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
Pharmaceuticals5.40%+2.03 ppHealth Care Equipment3.38%+1.56 ppLife Sciences Tools & Services1.77%+0.80 ppBiotechnology2.38%+0.72 ppHealth Care Services0.99%+0.66 ppManaged Health Care1.95%+0.65 ppHealth Care Distributors0.34%+0.12 ppHealth Care Facilities0.23%+0.07 ppHealth Care Supplies0.12%+0.04 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
3.38%
Industry change · 12M
+1.56 pp
Health Care Equipment · contribution
+1.557 pp
Company participation
31%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2020 · 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 | $154.7bn | 0.763% | +0.002 pp | +0.372 pp | +33.3% | No |
| Abbott Laboratories → ABT | United States | $154.1bn | 0.760% | -0.010 pp | +0.338 pp | +21.3% | No |
| Stryker Corporation → SYK | United States | $78.9bn | 0.389% | -0.033 pp | +0.170 pp | +19.9% | No |
| Boston Scientific → BSX | United States | $58.4bn | 0.288% | -0.015 pp | +0.114 pp | +9.8% | No |
| Becton Dickinson → BDX | United States | $57.1bn | 0.282% | +0.005 pp | +0.112 pp | +11.7% | Yes |
| Baxter International → BAX | United States | $45.6bn | 0.225% | +0.021 pp | +0.097 pp | +24.4% | Yes |
| Zimmer Biomet → ZBH | United States | $29.5bn | 0.146% | +0.002 pp | +0.074 pp | +36.0% | No |
| ResMed| → RMD | United States | $23.0bn | 0.113% | +0.003 pp | +0.069 pp | +69.2% | Yes |
| Steris → STE | United States | $12.8bn | 0.063% | +0.063 pp | +0.063 pp | +33.4% | Yes |
| Idexx Laboratories → IDXX | United States | $23.2bn | 0.115% | -0.013 pp | +0.054 pp | +27.4% | No |
| Intuitive Surgical → ISRG | United States | $21.6bn | 0.106% | -0.005 pp | +0.041 pp | +6.9% | No |
| Edwards Lifesciences → EW | United States | $15.3bn | 0.075% | -0.011 pp | +0.036 pp | +29.0% | No |
| Revvity → RVTY | United States | $10.3bn | 0.051% | +0.001 pp | +0.017 pp | +2.5% | 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.