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 Care1.88%-0.42 ppBiotechnology2.37%-0.28 ppLife Sciences Tools & Services1.67%-0.27 ppHealth Care Services0.67%-0.15 ppPharmaceuticals5.11%+0.09 ppHealth Care Equipment2.98%-0.05 ppHealth Care Distributors0.44%+0.05 ppHealth Care Supplies0.15%-0.03 ppHealth Care Facilities0.24%-0.00 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Supplies
Health Care Supplies · weight
0.15%
Industry change · 12M
-0.03 pp
Health Care Supplies · contribution
-0.027 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 2024 · 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 | $22.7bn | 0.065% | +0.014 pp | -0.018 pp | -2.3% | Yes |
| West Pharmaceutical Services → WST | United States | $26.3bn | 0.075% | -0.006 pp | -0.007 pp | +13.3% | No |
| Cooper Companies (The) → COO | United States | $4.6bn | 0.013% | +0.000 pp | -0.001 pp | +14.5% | No |
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.