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
Pharmaceuticals4.40%-0.86 ppManaged Health Care1.72%-0.51 ppBiotechnology2.12%-0.40 ppHealth Care Equipment2.53%-0.38 ppLife Sciences Tools & Services1.39%-0.31 ppHealth Care Services0.53%-0.19 ppHealth Care Distributors0.34%-0.09 ppHealth Care Supplies0.15%-0.04 ppHealth Care Technology0.03%+0.03 ppHealth Care Facilities0.24%+0.02 pp
3 · Sub-industry
Inside Health Care Supplies
Health Care Supplies · weight
0.15%
Industry change · 12M
-0.04 pp
Health Care Supplies · contribution
-0.038 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 |
|---|---|---|---|---|---|---|---|
| West Pharmaceutical Services → WST | United States | $21.8bn | 0.051% | +0.006 pp | -0.042 pp | -19.8% | No |
| Cooper Companies (The) → COO | United States | $22.0bn | 0.051% | +0.019 pp | +0.038 pp | +38.8% | Yes |
| Align Technology → ALGN | United States | $19.0bn | 0.044% | +0.010 pp | -0.034 pp | -16.7% | 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.