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%+0.31 ppManaged Health Care2.22%+0.19 ppBiotechnology2.33%+0.06 ppHealth Care Facilities0.26%+0.03 ppHealth Care Supplies0.29%+0.02 ppHealth Care Equipment3.33%-0.02 ppHealth Care Services0.87%+0.01 ppPharmaceuticals4.84%-0.01 ppHealth Care Distributors0.29%-0.00 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
3.33%
Industry change · 12M
-0.02 pp
Health Care Equipment · contribution
-0.018 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $128.4bn | 0.411% | +0.273 pp | +0.281 pp | +31.8% | Yes |
| Medtronic → MDT | United States | $139.1bn | 0.446% | -0.147 pp | -0.193 pp | -9.8% | No |
| Becton Dickinson → BDX | United States | $54.8bn | 0.175% | -0.015 pp | -0.050 pp | +1.9% | No |
| Stryker Corporation → SYK | United States | $100.9bn | 0.323% | -0.026 pp | -0.050 pp | +10.2% | No |
| Zimmer Biomet → ZBH | United States | $25.8bn | 0.083% | -0.022 pp | -0.043 pp | -17.0% | No |
| Edwards Lifesciences → EW | United States | $80.9bn | 0.259% | +0.011 pp | +0.029 pp | +42.0% | Yes |
| Baxter International → BAX | United States | $43.0bn | 0.138% | -0.003 pp | -0.028 pp | +8.5% | Yes |
| Revvity → RVTY | United States | $25.4bn | 0.081% | +0.013 pp | +0.016 pp | +40.4% | Yes |
| Boston Scientific → BSX | United States | $60.5bn | 0.194% | -0.023 pp | -0.014 pp | +18.2% | No |
| Steris → STE | United States | $24.3bn | 0.078% | +0.006 pp | +0.013 pp | +29.5% | Yes |
| Abbott Laboratories → ABT | United States | $248.9bn | 0.797% | +0.062 pp | +0.012 pp | +30.5% | Yes |
| Idexx Laboratories → IDXX | United States | $55.8bn | 0.179% | -0.007 pp | +0.006 pp | +31.7% | No |
| Dexcom → DXCM | United States | $13.0bn | 0.042% | -0.005 pp | +0.006 pp | +45.2% | No |
| ResMed| → RMD | United States | $38.0bn | 0.122% | +0.121 pp | -0.003 pp | +23.4% | 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.