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
Life Sciences Tools & Services2.30%+0.26 ppPharmaceuticals4.65%-0.21 ppHealth Care Equipment3.22%-0.14 ppHealth Care Services0.79%-0.11 ppHealth Care Distributors0.27%-0.05 ppBiotechnology2.37%+0.02 ppHealth Care Supplies0.29%+0.02 ppHealth Care Facilities0.24%+0.02 ppManaged Health Care2.07%+0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
3.22%
Industry change · 12M
-0.14 pp
Health Care Equipment · contribution
-0.138 pp
Company participation
43%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $115.9bn | 0.391% | +0.252 pp | +0.271 pp | +34.0% | Yes |
| Medtronic → MDT | United States | $143.6bn | 0.485% | -0.115 pp | -0.164 pp | -4.3% | No |
| Stryker Corporation → SYK | United States | $89.3bn | 0.302% | -0.048 pp | -0.071 pp | +2.4% | No |
| Abbott Laboratories → ABT | United States | $222.4bn | 0.751% | +0.002 pp | -0.063 pp | +18.0% | Yes |
| Becton Dickinson → BDX | United States | $51.7bn | 0.175% | -0.011 pp | -0.047 pp | +2.4% | No |
| Zimmer Biomet → ZBH | United States | $24.3bn | 0.082% | -0.020 pp | -0.045 pp | -19.3% | No |
| Baxter International → BAX | United States | $37.3bn | 0.126% | -0.001 pp | -0.039 pp | -0.7% | No |
| Boston Scientific → BSX | United States | $54.2bn | 0.183% | -0.032 pp | -0.018 pp | +14.8% | No |
| Revvity → RVTY | United States | $23.0bn | 0.078% | +0.008 pp | +0.014 pp | +37.2% | Yes |
| Dexcom → DXCM | United States | $13.6bn | 0.046% | +0.003 pp | +0.013 pp | +76.0% | Yes |
| Idexx Laboratories → IDXX | United States | $51.6bn | 0.174% | -0.017 pp | +0.007 pp | +31.9% | No |
| Edwards Lifesciences → EW | United States | $67.0bn | 0.226% | -0.018 pp | +0.004 pp | +27.9% | No |
| Steris → STE | United States | $21.9bn | 0.074% | +0.002 pp | +0.004 pp | +13.7% | Yes |
| ResMed| → RMD | United States | $37.1bn | 0.125% | +0.125 pp | -0.004 pp | +22.4% | 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.