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
Managed Health Care2.03%-0.53 ppHealth Care Services0.66%-0.25 ppPharmaceuticals5.26%+0.22 ppLife Sciences Tools & Services1.77%-0.21 ppHealth Care Equipment2.95%+0.09 ppHealth Care Supplies0.20%+0.04 ppHealth Care Facilities0.24%+0.04 ppBiotechnology2.41%+0.02 ppHealth Care Distributors0.39%-0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Supplies
Health Care Supplies · weight
0.20%
Industry change · 12M
+0.04 pp
Health Care Supplies · contribution
+0.041 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $28.3bn | 0.090% | +0.037 pp | +0.022 pp | +51.9% | Yes |
| West Pharmaceutical Services → WST | United States | $30.1bn | 0.096% | +0.034 pp | +0.017 pp | +37.5% | Yes |
| Cooper Companies (The) → COO | United States | $4.6bn | 0.015% | +0.003 pp | +0.002 pp | +28.7% | 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.