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
Pharmaceuticals5.82%+0.98 ppBiotechnology2.90%+0.57 ppManaged Health Care2.63%+0.41 ppHealth Care Equipment3.06%-0.27 ppLife Sciences Tools & Services2.05%-0.25 ppHealth Care Supplies0.14%-0.16 ppHealth Care Distributors0.43%+0.14 ppHealth Care Services0.96%+0.09 ppHealth Care Facilities0.24%-0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Supplies
Health Care Supplies · weight
0.14%
Industry change · 12M
-0.16 pp
Health Care Supplies · contribution
-0.157 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 2022 · 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 |
|---|---|---|---|---|---|---|---|
| Align Technology → ALGN | United States | $16.5bn | 0.059% | -0.004 pp | -0.107 pp | -67.9% | No |
| West Pharmaceutical Services → WST | United States | $17.4bn | 0.063% | -0.009 pp | -0.048 pp | -49.7% | No |
| Cooper Companies (The) → COO | United States | $4.1bn | 0.015% | +0.002 pp | -0.002 pp | -21.1% | 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.