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
Biotechnology2.69%+0.18 ppManaged Health Care2.20%-0.16 ppHealth Care Services0.72%-0.15 ppLife Sciences Tools & Services1.95%-0.14 ppHealth Care Equipment3.14%-0.12 ppPharmaceuticals4.99%-0.05 ppHealth Care Supplies0.19%-0.04 ppHealth Care Distributors0.38%+0.02 ppHealth Care Facilities0.25%-0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
3.14%
Industry change · 12M
-0.12 pp
Health Care Equipment · contribution
-0.117 pp
Company participation
44%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| Medtronic → MDT | United States | $107.3bn | 0.366% | -0.007 pp | -0.135 pp | -24.9% | No |
| GE HealthCare → GEHC | United States | $37.2bn | 0.127% | +0.127 pp | +0.127 pp | +0.0% | Yes |
| Dexcom → DXCM | United States | $44.9bn | 0.153% | -0.005 pp | +0.111 pp | -9.2% | No |
| Abbott Laboratories → ABT | United States | $176.0bn | 0.600% | -0.090 pp | -0.102 pp | -12.9% | No |
| Insulet Corporation → PODD | United States | $22.2bn | 0.076% | +0.076 pp | +0.076 pp | +19.7% | Yes |
| Edwards Lifesciences → EW | United States | $50.3bn | 0.172% | +0.005 pp | -0.075 pp | -29.7% | Yes |
| Baxter International → BAX | United States | $20.5bn | 0.070% | -0.023 pp | -0.061 pp | -46.6% | No |
| Intuitive Surgical → ISRG | United States | $89.5bn | 0.305% | -0.033 pp | -0.058 pp | -15.3% | No |
| Boston Scientific → BSX | United States | $71.8bn | 0.245% | +0.006 pp | +0.032 pp | +13.0% | Yes |
| Stryker Corporation → SYK | United States | $108.1bn | 0.369% | +0.035 pp | +0.029 pp | +8.1% | Yes |
| Steris → STE | United States | $19.0bn | 0.065% | -0.002 pp | -0.017 pp | -20.1% | No |
| Revvity → RVTY | United States | $16.8bn | 0.057% | -0.006 pp | -0.017 pp | -23.5% | No |
| Idexx Laboratories → IDXX | United States | $41.5bn | 0.141% | +0.020 pp | -0.014 pp | -8.6% | Yes |
| ResMed| → RMD | United States | $32.2bn | 0.110% | -0.000 pp | -0.010 pp | -9.0% | No |
| Becton Dickinson → BDX | United States | $55.2bn | 0.188% | -0.016 pp | -0.007 pp | -3.2% | No |
| Zimmer Biomet → ZBH | United States | $27.0bn | 0.092% | -0.004 pp | +0.002 pp | +1.9% | 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.