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
Pharmaceuticals4.87%+1.93 ppHealth Care Equipment3.17%+1.20 ppManaged Health Care2.18%+1.04 ppBiotechnology2.33%+0.96 ppLife Sciences Tools & Services2.10%+0.84 ppHealth Care Services0.90%+0.37 ppHealth Care Distributors0.31%+0.13 ppHealth Care Facilities0.25%+0.12 ppHealth Care Supplies0.25%+0.08 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
3.17%
Industry change · 12M
+1.20 pp
Health Care Equipment · contribution
+1.200 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2022 · 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 | $101.5bn | 0.341% | -0.089 pp | +0.271 pp | +14.0% | Yes |
| Abbott Laboratories → ABT | United States | $225.4bn | 0.758% | -0.005 pp | +0.233 pp | +4.7% | No |
| Stryker Corporation → SYK | United States | $93.6bn | 0.315% | -0.021 pp | +0.116 pp | +13.4% | No |
| Medtronic → MDT | United States | $139.1bn | 0.468% | -0.071 pp | +0.109 pp | -5.0% | No |
| Edwards Lifesciences → EW | United States | $68.2bn | 0.229% | -0.021 pp | +0.106 pp | +32.2% | No |
| Boston Scientific → BSX | United States | $61.1bn | 0.206% | +0.000 pp | +0.084 pp | +21.0% | Yes |
| Baxter International → BAX | United States | $42.8bn | 0.144% | +0.012 pp | +0.050 pp | +12.8% | Yes |
| Idexx Laboratories → IDXX | United States | $43.0bn | 0.145% | -0.045 pp | +0.047 pp | +6.0% | No |
| Becton Dickinson → BDX | United States | $55.4bn | 0.186% | +0.010 pp | +0.047 pp | -1.6% | Yes |
| ResMed| → RMD | United States | $33.4bn | 0.112% | -0.016 pp | +0.042 pp | +14.2% | Yes |
| Steris → STE | United States | $22.4bn | 0.075% | -0.002 pp | +0.037 pp | +20.9% | Yes |
| Revvity → RVTY | United States | $21.7bn | 0.073% | +0.007 pp | +0.034 pp | +17.3% | Yes |
| Dexcom → DXCM | United States | $10.4bn | 0.035% | -0.015 pp | +0.014 pp | +14.8% | No |
| Zimmer Biomet → ZBH | United States | $25.0bn | 0.084% | -0.013 pp | +0.010 pp | -19.4% | 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.