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
Pharmaceuticals3.42%-1.35 ppManaged Health Care0.84%-1.00 ppLife Sciences Tools & Services0.96%-0.47 ppBiotechnology1.80%-0.46 ppHealth Care Equipment2.41%-0.19 ppHealth Care Services0.47%-0.07 ppHealth Care Supplies0.09%-0.06 ppHealth Care Facilities0.20%-0.05 ppHealth Care Distributors0.39%+0.01 ppHealth Care Technology0.03%-0.00 pp
3 · Sub-industry
Inside Health Care Supplies
Health Care Supplies · weight
0.09%
Industry change · 12M
-0.06 pp
Health Care Supplies · contribution
-0.063 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $13.4bn | 0.028% | -0.003 pp | -0.023 pp | -36.3% | No |
| Align Technology → ALGN | United States | $10.3bn | 0.021% | -0.008 pp | -0.021 pp | -40.2% | No |
| West Pharmaceutical Services → WST | United States | $17.8bn | 0.037% | +0.002 pp | -0.018 pp | -21.0% | 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.