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
Managed Health Care2.54%+0.56 ppPharmaceuticals5.28%+0.53 ppHealth Care Equipment2.91%-0.33 ppBiotechnology2.41%-0.14 ppHealth Care Supplies0.18%-0.13 ppLife Sciences Tools & Services2.09%-0.11 ppHealth Care Distributors0.37%+0.07 ppHealth Care Facilities0.22%-0.07 ppHealth Care Services0.89%+0.05 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.91%
Industry change · 12M
-0.33 pp
Health Care Equipment · contribution
-0.326 pp
Company participation
14%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 |
|---|---|---|---|---|---|---|---|
| Medtronic → MDT | United States | $122.9bn | 0.422% | -0.084 pp | -0.183 pp | -27.8% | No |
| Intuitive Surgical → ISRG | United States | $82.2bn | 0.282% | -0.028 pp | +0.148 pp | -30.4% | No |
| Idexx Laboratories → IDXX | United States | $33.5bn | 0.115% | -0.016 pp | -0.083 pp | -41.2% | No |
| Abbott Laboratories → ABT | United States | $190.6bn | 0.655% | -0.069 pp | -0.082 pp | -8.6% | No |
| Stryker Corporation → SYK | United States | $81.2bn | 0.279% | -0.051 pp | -0.071 pp | -19.9% | No |
| Dexcom → DXCM | United States | $32.2bn | 0.111% | +0.074 pp | +0.068 pp | -36.3% | Yes |
| Zimmer Biomet → ZBH | United States | $23.1bn | 0.080% | -0.012 pp | -0.034 pp | -29.9% | No |
| Baxter International → BAX | United States | $29.5bn | 0.102% | -0.028 pp | -0.031 pp | -23.1% | No |
| Edwards Lifesciences → EW | United States | $62.3bn | 0.214% | -0.024 pp | -0.026 pp | -10.4% | No |
| Boston Scientific → BSX | United States | $58.7bn | 0.202% | -0.016 pp | -0.021 pp | -10.0% | No |
| ResMed| → RMD | United States | $35.2bn | 0.121% | +0.015 pp | -0.015 pp | -10.9% | Yes |
| Steris → STE | United States | $22.6bn | 0.078% | -0.004 pp | +0.014 pp | +4.3% | No |
| Becton Dickinson → BDX | United States | $54.8bn | 0.188% | -0.012 pp | -0.007 pp | -0.8% | No |
| Revvity → RVTY | United States | $19.3bn | 0.066% | -0.000 pp | -0.004 pp | -15.8% | 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.