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
Pharmaceuticals6.06%+1.38 ppManaged Health Care2.75%+0.73 ppBiotechnology2.76%+0.64 ppHealth Care Distributors0.40%+0.11 ppHealth Care Supplies0.17%-0.11 ppHealth Care Equipment3.05%-0.11 ppHealth Care Services0.96%+0.10 ppHealth Care Facilities0.19%-0.05 ppLife Sciences Tools & Services2.10%-0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
3.05%
Industry change · 12M
-0.11 pp
Health Care Equipment · contribution
-0.105 pp
Company participation
21%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $72.0bn | 0.280% | -0.083 pp | +0.152 pp | -34.5% | No |
| Medtronic → MDT | United States | $119.3bn | 0.464% | -0.037 pp | -0.125 pp | -25.9% | No |
| Idexx Laboratories → IDXX | United States | $29.5bn | 0.115% | -0.041 pp | -0.076 pp | -44.5% | No |
| Stryker Corporation → SYK | United States | $75.2bn | 0.293% | -0.047 pp | -0.053 pp | -22.6% | No |
| Zimmer Biomet → ZBH | United States | $22.0bn | 0.086% | -0.004 pp | -0.029 pp | -32.2% | No |
| Becton Dickinson → BDX | United States | $55.2bn | 0.215% | +0.019 pp | +0.023 pp | +5.3% | Yes |
| Steris → STE | United States | $20.6bn | 0.080% | -0.001 pp | +0.018 pp | +0.7% | No |
| Baxter International → BAX | United States | $32.3bn | 0.126% | -0.005 pp | -0.017 pp | -19.0% | No |
| Abbott Laboratories → ABT | United States | $190.2bn | 0.740% | +0.037 pp | +0.013 pp | -4.8% | Yes |
| Revvity → RVTY | United States | $17.9bn | 0.070% | -0.004 pp | +0.009 pp | -7.7% | No |
| Dexcom → DXCM | United States | $7.3bn | 0.028% | -0.013 pp | -0.008 pp | -30.2% | No |
| ResMed| → RMD | United States | $30.7bn | 0.119% | -0.000 pp | -0.007 pp | -14.4% | Yes |
| Boston Scientific → BSX | United States | $53.3bn | 0.207% | -0.005 pp | -0.007 pp | -12.8% | No |
| Edwards Lifesciences → EW | United States | $59.1bn | 0.230% | -0.017 pp | +0.003 pp | -8.2% | 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.