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
Pharmaceuticals5.42%+1.76 ppHealth Care Equipment3.35%+1.46 ppLife Sciences Tools & Services1.80%+0.83 ppManaged Health Care2.11%+0.83 ppBiotechnology2.55%+0.78 ppHealth Care Services1.04%+0.69 ppHealth Care Distributors0.33%+0.11 ppHealth Care Facilities0.25%+0.09 ppHealth Care Supplies0.13%+0.06 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
3.35%
Industry change · 12M
+1.46 pp
Health Care Equipment · contribution
+1.464 pp
Company participation
46%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 |
|---|---|---|---|---|---|---|---|
| Medtronic → MDT | United States | $152.1bn | 0.746% | -0.028 pp | +0.309 pp | +27.3% | No |
| Abbott Laboratories → ABT | United States | $153.6bn | 0.754% | -0.032 pp | +0.299 pp | +22.1% | No |
| Stryker Corporation → SYK | United States | $78.6bn | 0.386% | -0.044 pp | +0.176 pp | +35.3% | No |
| Boston Scientific → BSX | United States | $63.0bn | 0.309% | +0.008 pp | +0.134 pp | +28.0% | Yes |
| Becton Dickinson → BDX | United States | $56.4bn | 0.277% | -0.001 pp | +0.111 pp | +22.2% | No |
| Baxter International → BAX | United States | $42.7bn | 0.209% | -0.028 pp | +0.084 pp | +28.4% | No |
| Zimmer Biomet → ZBH | United States | $29.9bn | 0.147% | +0.001 pp | +0.073 pp | +45.4% | Yes |
| Steris → STE | United States | $12.9bn | 0.063% | +0.063 pp | +0.063 pp | +44.1% | Yes |
| Idexx Laboratories → IDXX | United States | $22.4bn | 0.110% | -0.014 pp | +0.053 pp | +40.4% | No |
| ResMed| → RMD | United States | $22.3bn | 0.109% | +0.006 pp | +0.051 pp | +37.8% | Yes |
| Intuitive Surgical → ISRG | United States | $22.8bn | 0.112% | +0.002 pp | +0.047 pp | +23.4% | Yes |
| Edwards Lifesciences → EW | United States | $16.2bn | 0.080% | -0.001 pp | +0.041 pp | +52.3% | No |
| Revvity → RVTY | United States | $10.8bn | 0.053% | +0.003 pp | +0.022 pp | +24.0% | 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.