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
Pharmaceuticals5.35%+2.06 ppHealth Care Equipment3.55%+1.75 ppLife Sciences Tools & Services1.79%+0.86 ppManaged Health Care1.88%+0.63 ppBiotechnology2.36%+0.60 ppHealth Care Services0.95%+0.57 ppHealth Care Distributors0.35%+0.12 ppHealth Care Facilities0.22%+0.07 ppHealth Care Supplies0.10%-0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
3.55%
Industry change · 12M
+1.75 pp
Health Care Equipment · contribution
+1.747 pp
Company participation
83%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $150.8bn | 0.820% | +0.038 pp | +0.442 pp | +29.8% | Yes |
| Medtronic → MDT | United States | $144.8bn | 0.787% | +0.064 pp | +0.367 pp | +13.8% | Yes |
| Stryker Corporation → SYK | United States | $82.5bn | 0.449% | +0.050 pp | +0.244 pp | +31.7% | Yes |
| Boston Scientific → BSX | United States | $59.5bn | 0.324% | +0.013 pp | +0.165 pp | +20.2% | Yes |
| Baxter International → BAX | United States | $44.9bn | 0.244% | +0.026 pp | +0.116 pp | +19.5% | Yes |
| Becton Dickinson → BDX | United States | $52.6bn | 0.286% | +0.005 pp | +0.112 pp | -1.8% | Yes |
| Zimmer Biomet → ZBH | United States | $27.7bn | 0.151% | +0.019 pp | +0.072 pp | +13.5% | Yes |
| Idexx Laboratories → IDXX | United States | $24.9bn | 0.136% | +0.011 pp | +0.065 pp | +14.1% | Yes |
| ResMed| → RMD | United States | $20.0bn | 0.109% | +0.014 pp | +0.058 pp | +26.7% | Yes |
| Edwards Lifesciences → EW | United States | $15.4bn | 0.084% | +0.015 pp | +0.051 pp | +53.8% | Yes |
| Intuitive Surgical → ISRG | United States | $19.6bn | 0.107% | +0.003 pp | +0.038 pp | -8.7% | No |
| Revvity → RVTY | United States | $9.2bn | 0.050% | -0.006 pp | +0.017 pp | -10.3% | 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.