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
Pharmaceuticals5.63%+1.00 ppManaged Health Care2.70%+0.79 ppLife Sciences Tools & Services2.03%-0.24 ppHealth Care Supplies0.15%-0.16 ppHealth Care Services0.97%+0.15 ppHealth Care Equipment2.94%-0.15 ppBiotechnology2.65%+0.14 ppHealth Care Distributors0.41%+0.13 ppHealth Care Facilities0.21%-0.07 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.94%
Industry change · 12M
-0.15 pp
Health Care Equipment · contribution
-0.145 pp
Company participation
36%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $107.3bn | 0.422% | -0.042 pp | -0.170 pp | -33.8% | No |
| ResMed| → RMD | United States | $32.0bn | 0.126% | +0.006 pp | +0.125 pp | -16.6% | Yes |
| Intuitive Surgical → ISRG | United States | $66.9bn | 0.263% | -0.017 pp | +0.125 pp | -43.4% | No |
| Idexx Laboratories → IDXX | United States | $27.1bn | 0.107% | -0.008 pp | -0.079 pp | -47.6% | No |
| Dexcom → DXCM | United States | $31.6bn | 0.124% | +0.096 pp | +0.078 pp | -41.1% | Yes |
| Abbott Laboratories → ABT | United States | $169.4bn | 0.666% | -0.074 pp | -0.069 pp | -16.8% | No |
| Stryker Corporation → SYK | United States | $76.6bn | 0.301% | +0.009 pp | -0.048 pp | -22.3% | Yes |
| Edwards Lifesciences → EW | United States | $51.2bn | 0.201% | -0.029 pp | -0.046 pp | -27.0% | No |
| Baxter International → BAX | United States | $27.1bn | 0.107% | -0.019 pp | -0.035 pp | -32.0% | No |
| Zimmer Biomet → ZBH | United States | $21.9bn | 0.086% | +0.001 pp | -0.018 pp | -25.8% | Yes |
| Revvity → RVTY | United States | $15.2bn | 0.060% | -0.010 pp | -0.009 pp | -30.4% | No |
| Becton Dickinson → BDX | United States | $50.0bn | 0.196% | -0.019 pp | +0.006 pp | -5.8% | No |
| Steris → STE | United States | $16.6bn | 0.065% | -0.015 pp | -0.006 pp | -17.9% | No |
| Boston Scientific → BSX | United States | $55.4bn | 0.218% | +0.011 pp | +0.001 pp | -10.7% | 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.