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
Pharmaceuticals4.70%-1.12 ppManaged Health Care2.07%-0.56 ppBiotechnology2.40%-0.49 ppLife Sciences Tools & Services1.64%-0.40 ppHealth Care Services0.70%-0.26 ppHealth Care Equipment2.89%-0.16 ppHealth Care Facilities0.22%-0.03 ppHealth Care Supplies0.15%+0.02 ppHealth Care Distributors0.41%-0.02 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Supplies
Health Care Supplies · weight
0.15%
Industry change · 12M
+0.02 pp
Health Care Supplies · contribution
+0.017 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $26.1bn | 0.078% | -0.015 pp | +0.015 pp | +50.0% | No |
| Align Technology → ALGN | United States | $21.0bn | 0.063% | -0.015 pp | +0.003 pp | +29.9% | No |
| Cooper Companies (The) → COO | United States | $4.7bn | 0.014% | +0.001 pp | -0.001 pp | +14.5% | 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.