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
Pharmaceuticals4.62%+4.62 ppHealth Care Equipment3.09%+3.08 ppBiotechnology2.51%+2.51 ppLife Sciences Tools & Services2.28%+2.27 ppManaged Health Care1.92%+1.91 ppHealth Care Services0.82%+0.82 ppHealth Care Supplies0.31%+0.31 ppHealth Care Distributors0.28%+0.28 ppHealth Care Facilities0.27%+0.27 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
3.09%
Industry change · 12M
+3.08 pp
Health Care Equipment · contribution
+3.083 pp
Company participation
43%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $209.4bn | 0.735% | +0.008 pp | +0.734 pp | +10.2% | No |
| Medtronic → MDT | United States | $168.7bn | 0.592% | +0.003 pp | +0.592 pp | +23.0% | No |
| Stryker Corporation → SYK | United States | $99.4bn | 0.349% | +0.004 pp | +0.349 pp | +27.8% | No |
| Edwards Lifesciences → EW | United States | $70.6bn | 0.248% | +0.020 pp | +0.248 pp | +41.8% | Yes |
| Boston Scientific → BSX | United States | $61.8bn | 0.217% | +0.002 pp | +0.217 pp | +13.6% | No |
| Becton Dickinson → BDX | United States | $54.1bn | 0.190% | -0.001 pp | +0.190 pp | +7.1% | No |
| Idexx Laboratories → IDXX | United States | $52.9bn | 0.186% | -0.004 pp | +0.186 pp | +58.2% | Yes |
| Baxter International → BAX | United States | $40.2bn | 0.141% | -0.002 pp | +0.141 pp | +1.4% | No |
| Intuitive Surgical → ISRG | United States | $39.4bn | 0.138% | +0.010 pp | +0.138 pp | +40.1% | Yes |
| Zimmer Biomet → ZBH | United States | $29.7bn | 0.104% | -0.011 pp | +0.104 pp | +8.2% | No |
| Steris → STE | United States | $20.4bn | 0.072% | +0.009 pp | +0.071 pp | +16.9% | Yes |
| Revvity → RVTY | United States | $19.4bn | 0.068% | +0.007 pp | +0.068 pp | +38.3% | Yes |
| Dexcom → DXCM | United States | $13.2bn | 0.046% | +0.010 pp | +0.046 pp | +32.7% | Yes |
| ResMed| → RMD | United States | $0.0bn | 0.000% | -0.127 pp | +0.000 pp | +54.9% | 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.