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
Health Care Equipment3.04%-0.28 ppBiotechnology2.64%+0.26 ppPharmaceuticals5.02%+0.22 ppLife Sciences Tools & Services1.94%-0.10 ppHealth Care Services0.83%-0.08 ppHealth Care Supplies0.18%-0.08 ppHealth Care Distributors0.38%+0.04 ppHealth Care Facilities0.24%-0.03 ppManaged Health Care2.30%+0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Supplies
Health Care Supplies · weight
0.18%
Industry change · 12M
-0.08 pp
Health Care Supplies · contribution
-0.077 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 | $23.7bn | 0.083% | +0.031 pp | -0.056 pp | -39.5% | Yes |
| West Pharmaceutical Services → WST | United States | $23.5bn | 0.083% | +0.024 pp | -0.017 pp | -17.9% | Yes |
| Cooper Companies (The) → COO | United States | $4.0bn | 0.014% | +0.001 pp | -0.003 pp | -20.0% | 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.