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
Pharmaceuticals4.80%+2.43 ppHealth Care Equipment3.31%+1.65 ppManaged Health Care2.29%+1.35 ppBiotechnology2.39%+1.28 ppLife Sciences Tools & Services2.05%+1.06 ppHealth Care Services0.90%+0.48 ppHealth Care Distributors0.34%+0.20 ppHealth Care Facilities0.26%+0.15 ppHealth Care Supplies0.26%+0.12 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
3.31%
Industry change · 12M
+1.65 pp
Health Care Equipment · contribution
+1.649 pp
Company participation
64%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 |
|---|---|---|---|---|---|---|---|
| Abbott Laboratories → ABT | United States | $212.7bn | 0.738% | -0.014 pp | +0.314 pp | +2.2% | No |
| Intuitive Surgical → ISRG | United States | $103.9bn | 0.360% | -0.031 pp | +0.303 pp | +18.2% | Yes |
| Medtronic → MDT | United States | $141.2bn | 0.490% | +0.005 pp | +0.175 pp | -8.3% | No |
| Stryker Corporation → SYK | United States | $99.4bn | 0.345% | +0.043 pp | +0.162 pp | +9.6% | Yes |
| Edwards Lifesciences → EW | United States | $70.0bn | 0.243% | +0.017 pp | +0.139 pp | +35.2% | Yes |
| Boston Scientific → BSX | United States | $63.0bn | 0.219% | +0.035 pp | +0.109 pp | +13.9% | Yes |
| Becton Dickinson → BDX | United States | $59.3bn | 0.206% | +0.031 pp | +0.098 pp | +14.0% | Yes |
| Baxter International → BAX | United States | $42.7bn | 0.148% | +0.022 pp | +0.070 pp | +10.9% | Yes |
| ResMed| → RMD | United States | $36.1bn | 0.125% | -0.000 pp | +0.069 pp | +28.9% | Yes |
| Idexx Laboratories → IDXX | United States | $44.9bn | 0.156% | -0.019 pp | +0.067 pp | +2.3% | No |
| Steris → STE | United States | $24.0bn | 0.083% | +0.010 pp | +0.054 pp | +38.4% | Yes |
| Revvity → RVTY | United States | $22.7bn | 0.079% | +0.001 pp | +0.050 pp | +42.7% | Yes |
| Zimmer Biomet → ZBH | United States | $25.8bn | 0.090% | +0.008 pp | +0.024 pp | -21.5% | No |
| Dexcom → DXCM | United States | $10.0bn | 0.035% | -0.011 pp | +0.016 pp | +4.1% | 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.