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 Care2.23%-0.48 ppPharmaceuticals5.26%-0.36 ppLife Sciences Tools & Services1.70%-0.33 ppHealth Care Services0.72%-0.26 ppBiotechnology2.53%-0.12 ppHealth Care Supplies0.18%+0.04 ppHealth Care Equipment2.91%-0.03 ppHealth Care Facilities0.22%+0.02 ppHealth Care Distributors0.42%+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
+0.04 pp
Health Care Supplies · contribution
+0.036 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 |
|---|---|---|---|---|---|---|---|
| West Pharmaceutical Services → WST | United States | $27.7bn | 0.093% | +0.027 pp | +0.021 pp | +52.9% | Yes |
| Align Technology → ALGN | United States | $23.4bn | 0.078% | +0.015 pp | +0.014 pp | +47.4% | Yes |
| Cooper Companies (The) → COO | United States | $3.9bn | 0.013% | +0.002 pp | +0.000 pp | +20.5% | 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.