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
Pharmaceuticals5.61%+1.00 ppBiotechnology2.57%+0.50 ppManaged Health Care2.50%+0.40 ppHealth Care Supplies0.18%-0.10 ppHealth Care Distributors0.39%+0.10 ppLife Sciences Tools & Services2.06%+0.06 ppHealth Care Facilities0.22%-0.03 ppHealth Care Equipment3.11%-0.02 ppHealth Care Services0.93%+0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
3.11%
Industry change · 12M
-0.02 pp
Health Care Equipment · contribution
-0.025 pp
Company participation
36%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $81.7bn | 0.294% | -0.066 pp | +0.175 pp | -18.9% | No |
| Medtronic → MDT | United States | $134.4bn | 0.484% | -0.006 pp | -0.127 pp | -19.1% | Yes |
| Idexx Laboratories → IDXX | United States | $32.9bn | 0.118% | -0.037 pp | -0.052 pp | -29.8% | No |
| Zimmer Biomet → ZBH | United States | $25.2bn | 0.091% | +0.001 pp | -0.031 pp | -25.9% | Yes |
| Stryker Corporation → SYK | United States | $88.7bn | 0.319% | -0.026 pp | -0.025 pp | -7.2% | No |
| Steris → STE | United States | $22.8bn | 0.082% | -0.001 pp | +0.024 pp | +20.3% | Yes |
| Becton Dickinson → BDX | United States | $57.3bn | 0.206% | +0.001 pp | +0.013 pp | +9.9% | Yes |
| Edwards Lifesciences → EW | United States | $62.7bn | 0.226% | -0.017 pp | +0.012 pp | +5.2% | No |
| Baxter International → BAX | United States | $38.3bn | 0.138% | -0.010 pp | -0.010 pp | -6.1% | No |
| Revvity → RVTY | United States | $18.9bn | 0.068% | -0.011 pp | +0.010 pp | +3.3% | No |
| Dexcom → DXCM | United States | $7.3bn | 0.026% | -0.009 pp | -0.006 pp | -19.3% | No |
| Boston Scientific → BSX | United States | $58.6bn | 0.211% | -0.007 pp | -0.005 pp | -3.6% | Yes |
| Abbott Laboratories → ABT | United States | $205.7bn | 0.741% | +0.003 pp | -0.002 pp | +2.2% | No |
| ResMed| → RMD | United States | $29.8bn | 0.107% | -0.018 pp | -0.000 pp | -0.5% | 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.