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 Equipment3.11%+0.29 ppPharmaceuticals5.77%+0.27 ppBiotechnology3.12%-0.26 ppManaged Health Care2.13%+0.18 ppLife Sciences Tools & Services1.64%+0.12 ppHealth Care Distributors0.40%-0.11 ppHealth Care Services0.63%-0.07 ppHealth Care Facilities0.25%+0.05 ppHealth Care Supplies0.19%+0.05 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
3.11%
Industry change · 12M
+0.29 pp
Health Care Equipment · contribution
+0.285 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $51.3bn | 0.299% | +0.008 pp | +0.057 pp | +3.7% | Yes |
| Abbott Laboratories → ABT | United States | $114.9bn | 0.670% | +0.046 pp | +0.053 pp | +6.4% | Yes |
| Boston Scientific → BSX | United States | $46.5bn | 0.271% | +0.028 pp | +0.052 pp | +20.2% | Yes |
| Medtronic → MDT | United States | $122.0bn | 0.711% | +0.044 pp | +0.048 pp | +6.3% | Yes |
| Idexx Laboratories → IDXX | United States | $21.3bn | 0.124% | +0.020 pp | +0.031 pp | +31.0% | Yes |
| Intuitive Surgical → ISRG | United States | $19.3bn | 0.112% | +0.010 pp | +0.020 pp | +17.7% | Yes |
| Edwards Lifesciences → EW | United States | $9.9bn | 0.058% | +0.003 pp | +0.007 pp | +12.5% | No |
| ResMed| → RMD | United States | $15.1bn | 0.088% | +0.005 pp | +0.006 pp | +5.7% | Yes |
| Stryker Corporation → SYK | United States | $61.1bn | 0.356% | -0.033 pp | +0.005 pp | -0.1% | No |
| Baxter International → BAX | United States | $38.8bn | 0.226% | -0.004 pp | +0.002 pp | +1.1% | No |
| Zimmer Biomet → ZBH | United States | $24.8bn | 0.144% | +0.005 pp | +0.002 pp | -0.8% | Yes |
| Revvity → RVTY | United States | $8.8bn | 0.051% | +0.001 pp | +0.001 pp | -1.0% | 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.