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
Pharmaceuticals4.86%-0.37 ppLife Sciences Tools & Services2.05%+0.28 ppBiotechnology2.35%-0.27 ppHealth Care Services0.89%-0.17 ppHealth Care Supplies0.27%+0.14 ppHealth Care Equipment3.36%+0.06 ppHealth Care Distributors0.32%-0.04 ppHealth Care Facilities0.22%-0.02 ppManaged Health Care2.06%+0.00 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
3.36%
Industry change · 12M
+0.06 pp
Health Care Equipment · contribution
+0.056 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $52.3bn | 0.222% | +0.222 pp | +0.136 pp | +2.7% | Yes |
| Medtronic → MDT | United States | $152.8bn | 0.649% | +0.648 pp | -0.104 pp | +4.5% | Yes |
| Boston Scientific → BSX | United States | $47.5bn | 0.202% | +0.201 pp | -0.102 pp | -23.4% | Yes |
| Steris → STE | United States | $16.5bn | 0.070% | +0.070 pp | +0.070 pp | +29.4% | Yes |
| Idexx Laboratories → IDXX | United States | $39.3bn | 0.167% | +0.167 pp | +0.058 pp | +83.2% | Yes |
| Abbott Laboratories → ABT | United States | $191.8bn | 0.815% | +0.814 pp | +0.053 pp | +28.6% | Yes |
| Becton Dickinson → BDX | United States | $52.2bn | 0.222% | +0.222 pp | -0.048 pp | -8.0% | Yes |
| Baxter International → BAX | United States | $38.9bn | 0.165% | +0.165 pp | -0.046 pp | -6.2% | Yes |
| Dexcom → DXCM | United States | $7.7bn | 0.033% | +0.033 pp | +0.033 pp | +40.6% | Yes |
| ResMed| → RMD | United States | $30.4bn | 0.129% | +0.129 pp | +0.021 pp | +41.3% | Yes |
| Zimmer Biomet → ZBH | United States | $30.0bn | 0.127% | +0.127 pp | -0.019 pp | +3.5% | Yes |
| Stryker Corporation → SYK | United States | $87.7bn | 0.373% | +0.372 pp | -0.014 pp | +15.4% | Yes |
| Revvity → RVTY | United States | $14.9bn | 0.063% | +0.063 pp | +0.011 pp | +43.6% | Yes |
| Intuitive Surgical → ISRG | United States | $28.5bn | 0.121% | +0.121 pp | +0.006 pp | +22.5% | 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.