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
Pharmaceuticals5.24%+1.87 ppHealth Care Equipment3.42%+1.56 ppLife Sciences Tools & Services1.79%+0.84 ppBiotechnology2.32%+0.57 ppHealth Care Services0.94%+0.55 ppManaged Health Care1.70%+0.46 ppHealth Care Distributors0.35%+0.12 ppHealth Care Facilities0.22%+0.06 ppHealth Care Supplies0.10%-0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
3.42%
Industry change · 12M
+1.56 pp
Health Care Equipment · contribution
+1.557 pp
Company participation
58%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $147.9bn | 0.785% | -0.014 pp | +0.375 pp | +16.0% | No |
| Medtronic → MDT | United States | $145.7bn | 0.774% | +0.070 pp | +0.351 pp | +12.8% | Yes |
| Stryker Corporation → SYK | United States | $80.9bn | 0.430% | +0.016 pp | +0.218 pp | +23.1% | Yes |
| Boston Scientific → BSX | United States | $56.7bn | 0.301% | -0.021 pp | +0.131 pp | +5.7% | No |
| Becton Dickinson → BDX | United States | $52.4bn | 0.278% | -0.003 pp | +0.108 pp | -1.9% | No |
| Baxter International → BAX | United States | $44.7bn | 0.237% | +0.012 pp | +0.106 pp | +14.7% | Yes |
| Zimmer Biomet → ZBH | United States | $27.4bn | 0.145% | +0.019 pp | +0.063 pp | +5.3% | Yes |
| Idexx Laboratories → IDXX | United States | $23.4bn | 0.124% | -0.003 pp | +0.055 pp | +8.9% | No |
| ResMed| → RMD | United States | $19.4bn | 0.103% | +0.009 pp | +0.051 pp | +18.7% | Yes |
| Edwards Lifesciences → EW | United States | $15.2bn | 0.081% | +0.012 pp | +0.042 pp | +26.3% | Yes |
| Intuitive Surgical → ISRG | United States | $20.7bn | 0.110% | +0.001 pp | +0.041 pp | -5.9% | Yes |
| Revvity → RVTY | United States | $9.5bn | 0.050% | -0.007 pp | +0.016 pp | -12.2% | 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.