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
Biotechnology3.08%-0.30 ppHealth Care Equipment2.98%+0.15 ppManaged Health Care2.08%+0.13 ppPharmaceuticals5.60%+0.10 ppLife Sciences Tools & Services1.54%+0.03 ppHealth Care Services0.68%-0.02 ppHealth Care Distributors0.50%-0.01 ppHealth Care Supplies0.14%+0.00 ppHealth Care Facilities0.21%+0.00 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.98%
Industry change · 12M
+0.15 pp
Health Care Equipment · contribution
+0.151 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 2018 · 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 |
|---|---|---|---|---|---|---|---|
| Becton Dickinson → BDX | United States | $47.3bn | 0.291% | +0.049 pp | +0.049 pp | -4.2% | Yes |
| Stryker Corporation → SYK | United States | $63.3bn | 0.389% | +0.038 pp | +0.038 pp | +3.4% | Yes |
| Boston Scientific → BSX | United States | $39.5bn | 0.243% | +0.024 pp | +0.024 pp | +2.7% | Yes |
| Idexx Laboratories → IDXX | United States | $16.9bn | 0.104% | +0.011 pp | +0.011 pp | +4.0% | Yes |
| Intuitive Surgical → ISRG | United States | $16.6bn | 0.102% | +0.010 pp | +0.010 pp | +2.1% | Yes |
| Baxter International → BAX | United States | $37.5bn | 0.231% | +0.007 pp | +0.007 pp | -3.3% | Yes |
| Abbott Laboratories → ABT | United States | $101.5bn | 0.624% | +0.007 pp | +0.007 pp | -6.0% | No |
| Medtronic → MDT | United States | $108.6bn | 0.667% | +0.004 pp | +0.004 pp | -6.2% | Yes |
| Edwards Lifesciences → EW | United States | $8.9bn | 0.055% | +0.004 pp | +0.004 pp | +0.6% | No |
| Zimmer Biomet → ZBH | United States | $22.7bn | 0.140% | -0.003 pp | -0.003 pp | -9.2% | Yes |
| ResMed| → RMD | United States | $13.5bn | 0.083% | +0.001 pp | +0.001 pp | -5.8% | No |
| Revvity → RVTY | United States | $8.1bn | 0.050% | -0.001 pp | -0.001 pp | -8.4% | 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.