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
Pharmaceuticals5.11%-0.44 ppLife Sciences Tools & Services1.52%-0.39 ppManaged Health Care2.39%-0.34 ppBiotechnology2.47%-0.26 ppHealth Care Services0.74%-0.19 ppHealth Care Equipment2.79%-0.11 ppHealth Care Distributors0.44%+0.02 ppHealth Care Facilities0.21%-0.02 ppHealth Care Supplies0.14%+0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Supplies
Health Care Supplies · weight
0.14%
Industry change · 12M
+0.01 pp
Health Care Supplies · contribution
+0.015 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $23.6bn | 0.080% | +0.021 pp | +0.020 pp | +38.7% | Yes |
| Align Technology → ALGN | United States | $14.1bn | 0.048% | -0.015 pp | -0.006 pp | -5.0% | No |
| Cooper Companies (The) → COO | United States | $3.9bn | 0.013% | +0.003 pp | +0.001 pp | +14.1% | 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.