Industry deep-dive
Specialty Chemicals
Every super-investor and insider move tracked across 42 tickers in this industry.
Tickers
42
Combined value
$68.26B
Insider net (30d)
−$207K
Congress trades (30d)
0
Sector consensus moves
Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest specialty chemicals books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Howard Marks Oaktree Capital | $41.40B |
| 2 | Dodge & Cox | $4.74B |
| 3 | Norges Bank Norway SWF | $4.36B |
| 4 | T. Rowe Price | $2.86B |
| 5 | Wellington Management | $2.81B |
| 6 | Andreas Halvorsen Viking Global | $2.21B |
| 7 | Ken Griffin Citadel Advisors | $1.32B |
| 8 | First Eagle Investment Management | $1.25B |
| 9 | AQR Capital Management | $1.19B |
| 10 | D.E. Shaw & Co. | $1.12B |
| 11 | Izzy Englander Millennium Mgmt | $1.02B |
| 12 | Baillie Gifford & Co | $660M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | ECVT | ECOVYST INC | $41.41B |
| 2 | SHW | SHERWIN WILLIAMS CO | $5.31B |
| 3 | APD | AIR PRODS & CHEMS INC | $5.19B |
| 4 | IFF | INTERNATIONAL FLAVORS&FRAGRA | $4.01B |
| 5 | PPG | PPG INDS INC | $2.79B |
| 6 | ECL | ECOLAB INC | $1.99B |
| 7 | ALB | ALBEMARLE CORP | $873.7M |
| 8 | RPM | RPM INTL INC | $838.2M |
| 9 | SQM | SOCIEDAD QUIMICA Y MINERA DE | $675.0M |
| 10 | DD | DUPONT DE NEMOURS INC | $590.1M |
| 11 | WLK | WESTLAKE CORPORATION | $587.9M |
| 12 | SOLS | SOLSTICE ADVANCED MATLS INC | $486.9M |
| 13 | CBT | CABOT CORP | $421.7M |
| 14 | EMN | EASTMAN CHEM CO | $369.8M |
| 15 | ASH | ASHLAND GLOBAL HLDGS INC | $295.6M |
| 16 | NEU | NEWMARKET CORP | $253.0M |
| 17 | ESI | ELEMENT SOLUTIONS INC | $245.5M |
| 18 | AVNT | AVIENT CORPORATION | $242.0M |
| 19 | BCPC | BALCHEM CORP | $231.2M |
| 20 | NGVT | INGEVITY CORP | $184.3M |
| 21 | FUL | FULLER H B CO | $154.9M |
| 22 | SXT | SENSIENT TECHNOLOGIES CORP | $153.6M |
| 23 | WDFC | WD 40 CO | $143.6M |
| 24 | KWR | QUAKER HOUGHTON | $135.1M |