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 Care0.84%-0.75 ppPharmaceuticals3.52%-0.71 ppBiotechnology1.80%-0.33 ppHealth Care Equipment2.20%-0.32 ppLife Sciences Tools & Services1.00%-0.24 ppHealth Care Distributors0.43%+0.09 ppHealth Care Services0.42%-0.07 ppHealth Care Supplies0.09%-0.05 ppHealth Care Facilities0.21%-0.01 ppHealth Care Technology0.02%-0.01 pp
3 · Sub-industry
Inside Health Care Supplies
Health Care Supplies · weight
0.09%
Industry change · 12M
-0.05 pp
Health Care Supplies · contribution
-0.051 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $13.9bn | 0.027% | -0.003 pp | -0.022 pp | -33.2% | No |
| Align Technology → ALGN | United States | $10.0bn | 0.020% | -0.000 pp | -0.016 pp | -32.8% | No |
| West Pharmaceutical Services → WST | United States | $20.3bn | 0.040% | +0.003 pp | -0.013 pp | -8.1% | 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.