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%-0.81 ppPharmaceuticals4.07%+0.65 ppBiotechnology1.99%+0.19 ppHealth Care Technology0.10%+0.08 ppHealth Care Facilities0.15%-0.04 ppHealth Care Services0.43%-0.04 ppLife Sciences Tools & Services0.93%-0.03 ppManaged Health Care0.85%+0.02 ppHealth Care Supplies0.08%-0.00 ppHealth Care Distributors0.38%-0.00 pp
3 · Sub-industry
Inside Health Care Distributors
Health Care Distributors · weight
0.38%
Industry change · 12M
-0.00 pp
Health Care Distributors · contribution
-0.003 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 |
|---|---|---|---|---|---|---|---|
| Cardinal Health → CAH | United States | $54.6bn | 0.091% | +0.011 pp | +0.017 pp | +59.3% | Yes |
| Cencora → COR | United States | $61.8bn | 0.103% | +0.012 pp | -0.014 pp | +11.8% | Yes |
| McKesson Corporation → MCK | United States | $103.2bn | 0.172% | +0.017 pp | -0.005 pp | +29.5% | Yes |
| Henry Schein → HSIC | United States | $10.0bn | 0.017% | +0.002 pp | -0.001 pp | +29.1% | 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.