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
Pharmaceuticals5.55%+0.91 ppManaged Health Care2.73%+0.59 ppHealth Care Equipment2.90%-0.54 ppLife Sciences Tools & Services1.91%-0.39 ppBiotechnology2.73%+0.38 ppHealth Care Supplies0.13%-0.16 ppHealth Care Distributors0.42%+0.15 ppHealth Care Services0.93%+0.12 ppHealth Care Facilities0.22%-0.05 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.90%
Industry change · 12M
-0.54 pp
Health Care Equipment · contribution
-0.540 pp
Company participation
36%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 |
|---|---|---|---|---|---|---|---|
| Abbott Laboratories → ABT | United States | $173.3bn | 0.615% | -0.040 pp | -0.148 pp | -21.9% | No |
| Medtronic → MDT | United States | $116.1bn | 0.412% | -0.011 pp | -0.127 pp | -25.1% | No |
| Intuitive Surgical → ISRG | United States | $87.1bn | 0.309% | +0.027 pp | -0.122 pp | -31.8% | Yes |
| Dexcom → DXCM | United States | $46.7bn | 0.166% | +0.055 pp | +0.115 pp | -22.5% | Yes |
| Edwards Lifesciences → EW | United States | $44.8bn | 0.159% | -0.055 pp | -0.091 pp | -39.6% | No |
| Idexx Laboratories → IDXX | United States | $29.9bn | 0.106% | -0.009 pp | -0.083 pp | -46.0% | No |
| Baxter International → BAX | United States | $27.4bn | 0.097% | -0.004 pp | -0.035 pp | -30.1% | No |
| Stryker Corporation → SYK | United States | $86.7bn | 0.308% | +0.029 pp | -0.028 pp | -12.8% | Yes |
| Steris → STE | United States | $17.3bn | 0.061% | -0.016 pp | -0.017 pp | -25.6% | No |
| Boston Scientific → BSX | United States | $61.7bn | 0.219% | +0.017 pp | +0.014 pp | -0.0% | Yes |
| Zimmer Biomet → ZBH | United States | $23.8bn | 0.084% | +0.005 pp | -0.013 pp | -17.7% | Yes |
| ResMed| → RMD | United States | $32.8bn | 0.116% | -0.005 pp | -0.012 pp | -14.3% | No |
| Becton Dickinson → BDX | United States | $52.9bn | 0.188% | -0.000 pp | +0.011 pp | +2.3% | No |
| Revvity → RVTY | United States | $16.9bn | 0.060% | -0.007 pp | -0.006 pp | -24.3% | 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.