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
Pharmaceuticals3.42%-1.86 ppManaged Health Care1.47%-1.06 ppLife Sciences Tools & Services1.21%-0.89 ppBiotechnology1.62%-0.79 ppHealth Care Equipment2.16%-0.76 ppHealth Care Services0.49%-0.39 ppHealth Care Distributors0.27%-0.09 ppHealth Care Facilities0.16%-0.05 ppHealth Care Supplies0.13%-0.04 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.16%
Industry change · 12M
-0.76 pp
Health Care Equipment · contribution
-0.758 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $193.6bn | 0.422% | -0.226 pp | -0.233 pp | +4.2% | No |
| Medtronic → MDT | United States | $116.8bn | 0.254% | -0.154 pp | -0.168 pp | -1.9% | No |
| Edwards Lifesciences → EW | United States | $49.9bn | 0.109% | -0.071 pp | -0.105 pp | -18.4% | No |
| GE HealthCare → GEHC | United States | $35.5bn | 0.077% | -0.048 pp | +0.077 pp | +0.0% | No |
| Becton Dickinson → BDX | United States | $62.2bn | 0.136% | -0.064 pp | -0.053 pp | +15.7% | No |
| Baxter International → BAX | United States | $22.9bn | 0.050% | -0.032 pp | -0.052 pp | -21.0% | No |
| ResMed| → RMD | United States | $32.7bn | 0.071% | -0.048 pp | -0.050 pp | -6.8% | No |
| Stryker Corporation → SYK | United States | $107.6bn | 0.234% | -0.149 pp | -0.045 pp | +33.5% | No |
| Insulet Corporation → PODD | United States | $19.3bn | 0.042% | -0.033 pp | +0.042 pp | +11.7% | No |
| Boston Scientific → BSX | United States | $74.5bn | 0.162% | -0.090 pp | -0.039 pp | +26.3% | No |
| Intuitive Surgical → ISRG | United States | $114.0bn | 0.248% | -0.108 pp | -0.034 pp | +40.9% | No |
| Revvity → RVTY | United States | $15.4bn | 0.034% | -0.022 pp | -0.033 pp | -19.6% | No |
| Steris → STE | United States | $22.3bn | 0.048% | -0.015 pp | -0.029 pp | +1.0% | No |
| Zimmer Biomet → ZBH | United States | $28.8bn | 0.063% | -0.035 pp | -0.017 pp | +26.1% | No |
| Idexx Laboratories → IDXX | United States | $46.0bn | 0.100% | -0.037 pp | -0.015 pp | +39.0% | No |
| Dexcom → DXCM | United States | $48.3bn | 0.105% | -0.054 pp | -0.005 pp | +51.8% | 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.