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
Pharmaceuticals4.48%-1.87 ppBiotechnology2.08%-1.01 ppManaged Health Care2.04%-0.41 ppHealth Care Equipment3.24%-0.35 ppHealth Care Services0.87%-0.20 ppHealth Care Supplies0.28%+0.16 ppLife Sciences Tools & Services1.94%-0.07 ppHealth Care Distributors0.30%-0.07 ppHealth Care Facilities0.24%+0.03 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
3.24%
Industry change · 12M
-0.35 pp
Health Care Equipment · contribution
-0.346 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| Abbott Laboratories → ABT | United States | $212.7bn | 0.771% | +0.246 pp | -0.141 pp | +32.4% | Yes |
| Edwards Lifesciences → EW | United States | $59.4bn | 0.215% | +0.092 pp | +0.131 pp | +31.8% | Yes |
| Baxter International → BAX | United States | $43.1bn | 0.156% | +0.062 pp | -0.097 pp | -2.3% | Yes |
| Becton Dickinson → BDX | United States | $55.4bn | 0.201% | +0.061 pp | -0.093 pp | -0.1% | Yes |
| Medtronic → MDT | United States | $176.5bn | 0.640% | +0.281 pp | -0.093 pp | +37.1% | Yes |
| Boston Scientific → BSX | United States | $61.8bn | 0.224% | +0.102 pp | -0.069 pp | +16.3% | Yes |
| Idexx Laboratories → IDXX | United States | $46.9bn | 0.170% | +0.072 pp | +0.038 pp | +97.8% | Yes |
| Dexcom → DXCM | United States | $9.3bn | 0.034% | +0.012 pp | +0.034 pp | +15.2% | Yes |
| Stryker Corporation → SYK | United States | $98.9bn | 0.359% | +0.160 pp | -0.032 pp | +42.5% | Yes |
| ResMed| → RMD | United States | $27.4bn | 0.099% | +0.029 pp | -0.027 pp | +22.0% | Yes |
| Intuitive Surgical → ISRG | United States | $34.1bn | 0.124% | +0.054 pp | +0.013 pp | +69.3% | Yes |
| Zimmer Biomet → ZBH | United States | $35.8bn | 0.130% | +0.056 pp | -0.005 pp | +49.0% | Yes |
| Revvity → RVTY | United States | $14.5bn | 0.053% | +0.013 pp | -0.004 pp | +43.5% | Yes |
| Steris → STE | United States | $18.0bn | 0.065% | +0.027 pp | -0.002 pp | +49.5% | 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.