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
Health Care Equipment1.61%-0.77 ppPharmaceuticals4.10%+0.75 ppManaged Health Care0.93%+0.23 ppBiotechnology1.89%+0.10 ppHealth Care Technology0.08%+0.06 ppHealth Care Services0.48%+0.05 ppLife Sciences Tools & Services0.90%-0.03 ppHealth Care Facilities0.16%-0.02 ppHealth Care Supplies0.09%+0.00 ppHealth Care Distributors0.40%+0.00 pp
3 · Sub-industry
Inside Health Care Services
Health Care Services · weight
0.48%
Industry change · 12M
+0.05 pp
Health Care Services · contribution
+0.053 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 2026 · 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 |
|---|---|---|---|---|---|---|---|
| CVS Health → CVS | United States | $133.2bn | 0.233% | +0.089 pp | +0.066 pp | +73.5% | Yes |
| Cigna → CI | United States | $73.7bn | 0.129% | +0.024 pp | -0.022 pp | +6.7% | Yes |
| Quest Diagnostics → DGX | United States | $25.7bn | 0.045% | +0.016 pp | +0.005 pp | +41.6% | Yes |
| DaVita → DVA | United States | $15.4bn | 0.027% | +0.013 pp | +0.005 pp | +71.0% | Yes |
| Labcorp → LH | United States | $25.4bn | 0.044% | +0.016 pp | -0.002 pp | +20.1% | 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.