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
Pharmaceuticals2.94%-2.47 ppHealth Care Equipment1.97%-1.40 ppBiotechnology1.37%-1.01 ppManaged Health Care1.14%-0.81 ppLife Sciences Tools & Services1.26%-0.50 ppHealth Care Services0.53%-0.46 ppHealth Care Distributors0.18%-0.16 ppHealth Care Facilities0.13%-0.10 ppHealth Care Supplies0.16%+0.04 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
1.97%
Industry change · 12M
-1.40 pp
Health Care Equipment · contribution
-1.404 pp
Company participation
29%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2021 · 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 | $149.9bn | 0.359% | -0.281 pp | -0.404 pp | -1.3% | No |
| Abbott Laboratories → ABT | United States | $219.0bn | 0.525% | -0.356 pp | -0.236 pp | +44.0% | Yes |
| Stryker Corporation → SYK | United States | $83.1bn | 0.199% | -0.160 pp | -0.190 pp | +6.2% | No |
| Boston Scientific → BSX | United States | $50.7bn | 0.122% | -0.111 pp | -0.166 pp | -15.4% | No |
| Becton Dickinson → BDX | United States | $58.2bn | 0.139% | -0.104 pp | -0.142 pp | -3.6% | Yes |
| Baxter International → BAX | United States | $39.2bn | 0.094% | -0.094 pp | -0.131 pp | -12.9% | No |
| Zimmer Biomet → ZBH | United States | $30.9bn | 0.074% | -0.052 pp | -0.072 pp | +4.7% | No |
| Edwards Lifesciences → EW | United States | $51.5bn | 0.123% | -0.088 pp | +0.048 pp | +12.7% | No |
| ResMed| → RMD | United States | $29.3bn | 0.070% | -0.061 pp | -0.043 pp | +27.9% | No |
| Intuitive Surgical → ISRG | United States | $29.3bn | 0.070% | -0.054 pp | -0.036 pp | +33.6% | No |
| Steris → STE | United States | $16.0bn | 0.038% | -0.033 pp | -0.025 pp | +25.3% | No |
| Dexcom → DXCM | United States | $9.0bn | 0.022% | -0.015 pp | +0.022 pp | +55.7% | Yes |
| Idexx Laboratories → IDXX | United States | $40.8bn | 0.098% | -0.074 pp | -0.017 pp | +76.6% | No |
| Revvity → RVTY | United States | $16.5bn | 0.039% | -0.029 pp | -0.011 pp | +59.4% | 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.