pp | +75.0% |
| Jun 2022 | 0.288% | -0.031 pp | -0.007 pp | +0.082 pp | +0.091 pp | +63.7% |
| May 2022 | 0.319% | +0.012 pp | +0.062 pp | +0.121 pp | +0.109 pp | +68.9% |
| Apr 2022 | 0.307% | +0.012 pp | +0.089 pp | +0.108 pp | +0.090 pp | +56.8% |
| Mar 2022 | 0.295% | +0.038 pp | +0.088 pp | +0.097 pp | +0.185 pp | +51.7% |
| Feb 2022 | 0.257% | +0.038 pp | +0.058 pp | +0.075 pp | +0.148 pp | +31.4% |
| Jan 2022 | 0.218% | +0.012 pp | +0.019 pp | +0.035 pp | +0.103 pp | +21.2% |
| Dec 2021 | 0.207% | +0.008 pp | +0.008 pp | +0.010 pp | +0.021 pp | +21.7% |
| Nov 2021 | 0.199% | -0.001 pp | +0.017 pp | -0.012 pp | +0.008 pp | +12.4% |
| Oct 2021 | 0.199% | +0.001 pp | +0.016 pp | -0.018 pp | +0.021 pp | +18.9% |
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.