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
Biotechnology2.68%+0.35 ppPharmaceuticals5.20%+0.34 ppHealth Care Equipment2.94%-0.23 ppManaged Health Care2.37%+0.19 ppLife Sciences Tools & Services2.00%-0.11 ppHealth Care Distributors0.41%+0.10 ppHealth Care Supplies0.15%-0.09 ppHealth Care Services0.88%-0.02 ppHealth Care Facilities0.25%-0.00 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.94%
Industry change · 12M
-0.23 pp
Health Care Equipment · contribution
-0.231 pp
Company participation
43%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2023 · 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 | $41.4bn | 0.142% | -0.024 pp | +0.106 pp | -0.5% | No |
| Abbott Laboratories → ABT | United States | $192.8bn | 0.660% | +0.045 pp | -0.098 pp | -11.7% | Yes |
| Medtronic → MDT | United States | $111.3bn | 0.381% | -0.031 pp | -0.087 pp | -16.6% | No |
| Edwards Lifesciences → EW | United States | $47.4bn | 0.162% | +0.003 pp | -0.067 pp | -29.8% | No |
| Baxter International → BAX | United States | $23.0bn | 0.079% | -0.018 pp | -0.065 pp | -45.6% | No |
| Intuitive Surgical → ISRG | United States | $86.8bn | 0.297% | -0.012 pp | -0.044 pp | -13.5% | No |
| Boston Scientific → BSX | United States | $66.2bn | 0.227% | +0.008 pp | +0.021 pp | +7.8% | Yes |
| Stryker Corporation → SYK | United States | $96.0bn | 0.329% | +0.021 pp | +0.014 pp | +3.6% | Yes |
| Revvity → RVTY | United States | $17.4bn | 0.059% | -0.000 pp | -0.014 pp | -20.0% | No |
| Idexx Laboratories → IDXX | United States | $39.8bn | 0.136% | +0.030 pp | -0.008 pp | -5.3% | Yes |
| Zimmer Biomet → ZBH | United States | $26.7bn | 0.091% | +0.007 pp | +0.008 pp | +7.5% | Yes |
| Becton Dickinson → BDX | United States | $56.2bn | 0.192% | +0.005 pp | +0.006 pp | +3.1% | No |
| Steris → STE | United States | $20.6bn | 0.071% | +0.009 pp | -0.005 pp | -7.1% | Yes |
| ResMed| → RMD | United States | $33.5bn | 0.115% | -0.001 pp | +0.002 pp | +0.7% | 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.