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
Pharmaceuticals5.34%+1.80 ppHealth Care Equipment3.37%+1.57 ppBiotechnology2.48%+0.86 ppLife Sciences Tools & Services1.74%+0.81 ppManaged Health Care1.93%+0.64 ppHealth Care Services0.99%+0.61 ppHealth Care Distributors0.34%+0.11 ppHealth Care Facilities0.24%+0.08 ppHealth Care Supplies0.12%+0.05 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
3.37%
Industry change · 12M
+1.57 pp
Health Care Equipment · contribution
+1.572 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | 0.771% | -0.049 pp | +0.360 pp | +23.3% | No |
| Medtronic → MDT | United States | $146.1bn | 0.762% | +0.034 pp | +0.350 pp | +23.9% | Yes |
| Stryker Corporation → SYK | United States | $81.0bn | 0.422% | +0.004 pp | +0.216 pp | +34.8% | Yes |
| Boston Scientific → BSX | United States | $58.1bn | 0.303% | -0.012 pp | +0.133 pp | +15.4% | No |
| Becton Dickinson → BDX | United States | $53.0bn | 0.276% | -0.002 pp | +0.116 pp | +12.5% | No |
| Baxter International → BAX | United States | $39.2bn | 0.204% | -0.024 pp | +0.091 pp | +24.0% | No |
| Zimmer Biomet → ZBH | United States | $27.6bn | 0.144% | +0.001 pp | +0.068 pp | +22.7% | Yes |
| Idexx Laboratories → IDXX | United States | $24.4bn | 0.127% | -0.002 pp | +0.065 pp | +34.4% | No |
| ResMed| → RMD | United States | $21.3bn | 0.111% | +0.013 pp | +0.060 pp | +41.6% | Yes |
| Edwards Lifesciences → EW | United States | $16.6bn | 0.086% | +0.008 pp | +0.052 pp | +61.5% | Yes |
| Intuitive Surgical → ISRG | United States | $21.3bn | 0.111% | +0.005 pp | +0.044 pp | +6.1% | Yes |
| Revvity → RVTY | United States | $9.5bn | 0.050% | -0.001 pp | +0.017 pp | -0.3% | 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.