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
Pharmaceuticals5.82%+0.98 ppBiotechnology2.90%+0.57 ppManaged Health Care2.63%+0.41 ppHealth Care Equipment3.06%-0.27 ppLife Sciences Tools & Services2.05%-0.25 ppHealth Care Supplies0.14%-0.16 ppHealth Care Distributors0.43%+0.14 ppHealth Care Services0.96%+0.09 ppHealth Care Facilities0.24%-0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
3.06%
Industry change · 12M
-0.27 pp
Health Care Equipment · contribution
-0.272 pp
Company participation
64%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 |
|---|---|---|---|---|---|---|---|
| Dexcom → DXCM | United States | $43.7bn | 0.158% | +0.034 pp | +0.116 pp | -15.6% | Yes |
| Abbott Laboratories → ABT | United States | $191.4bn | 0.691% | +0.025 pp | -0.106 pp | -20.7% | Yes |
| Edwards Lifesciences → EW | United States | $46.1bn | 0.166% | -0.035 pp | -0.093 pp | -42.4% | No |
| Intuitive Surgical → ISRG | United States | $93.8bn | 0.338% | +0.075 pp | -0.073 pp | -26.1% | Yes |
| Medtronic → MDT | United States | $103.4bn | 0.373% | -0.049 pp | -0.073 pp | -22.6% | No |
| Idexx Laboratories → IDXX | United States | $33.8bn | 0.122% | +0.015 pp | -0.057 pp | -38.0% | Yes |
| Boston Scientific → BSX | United States | $66.3bn | 0.239% | +0.021 pp | +0.045 pp | +8.9% | Yes |
| Baxter International → BAX | United States | $25.7bn | 0.093% | -0.014 pp | -0.045 pp | -39.6% | No |
| Becton Dickinson → BDX | United States | $56.7bn | 0.204% | +0.008 pp | +0.029 pp | +5.1% | Yes |
| Revvity → RVTY | United States | $17.7bn | 0.064% | +0.004 pp | -0.017 pp | -30.1% | Yes |
| Zimmer Biomet → ZBH | United States | $26.8bn | 0.097% | +0.010 pp | +0.014 pp | +4.2% | Yes |
| ResMed| → RMD | United States | $30.5bn | 0.110% | -0.016 pp | -0.012 pp | -19.5% | No |
| Steris → STE | United States | $18.4bn | 0.067% | +0.001 pp | -0.011 pp | -23.4% | No |
| Stryker Corporation → SYK | United States | $92.5bn | 0.334% | +0.033 pp | +0.011 pp | -7.4% | 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.