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
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Health Care
Pharmaceuticals2.94%-2.47 ppHealth Care Equipment1.97%-1.40 ppBiotechnology1.37%-1.01 ppManaged Health Care1.14%-0.81 ppLife Sciences Tools & Services1.26%-0.50 ppHealth Care Services0.53%-0.46 ppHealth Care Distributors0.18%-0.16 ppHealth Care Facilities0.13%-0.10 ppHealth Care Supplies0.16%+0.04 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Supplies
Health Care Supplies · weight
0.16%
Industry change · 12M
+0.04 pp
Health Care Supplies · contribution
+0.042 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2021 · sorted by absolute contribution to 12-month change
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| West Pharmaceutical Services → WST | United States | $22.1bn | 0.053% | -0.042 pp | +0.053 pp | +92.6% | No |
| Cooper Companies (The) → COO | United States | $4.5bn | 0.011% | -0.009 pp | -0.010 pp | +5.0% | No |
| Align Technology → ALGN | United States | $41.4bn | 0.099% | -0.060 pp | -0.001 pp | +104.3% | 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.