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
Biotechnology2.68%+0.35 ppPharmaceuticals5.20%+0.34 ppHealth Care Equipment2.94%-0.23 ppManaged Health Care2.37%+0.19 ppLife Sciences Tools & Services2.00%-0.11 ppHealth Care Distributors0.41%+0.10 ppHealth Care Supplies0.15%-0.09 ppHealth Care Services0.88%-0.02 ppHealth Care Facilities0.25%-0.00 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Supplies
Health Care Supplies · weight
0.15%
Industry change · 12M
-0.09 pp
Health Care Supplies · contribution
-0.092 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2023 · 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 | $21.1bn | 0.072% | +0.018 pp | -0.059 pp | -45.5% | Yes |
| West Pharmaceutical Services → WST | United States | $19.7bn | 0.067% | +0.007 pp | -0.031 pp | -32.3% | Yes |
| Cooper Companies (The) → COO | United States | $4.3bn | 0.015% | +0.003 pp | -0.002 pp | -12.4% | 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.