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 Care2.56%+0.64 ppPharmaceuticals5.04%+0.30 ppLife Sciences Tools & Services1.99%-0.29 ppHealth Care Equipment2.86%-0.23 ppBiotechnology2.39%-0.17 ppHealth Care Supplies0.16%-0.16 ppHealth Care Distributors0.40%+0.13 ppHealth Care Services0.91%+0.10 ppHealth Care Facilities0.20%-0.07 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.86%
Industry change · 12M
-0.23 pp
Health Care Equipment · contribution
-0.225 pp
Company participation
21%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $116.8bn | 0.418% | -0.066 pp | -0.182 pp | -32.5% | No |
| Intuitive Surgical → ISRG | United States | $73.5bn | 0.263% | -0.031 pp | +0.123 pp | -41.4% | No |
| ResMed| → RMD | United States | $32.2bn | 0.115% | +0.008 pp | +0.115 pp | -23.7% | Yes |
| Abbott Laboratories → ABT | United States | $179.8bn | 0.643% | -0.097 pp | -0.106 pp | -17.5% | No |
| Idexx Laboratories → IDXX | United States | $28.9bn | 0.104% | -0.015 pp | -0.088 pp | -48.4% | No |
| Dexcom → DXCM | United States | $32.3bn | 0.116% | +0.089 pp | +0.073 pp | -37.9% | Yes |
| Stryker Corporation → SYK | United States | $77.6bn | 0.278% | -0.042 pp | -0.072 pp | -25.1% | No |
| Edwards Lifesciences → EW | United States | $55.9bn | 0.200% | -0.026 pp | -0.044 pp | -23.1% | No |
| Baxter International → BAX | United States | $28.9bn | 0.104% | -0.034 pp | -0.024 pp | -23.5% | No |
| Zimmer Biomet → ZBH | United States | $22.3bn | 0.080% | -0.011 pp | -0.022 pp | -26.7% | No |
| Becton Dickinson → BDX | United States | $56.6bn | 0.203% | -0.004 pp | +0.017 pp | +4.2% | Yes |
| Boston Scientific → BSX | United States | $57.7bn | 0.207% | -0.005 pp | -0.008 pp | -10.7% | No |
| Revvity → RVTY | United States | $17.0bn | 0.061% | -0.007 pp | -0.008 pp | -26.8% | No |
| Steris → STE | United States | $20.1bn | 0.072% | -0.010 pp | +0.000 pp | -5.6% | 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.