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%+0.89 ppManaged Health Care2.57%+0.50 ppBiotechnology2.81%+0.44 ppHealth Care Equipment2.88%-0.34 ppLife Sciences Tools & Services1.98%-0.32 ppHealth Care Supplies0.12%-0.17 ppHealth Care Services0.94%+0.15 ppHealth Care Distributors0.41%+0.14 ppHealth Care Facilities0.23%-0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.88%
Industry change · 12M
-0.34 pp
Health Care Equipment · contribution
-0.339 pp
Company participation
43%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $105.1bn | 0.357% | -0.062 pp | -0.129 pp | -23.8% | No |
| Abbott Laboratories → ABT | United States | $187.6bn | 0.637% | -0.007 pp | -0.115 pp | -13.0% | No |
| Dexcom → DXCM | United States | $44.9bn | 0.152% | +0.037 pp | +0.106 pp | -17.3% | Yes |
| Intuitive Surgical → ISRG | United States | $95.6bn | 0.324% | +0.061 pp | -0.067 pp | -16.6% | Yes |
| Edwards Lifesciences → EW | United States | $47.8bn | 0.162% | -0.038 pp | -0.064 pp | -28.0% | No |
| Idexx Laboratories → IDXX | United States | $35.3bn | 0.120% | +0.016 pp | -0.055 pp | -30.0% | Yes |
| Boston Scientific → BSX | United States | $64.8bn | 0.220% | +0.014 pp | +0.037 pp | +18.9% | Yes |
| Baxter International → BAX | United States | $28.5bn | 0.097% | -0.007 pp | -0.029 pp | -23.0% | No |
| Revvity → RVTY | United States | $17.7bn | 0.060% | -0.001 pp | -0.018 pp | -23.1% | No |
| Becton Dickinson → BDX | United States | $55.5bn | 0.189% | -0.014 pp | +0.014 pp | +9.2% | No |
| ResMed| → RMD | United States | $33.7bn | 0.114% | -0.001 pp | -0.011 pp | -9.0% | No |
| Steris → STE | United States | $18.5bn | 0.063% | -0.009 pp | -0.011 pp | -14.2% | No |
| Zimmer Biomet → ZBH | United States | $25.2bn | 0.086% | +0.006 pp | +0.004 pp | +4.3% | Yes |
| Stryker Corporation → SYK | United States | $88.5bn | 0.300% | +0.023 pp | -0.001 pp | +0.0% | 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.