Specialty Chemicals
Specialty Chemicals is losing market weight. Gained weight for 3 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 92% 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
Jan 2018 – Oct 2020 · 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 |
|---|---|---|---|---|---|---|
| LyondellBasell → LYB | Specialty Chemicals | United States | 0.108% | -0.049 pp | -19.3% | 0.0 |
| Ecolab → ECL | Specialty Chemicals | United States | 0.248% | -0.040 pp | -3.5% | 0.0 |
| International Flavors & Fragrances → IFF | Specialty Chemicals | United States | 0.052% | -0.016 pp | -13.6% | 0.0 |
| Albemarle Corporation → ALB | Specialty Chemicals | United States | 0.047% | +0.013 pp | +56.5% | 0.0 |
| PPG Industries → PPG | Specialty Chemicals | United States | 0.145% | -0.009 pp | +5.6% | 0.0 |
| Sherwin-Williams → SHW | Specialty Chemicals | United States | 0.099% | +0.007 pp | +21.3% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Oct 2020 | 0.699% | +0.698 pp | +0.698 pp | -0.047 pp | -0.094 pp | -5.3% |
| Sep 2020 | 0.001% | +0.000 pp | -0.000 pp | +0.000 pp | -0.809 pp | -6.7% |
| Aug 2020 | 0.001% | +0.000 pp | -0.000 pp | +0.000 pp | -0.793 pp | -9.3% |
| Jul 2020 | 0.001% | -0.000 pp | -0.745 pp | -0.742 pp | -0.828 pp | -11.5% |
| Jun 2020 | 0.001% | -0.000 pp | +0.000 pp | -0.775 pp | -0.826 pp | -4.7% |
| May 2020 | 0.001% | -0.745 pp | +0.000 pp | -0.780 pp | -0.811 pp | +4.2% |
| Apr 2020 | 0.746% | +0.745 pp | +0.004 pp | -0.047 pp | -0.090 pp | -1.8% |
| Mar 2020 | 0.001% | -0.000 pp | -0.775 pp | -0.809 pp | -0.829 pp | -8.9% |
| Feb 2020 | 0.001% | -0.742 pp | -0.781 pp | -0.793 pp | -0.832 pp | -3.7% |
| Jan 2020 | 0.742% | -0.034 pp | -0.050 pp | -0.086 pp | +0.277 pp | -2.7% |
| Dec 2019 | 0.776% | -0.005 pp | -0.033 pp | -0.051 pp | +0.298 pp | -1.5% |
| Nov 2019 | 0.781% | -0.011 pp | -0.012 pp | -0.030 pp | +0.293 pp | -1.7% |
| Oct 2019 | 0.793% | -0.017 pp | -0.036 pp | -0.043 pp | +0.324 pp | +0.3% |
| Sep 2019 | 0.809% | +0.016 pp | -0.018 pp | -0.020 pp | +0.339 pp | +5.1% |
| Aug 2019 | 0.794% | -0.035 pp | -0.018 pp | -0.039 pp | +0.313 pp | +1.3% |
| Jul 2019 | 0.829% | +0.002 pp | -0.007 pp | +0.363 pp | -0.020 pp | +5.8% |
| Jun 2019 | 0.827% | +0.016 pp | -0.002 pp | +0.349 pp | -0.033 pp | +4.0% |
| May 2019 | 0.811% | -0.025 pp | -0.021 pp | +0.323 pp | -0.051 pp | +1.3% |
| Apr 2019 | 0.836% | +0.007 pp | +0.370 pp | +0.368 pp | -0.043 pp | +1.4% |
| Mar 2019 | 0.829% | -0.003 pp | +0.351 pp | +0.359 pp | -0.045 pp | +1.0% |
| Feb 2019 | 0.832% | +0.367 pp | +0.344 pp | +0.351 pp | -0.027 pp | +2.9% |
| Jan 2019 | 0.466% | -0.013 pp | -0.003 pp | -0.383 pp | -0.415 pp | -0.1% |
| Dec 2018 | 0.478% | -0.010 pp | +0.008 pp | -0.382 pp | -0.403 pp | +2.2% |
| Nov 2018 | 0.488% | +0.020 pp | +0.007 pp | -0.374 pp | -0.393 pp | +3.7% |
| Oct 2018 | 0.468% | -0.002 pp | -0.380 pp | -0.411 pp | -0.413 pp | +1.5% |
| Sep 2018 | 0.470% | -0.011 pp | -0.390 pp | -0.404 pp | -0.411 pp | -0.1% |
| Aug 2018 | 0.481% | -0.368 pp | -0.382 pp | -0.378 pp | -0.400 pp | +1.0% |
| Jul 2018 | 0.848% | -0.012 pp | -0.031 pp | -0.033 pp | -0.033 pp | -1.1% |
| Jun 2018 | 0.860% | -0.002 pp | -0.014 pp | -0.021 pp | -0.021 pp | -0.8% |
| May 2018 | 0.862% | -0.017 pp | +0.004 pp | -0.019 pp | -0.019 pp | -1.9% |
| Apr 2018 | 0.879% | +0.005 pp | -0.002 pp | -0.002 pp | -0.002 pp | -0.9% |
| Mar 2018 | 0.874% | +0.016 pp | -0.007 pp | -0.007 pp | -0.007 pp | -1.1% |
| Feb 2018 | 0.859% | -0.022 pp | -0.022 pp | -0.022 pp | -0.022 pp | -2.5% |
| Jan 2018 | 0.881% | +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.