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
Pharmaceuticals5.04%+2.63 ppHealth Care Equipment3.25%+1.62 ppBiotechnology2.51%+1.38 ppManaged Health Care2.36%+1.33 ppLife Sciences Tools & Services2.10%+1.13 ppHealth Care Services0.87%+0.41 ppHealth Care Distributors0.36%+0.19 ppHealth Care Facilities0.26%+0.13 ppHealth Care Supplies0.24%+0.10 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
3.25%
Industry change · 12M
+1.62 pp
Health Care Equipment · contribution
+1.617 pp
Company participation
57%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $107.9bn | 0.363% | -0.048 pp | +0.307 pp | +22.5% | No |
| Abbott Laboratories → ABT | United States | $208.7bn | 0.703% | -0.095 pp | +0.287 pp | +0.2% | No |
| Medtronic → MDT | United States | $148.8bn | 0.501% | +0.055 pp | +0.190 pp | -4.0% | Yes |
| Stryker Corporation → SYK | United States | $100.9bn | 0.340% | +0.017 pp | +0.161 pp | +10.8% | Yes |
| Edwards Lifesciences → EW | United States | $73.4bn | 0.247% | -0.012 pp | +0.145 pp | +40.7% | Yes |
| Boston Scientific → BSX | United States | $63.2bn | 0.213% | +0.019 pp | +0.106 pp | +14.6% | Yes |
| Becton Dickinson → BDX | United States | $58.1bn | 0.196% | +0.020 pp | +0.090 pp | +10.9% | Yes |
| Idexx Laboratories → IDXX | United States | $46.1bn | 0.155% | -0.024 pp | +0.073 pp | +11.8% | No |
| ResMed| → RMD | United States | $35.5bn | 0.119% | -0.002 pp | +0.064 pp | +25.9% | No |
| Steris → STE | United States | $24.2bn | 0.081% | +0.003 pp | +0.050 pp | +27.9% | Yes |
| Baxter International → BAX | United States | $38.9bn | 0.131% | -0.007 pp | +0.048 pp | -6.8% | No |
| Revvity → RVTY | United States | $22.0bn | 0.074% | -0.007 pp | +0.046 pp | +36.2% | No |
| Zimmer Biomet → ZBH | United States | $26.8bn | 0.090% | +0.008 pp | +0.027 pp | -17.1% | Yes |
| Dexcom → DXCM | United States | $12.4bn | 0.042% | +0.000 pp | +0.025 pp | +42.4% | 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.