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
Biotechnology2.69%+0.18 ppManaged Health Care2.20%-0.16 ppHealth Care Services0.72%-0.15 ppLife Sciences Tools & Services1.95%-0.14 ppHealth Care Equipment3.14%-0.12 ppPharmaceuticals4.99%-0.05 ppHealth Care Supplies0.19%-0.04 ppHealth Care Distributors0.38%+0.02 ppHealth Care Facilities0.25%-0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Supplies
Health Care Supplies · weight
0.19%
Industry change · 12M
-0.04 pp
Health Care Supplies · contribution
-0.045 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $25.6bn | 0.087% | +0.028 pp | -0.028 pp | -23.4% | Yes |
| West Pharmaceutical Services → WST | United States | $25.7bn | 0.088% | +0.025 pp | -0.015 pp | -15.4% | Yes |
| Cooper Companies (The) → COO | United States | $4.6bn | 0.016% | +0.001 pp | -0.002 pp | -10.6% | 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.