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 Care2.03%-0.53 ppHealth Care Services0.66%-0.25 ppPharmaceuticals5.26%+0.22 ppLife Sciences Tools & Services1.77%-0.21 ppHealth Care Equipment2.95%+0.09 ppHealth Care Supplies0.20%+0.04 ppHealth Care Facilities0.24%+0.04 ppBiotechnology2.41%+0.02 ppHealth Care Distributors0.39%-0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.95%
Industry change · 12M
+0.09 pp
Health Care Equipment · contribution
+0.092 pp
Company participation
81%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $32.0bn | 0.102% | +0.013 pp | +0.102 pp | +0.0% | Yes |
| Intuitive Surgical → ISRG | United States | $109.9bn | 0.350% | +0.084 pp | +0.087 pp | +52.0% | Yes |
| Abbott Laboratories → ABT | United States | $178.6bn | 0.569% | +0.131 pp | -0.074 pp | +2.2% | Yes |
| Medtronic → MDT | United States | $108.4bn | 0.346% | +0.074 pp | -0.073 pp | -4.2% | Yes |
| Stryker Corporation → SYK | United States | $107.7bn | 0.343% | +0.085 pp | +0.065 pp | +39.8% | Yes |
| Edwards Lifesciences → EW | United States | $46.5bn | 0.148% | +0.022 pp | -0.052 pp | -15.1% | Yes |
| Boston Scientific → BSX | United States | $79.0bn | 0.252% | +0.069 pp | +0.045 pp | +33.8% | Yes |
| Insulet Corporation → PODD | United States | $13.4bn | 0.043% | -0.005 pp | +0.043 pp | -25.0% | No |
| ResMed| → RMD | United States | $23.5bn | 0.075% | -0.002 pp | -0.040 pp | -26.8% | No |
| Baxter International → BAX | United States | $20.6bn | 0.066% | +0.015 pp | -0.038 pp | -27.1% | Yes |
| Idexx Laboratories → IDXX | United States | $42.5bn | 0.135% | +0.040 pp | +0.032 pp | +47.1% | Yes |
| Revvity → RVTY | United States | $14.5bn | 0.046% | +0.011 pp | -0.015 pp | -13.2% | Yes |
| Dexcom → DXCM | United States | $39.2bn | 0.125% | +0.013 pp | +0.009 pp | +22.8% | No |
| Becton Dickinson → BDX | United States | $63.7bn | 0.203% | +0.070 pp | +0.001 pp | +12.3% | Yes |
| Zimmer Biomet → ZBH | United States | $24.9bn | 0.079% | +0.014 pp | -0.001 pp | +12.9% | Yes |
| Steris → STE | United States | $22.7bn | 0.072% | +0.024 pp | +0.000 pp | +15.2% | 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.