Observatory · observe first

Follow the allocation change

Matched S&P 500 members → sector → industry → sub-industry → company. Each step uses the same percentage points.

Historical time machine
Historical observation
20182026
Universe›Health Care›Health Care Supplies›Health Care Supplies
Health Care Supplies · weight
0.00%
Industry change · 12M
-0.15 pp
Health Care Supplies · contribution
-0.154 pp
Company participation
33%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

May 2020 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Align Technology →
ALGN
United States$19.3bn0.000%+0.000 pp-0.132 pp-13.6%No
Cooper Companies (The) →
COO
United States$4.2bn0.000%+0.000 pp-0.021 pp+6.5%No
West Pharmaceutical Services →
WST
United States$15.9bn0.000%+0.000 pp+0.000 pp+89.3%Yes

Company contributions use weights among matched S&P 500 members and add through each level without rescaling. Companies without matched shares and prices are omitted. These observations do not establish official index weights or actual fund flows.