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
Pharmaceuticals3.70%-2.35 ppManaged Health Care1.49%-1.26 ppBiotechnology1.65%-1.11 ppLife Sciences Tools & Services1.23%-0.87 ppHealth Care Equipment2.33%-0.72 ppHealth Care Services0.50%-0.46 ppHealth Care Distributors0.30%-0.09 ppHealth Care Supplies0.14%-0.04 ppHealth Care Facilities0.19%+0.00 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.33%
Industry change · 12M
-0.72 pp
Health Care Equipment · contribution
-0.722 pp
Company participation
6%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $189.6bn | 0.438% | -0.162 pp | -0.301 pp | +2.2% | No |
| Medtronic → MDT | United States | $117.2bn | 0.271% | -0.095 pp | -0.193 pp | +1.5% | No |
| Edwards Lifesciences → EW | United States | $57.2bn | 0.132% | -0.039 pp | -0.098 pp | -0.8% | No |
| Dexcom → DXCM | United States | $49.8bn | 0.115% | -0.038 pp | +0.087 pp | +72.4% | No |
| GE HealthCare → GEHC | United States | $36.9bn | 0.085% | -0.042 pp | +0.085 pp | +0.0% | No |
| Becton Dickinson → BDX | United States | $58.9bn | 0.136% | -0.052 pp | -0.079 pp | +8.7% | No |
| Baxter International → BAX | United States | $23.0bn | 0.053% | -0.017 pp | -0.072 pp | -27.3% | No |
| Insulet Corporation → PODD | United States | $20.1bn | 0.046% | -0.029 pp | +0.046 pp | +32.3% | Yes |
| ResMed| → RMD | United States | $32.1bn | 0.074% | -0.036 pp | -0.045 pp | +5.0% | No |
| Revvity → RVTY | United States | $14.9bn | 0.034% | -0.023 pp | -0.035 pp | -16.3% | No |
| Steris → STE | United States | $22.2bn | 0.051% | -0.013 pp | -0.029 pp | +10.2% | No |
| Boston Scientific → BSX | United States | $77.8bn | 0.180% | -0.065 pp | -0.027 pp | +45.1% | No |
| Stryker Corporation → SYK | United States | $115.8bn | 0.268% | -0.101 pp | -0.025 pp | +55.2% | No |
| Idexx Laboratories → IDXX | United States | $41.7bn | 0.096% | -0.045 pp | -0.018 pp | +43.2% | No |
| Zimmer Biomet → ZBH | United States | $30.4bn | 0.070% | -0.022 pp | -0.015 pp | +39.7% | No |
| Intuitive Surgical → ISRG | United States | $119.8bn | 0.277% | -0.028 pp | -0.003 pp | +70.4% | 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.