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
Pharmaceuticals4.64%-0.39 ppBiotechnology2.35%-0.08 ppHealth Care Facilities0.27%+0.07 ppLife Sciences Tools & Services2.30%+0.06 ppHealth Care Equipment3.44%-0.04 ppHealth Care Distributors0.27%-0.04 ppManaged Health Care2.14%+0.03 ppHealth Care Services0.81%-0.03 ppHealth Care Supplies0.29%+0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
3.44%
Industry change · 12M
-0.04 pp
Health Care Equipment · contribution
-0.044 pp
Company participation
57%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 |
|---|---|---|---|---|---|---|---|
| Intuitive Surgical → ISRG | United States | $129.0bn | 0.431% | +0.296 pp | +0.307 pp | +62.4% | Yes |
| Abbott Laboratories → ABT | United States | $228.5bn | 0.763% | +0.026 pp | -0.118 pp | +24.5% | Yes |
| Medtronic → MDT | United States | $161.3bn | 0.539% | -0.066 pp | -0.101 pp | +21.6% | No |
| Becton Dickinson → BDX | United States | $52.8bn | 0.176% | -0.019 pp | -0.067 pp | +5.1% | No |
| Baxter International → BAX | United States | $39.5bn | 0.132% | -0.001 pp | -0.056 pp | +3.2% | No |
| Edwards Lifesciences → EW | United States | $74.8bn | 0.250% | +0.010 pp | +0.038 pp | +67.1% | Yes |
| Zimmer Biomet → ZBH | United States | $29.0bn | 0.097% | -0.016 pp | -0.029 pp | +9.0% | No |
| Boston Scientific → BSX | United States | $61.4bn | 0.205% | -0.017 pp | -0.027 pp | +25.9% | No |
| Stryker Corporation → SYK | United States | $100.4bn | 0.335% | -0.015 pp | -0.024 pp | +33.0% | No |
| Idexx Laboratories → IDXX | United States | $56.7bn | 0.189% | -0.009 pp | +0.018 pp | +56.8% | Yes |
| Dexcom → DXCM | United States | $15.1bn | 0.050% | +0.008 pp | +0.014 pp | +95.0% | Yes |
| Steris → STE | United States | $23.3bn | 0.078% | +0.014 pp | +0.007 pp | +33.0% | Yes |
| ResMed| → RMD | United States | $38.3bn | 0.128% | -0.008 pp | -0.004 pp | +38.0% | Yes |
| Revvity → RVTY | United States | $19.8bn | 0.066% | -0.004 pp | -0.002 pp | +36.8% | 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.