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
Pharmaceuticals3.82%-0.88 ppManaged Health Care1.39%-0.68 ppBiotechnology1.79%-0.61 ppLife Sciences Tools & Services1.15%-0.49 ppHealth Care Equipment2.43%-0.46 ppHealth Care Services0.41%-0.28 ppHealth Care Distributors0.35%-0.06 ppHealth Care Facilities0.17%-0.04 ppHealth Care Technology0.03%+0.03 ppHealth Care Supplies0.13%-0.02 pp
3 · Sub-industry
Inside Health Care Supplies
Health Care Supplies · weight
0.13%
Industry change · 12M
-0.02 pp
Health Care Supplies · contribution
-0.024 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 |
|---|---|---|---|---|---|---|---|
| Cooper Companies (The) → COO | United States | $18.3bn | 0.042% | -0.010 pp | +0.028 pp | -2.8% | No |
| Align Technology → ALGN | United States | $15.6bn | 0.035% | -0.009 pp | -0.027 pp | -23.9% | No |
| West Pharmaceutical Services → WST | United States | $23.7bn | 0.054% | +0.003 pp | -0.024 pp | -6.8% | 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.