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
Pharmaceuticals3.77%-1.83 ppManaged Health Care1.62%-0.88 ppHealth Care Equipment2.30%-0.81 ppBiotechnology1.77%-0.80 ppLife Sciences Tools & Services1.27%-0.79 ppHealth Care Services0.49%-0.43 ppHealth Care Distributors0.29%-0.09 ppHealth Care Supplies0.13%-0.05 ppHealth Care Facilities0.18%-0.04 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.30%
Industry change · 12M
-0.81 pp
Health Care Equipment · contribution
-0.813 pp
Company participation
13%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 |
|---|---|---|---|---|---|---|---|
| Abbott Laboratories → ABT | United States | $177.4bn | 0.438% | -0.183 pp | -0.302 pp | -11.5% | No |
| Medtronic → MDT | United States | $110.1bn | 0.272% | -0.115 pp | -0.212 pp | -14.6% | No |
| Edwards Lifesciences → EW | United States | $51.1bn | 0.126% | -0.046 pp | -0.100 pp | -16.5% | No |
| GE HealthCare → GEHC | United States | $36.2bn | 0.089% | -0.032 pp | +0.089 pp | +0.0% | Yes |
| Baxter International → BAX | United States | $20.6bn | 0.051% | -0.020 pp | -0.087 pp | -45.3% | No |
| Dexcom → DXCM | United States | $45.5bn | 0.112% | -0.039 pp | +0.086 pp | +57.4% | No |
| Becton Dickinson → BDX | United States | $54.0bn | 0.133% | -0.051 pp | -0.073 pp | -4.1% | No |
| Stryker Corporation → SYK | United States | $104.6bn | 0.258% | -0.092 pp | -0.061 pp | +19.0% | No |
| Insulet Corporation → PODD | United States | $19.1bn | 0.047% | +0.047 pp | +0.047 pp | +28.5% | Yes |
| Steris → STE | United States | $19.7bn | 0.049% | -0.017 pp | -0.034 pp | -11.5% | No |
| Revvity → RVTY | United States | $14.5bn | 0.036% | -0.020 pp | -0.032 pp | -22.8% | No |
| ResMed| → RMD | United States | $31.0bn | 0.077% | -0.033 pp | -0.031 pp | +4.4% | No |
| Boston Scientific → BSX | United States | $74.0bn | 0.183% | -0.053 pp | -0.028 pp | +25.5% | No |
| Intuitive Surgical → ISRG | United States | $107.9bn | 0.266% | -0.016 pp | -0.028 pp | +35.2% | No |
| Zimmer Biomet → ZBH | United States | $26.6bn | 0.066% | -0.025 pp | -0.025 pp | +6.8% | No |
| Idexx Laboratories → IDXX | United States | $38.6bn | 0.095% | -0.043 pp | -0.023 pp | +18.7% | 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.