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
Managed Health Care2.28%-0.26 ppPharmaceuticals5.22%-0.24 ppHealth Care Services0.71%-0.20 ppLife Sciences Tools & Services1.85%-0.19 ppHealth Care Equipment3.34%+0.18 ppBiotechnology2.61%+0.11 ppHealth Care Facilities0.27%+0.03 ppHealth Care Distributors0.39%+0.01 ppHealth Care Supplies0.19%+0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
3.34%
Industry change · 12M
+0.18 pp
Health Care Equipment · contribution
+0.175 pp
Company participation
81%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| GE HealthCare → GEHC | United States | $37.0bn | 0.125% | +0.125 pp | +0.125 pp | +0.0% | Yes |
| Dexcom → DXCM | United States | $47.0bn | 0.159% | +0.017 pp | +0.123 pp | +18.8% | Yes |
| Medtronic → MDT | United States | $121.0bn | 0.409% | +0.028 pp | -0.098 pp | -9.9% | Yes |
| Abbott Laboratories → ABT | United States | $192.0bn | 0.648% | -0.011 pp | -0.075 pp | -0.8% | Yes |
| Insulet Corporation → PODD | United States | $22.1bn | 0.075% | +0.075 pp | +0.075 pp | +33.1% | Yes |
| Edwards Lifesciences → EW | United States | $53.3bn | 0.180% | +0.018 pp | -0.058 pp | -16.8% | Yes |
| Stryker Corporation → SYK | United States | $113.5bn | 0.383% | +0.055 pp | +0.054 pp | +25.8% | Yes |
| Baxter International → BAX | United States | $24.1bn | 0.081% | +0.003 pp | -0.048 pp | -31.5% | No |
| Intuitive Surgical → ISRG | United States | $105.5bn | 0.356% | +0.059 pp | +0.046 pp | +25.9% | Yes |
| Boston Scientific → BSX | United States | $74.8bn | 0.253% | +0.026 pp | +0.035 pp | +23.8% | Yes |
| Steris → STE | United States | $18.7bn | 0.063% | -0.007 pp | -0.018 pp | -15.0% | No |
| ResMed| → RMD | United States | $35.4bn | 0.120% | +0.005 pp | +0.014 pp | +21.5% | Yes |
| Revvity → RVTY | United States | $16.5bn | 0.056% | -0.004 pp | -0.011 pp | -10.8% | No |
| Idexx Laboratories → IDXX | United States | $40.8bn | 0.138% | +0.002 pp | +0.007 pp | +14.3% | Yes |
| Zimmer Biomet → ZBH | United States | $28.9bn | 0.098% | +0.006 pp | +0.006 pp | +15.6% | Yes |
| Becton Dickinson → BDX | United States | $59.0bn | 0.199% | +0.007 pp | -0.001 pp | +8.5% | 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.