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
Pharmaceuticals3.88%-1.03 ppBiotechnology1.85%-0.66 ppManaged Health Care1.46%-0.55 ppLife Sciences Tools & Services1.21%-0.43 ppHealth Care Equipment2.62%-0.39 ppHealth Care Services0.46%-0.22 ppHealth Care Distributors0.37%-0.08 ppHealth Care Facilities0.19%-0.06 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
-0.022 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2025 · 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 | $19.3bn | 0.043% | -0.006 pp | +0.029 pp | +3.5% | No |
| West Pharmaceutical Services → WST | United States | $24.7bn | 0.055% | +0.003 pp | -0.027 pp | -8.3% | Yes |
| Align Technology → ALGN | United States | $16.4bn | 0.036% | +0.000 pp | -0.025 pp | -18.0% | 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.