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
Pharmaceuticals5.23%+1.57 ppHealth Care Equipment3.30%+1.42 ppBiotechnology2.62%+0.86 ppLife Sciences Tools & Services1.76%+0.78 ppManaged Health Care2.06%+0.71 ppHealth Care Services1.06%+0.67 ppHealth Care Distributors0.35%+0.12 ppHealth Care Facilities0.24%+0.07 ppHealth Care Supplies0.13%+0.06 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
3.30%
Industry change · 12M
+1.42 pp
Health Care Equipment · contribution
+1.424 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $151.1bn | 0.761% | -0.059 pp | +0.329 pp | +17.3% | No |
| Medtronic → MDT | United States | $149.4bn | 0.753% | -0.034 pp | +0.318 pp | +16.7% | Yes |
| Stryker Corporation → SYK | United States | $76.7bn | 0.386% | -0.063 pp | +0.168 pp | +18.0% | No |
| Boston Scientific → BSX | United States | $60.3bn | 0.304% | -0.020 pp | +0.131 pp | +14.8% | No |
| Becton Dickinson → BDX | United States | $53.6bn | 0.270% | -0.016 pp | +0.097 pp | +3.6% | No |
| Baxter International → BAX | United States | $41.9bn | 0.211% | -0.033 pp | +0.090 pp | +20.5% | No |
| Zimmer Biomet → ZBH | United States | $29.0bn | 0.146% | -0.005 pp | +0.069 pp | +25.2% | Yes |
| ResMed| → RMD | United States | $21.5bn | 0.108% | -0.000 pp | +0.055 pp | +35.5% | Yes |
| Idexx Laboratories → IDXX | United States | $21.6bn | 0.109% | -0.027 pp | +0.050 pp | +23.5% | No |
| Edwards Lifesciences → EW | United States | $17.0bn | 0.086% | +0.002 pp | +0.048 pp | +51.2% | Yes |
| Intuitive Surgical → ISRG | United States | $22.8bn | 0.115% | +0.008 pp | +0.048 pp | +11.7% | Yes |
| Revvity → RVTY | United States | $10.3bn | 0.052% | +0.002 pp | +0.020 pp | +7.0% | 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.