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 Equipment3.07%+0.24 ppManaged Health Care2.06%+0.10 ppPharmaceuticals5.41%-0.09 ppHealth Care Distributors0.43%-0.08 ppHealth Care Services0.65%-0.06 ppHealth Care Supplies0.18%+0.04 ppLife Sciences Tools & Services1.54%+0.03 ppHealth Care Facilities0.22%+0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
3.07%
Industry change · 12M
+0.24 pp
Health Care Equipment · contribution
+0.238 pp
Company participation
83%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 |
|---|---|---|---|---|---|---|---|
| Medtronic → MDT | United States | $117.0bn | 0.710% | +0.062 pp | +0.047 pp | +1.1% | Yes |
| Stryker Corporation → SYK | United States | $65.0bn | 0.395% | +0.031 pp | +0.044 pp | +6.2% | Yes |
| Abbott Laboratories → ABT | United States | $107.9bn | 0.655% | +0.023 pp | +0.037 pp | -0.5% | Yes |
| Boston Scientific → BSX | United States | $41.9bn | 0.254% | +0.030 pp | +0.035 pp | +8.7% | Yes |
| Becton Dickinson → BDX | United States | $45.4bn | 0.276% | +0.004 pp | +0.033 pp | -8.5% | Yes |
| Idexx Laboratories → IDXX | United States | $18.1bn | 0.110% | +0.012 pp | +0.017 pp | +11.3% | Yes |
| Intuitive Surgical → ISRG | United States | $17.4bn | 0.105% | +0.010 pp | +0.013 pp | +6.5% | Yes |
| Zimmer Biomet → ZBH | United States | $22.0bn | 0.134% | -0.004 pp | -0.009 pp | -12.1% | No |
| Edwards Lifesciences → EW | United States | $9.6bn | 0.059% | +0.002 pp | +0.008 pp | +8.5% | Yes |
| ResMed| → RMD | United States | $14.7bn | 0.089% | +0.007 pp | +0.007 pp | +2.7% | Yes |
| Baxter International → BAX | United States | $37.9bn | 0.230% | +0.011 pp | +0.006 pp | -1.2% | Yes |
| Revvity → RVTY | United States | $8.2bn | 0.050% | -0.001 pp | -0.001 pp | -7.2% | 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.