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
Life Sciences Tools & Services2.24%+0.50 ppPharmaceuticals5.03%-0.32 ppManaged Health Care2.11%+0.18 ppHealth Care Supplies0.27%+0.15 ppHealth Care Services0.84%-0.15 ppHealth Care Equipment3.48%+0.12 ppBiotechnology2.43%-0.06 ppHealth Care Facilities0.20%-0.04 ppHealth Care Distributors0.31%-0.03 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
3.48%
Industry change · 12M
+0.12 pp
Health Care Equipment · contribution
+0.118 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 |
|---|---|---|---|---|---|---|---|
| Edwards Lifesciences → EW | United States | $44.7bn | 0.212% | +0.211 pp | +0.125 pp | -9.8% | Yes |
| Medtronic → MDT | United States | $135.2bn | 0.640% | +0.639 pp | -0.121 pp | -5.5% | Yes |
| Abbott Laboratories → ABT | United States | $186.1bn | 0.881% | +0.880 pp | +0.110 pp | +27.7% | Yes |
| Steris → STE | United States | $15.1bn | 0.071% | +0.071 pp | +0.071 pp | +26.4% | Yes |
| Boston Scientific → BSX | United States | $49.0bn | 0.232% | +0.232 pp | -0.071 pp | -17.8% | Yes |
| Stryker Corporation → SYK | United States | $75.9bn | 0.359% | +0.359 pp | -0.063 pp | -5.4% | Yes |
| Idexx Laboratories → IDXX | United States | $36.2bn | 0.172% | +0.171 pp | +0.044 pp | +49.1% | Yes |
| Dexcom → DXCM | United States | $7.7bn | 0.036% | +0.036 pp | +0.036 pp | +107.2% | Yes |
| Becton Dickinson → BDX | United States | $51.4bn | 0.243% | +0.243 pp | -0.033 pp | -8.5% | Yes |
| ResMed| → RMD | United States | $27.8bn | 0.132% | +0.132 pp | +0.021 pp | +31.0% | Yes |
| Revvity → RVTY | United States | $14.5bn | 0.069% | +0.069 pp | +0.019 pp | +51.1% | Yes |
| Zimmer Biomet → ZBH | United States | $26.6bn | 0.126% | +0.126 pp | -0.018 pp | -3.7% | Yes |
| Baxter International → BAX | United States | $39.6bn | 0.188% | +0.187 pp | -0.017 pp | +2.2% | Yes |
| Intuitive Surgical → ISRG | United States | $26.1bn | 0.124% | +0.124 pp | +0.013 pp | +20.6% | 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.