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
Biotechnology2.27%-0.85 ppPharmaceuticals5.25%-0.53 ppHealth Care Services0.93%+0.30 ppHealth Care Equipment3.39%+0.28 ppManaged Health Care1.99%-0.14 ppLife Sciences Tools & Services1.75%+0.11 ppHealth Care Supplies0.11%-0.07 ppHealth Care Distributors0.36%-0.03 ppHealth Care Facilities0.24%-0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
3.39%
Industry change · 12M
+0.28 pp
Health Care Equipment · contribution
+0.279 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 2019 · 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 |
|---|---|---|---|---|---|---|---|
| Abbott Laboratories → ABT | United States | $153.9bn | 0.819% | +0.041 pp | +0.149 pp | +35.1% | Yes |
| Stryker Corporation → SYK | United States | $78.5bn | 0.418% | +0.024 pp | +0.062 pp | +30.0% | Yes |
| Boston Scientific → BSX | United States | $59.1bn | 0.315% | +0.027 pp | +0.044 pp | +26.3% | Yes |
| Becton Dickinson → BDX | United States | $52.3bn | 0.278% | +0.002 pp | -0.021 pp | +2.2% | No |
| Edwards Lifesciences → EW | United States | $14.8bn | 0.079% | +0.010 pp | +0.021 pp | +49.4% | Yes |
| Medtronic → MDT | United States | $136.7bn | 0.728% | +0.064 pp | +0.016 pp | +14.9% | Yes |
| ResMed| → RMD | United States | $18.5bn | 0.098% | +0.015 pp | +0.010 pp | +23.4% | Yes |
| Intuitive Surgical → ISRG | United States | $20.0bn | 0.106% | -0.003 pp | -0.006 pp | +2.2% | No |
| Idexx Laboratories → IDXX | United States | $24.3bn | 0.129% | +0.018 pp | +0.005 pp | +15.2% | Yes |
| Baxter International → BAX | United States | $42.9bn | 0.228% | +0.010 pp | +0.002 pp | +17.2% | Yes |
| Zimmer Biomet → ZBH | United States | $26.9bn | 0.143% | +0.007 pp | -0.002 pp | +8.5% | Yes |
| Revvity → RVTY | United States | $9.6bn | 0.051% | -0.008 pp | -0.000 pp | +9.1% | 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.