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 Care2.23%-0.48 ppPharmaceuticals5.26%-0.36 ppLife Sciences Tools & Services1.70%-0.33 ppHealth Care Services0.72%-0.26 ppBiotechnology2.53%-0.12 ppHealth Care Supplies0.18%+0.04 ppHealth Care Equipment2.91%-0.03 ppHealth Care Facilities0.22%+0.02 ppHealth Care Distributors0.42%+0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.91%
Industry change · 12M
-0.03 pp
Health Care Equipment · contribution
-0.031 pp
Company participation
81%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $168.1bn | 0.561% | +0.123 pp | -0.105 pp | +2.0% | Yes |
| GE HealthCare → GEHC | United States | $30.9bn | 0.103% | +0.018 pp | +0.103 pp | +0.0% | Yes |
| Intuitive Surgical → ISRG | United States | $102.7bn | 0.343% | +0.066 pp | +0.080 pp | +55.9% | Yes |
| Medtronic → MDT | United States | $104.3bn | 0.348% | +0.077 pp | -0.074 pp | +0.4% | Yes |
| Edwards Lifesciences → EW | United States | $42.1bn | 0.141% | +0.008 pp | -0.061 pp | -16.2% | Yes |
| ResMed| → RMD | United States | $21.7bn | 0.073% | -0.002 pp | -0.053 pp | -31.7% | No |
| Stryker Corporation → SYK | United States | $103.8bn | 0.347% | +0.079 pp | +0.045 pp | +36.4% | Yes |
| Baxter International → BAX | United States | $19.1bn | 0.064% | +0.011 pp | -0.043 pp | -28.1% | Yes |
| Boston Scientific → BSX | United States | $77.3bn | 0.258% | +0.078 pp | +0.040 pp | +36.3% | Yes |
| Insulet Corporation → PODD | United States | $11.1bn | 0.037% | -0.009 pp | +0.037 pp | -30.5% | No |
| Idexx Laboratories → IDXX | United States | $36.3bn | 0.121% | +0.025 pp | +0.015 pp | +34.2% | Yes |
| Revvity → RVTY | United States | $13.7bn | 0.046% | +0.011 pp | -0.014 pp | -7.8% | Yes |
| Zimmer Biomet → ZBH | United States | $23.4bn | 0.078% | +0.008 pp | -0.008 pp | +8.2% | Yes |
| Steris → STE | United States | $21.7bn | 0.072% | +0.021 pp | +0.007 pp | +33.3% | Yes |
| Dexcom → DXCM | United States | $36.2bn | 0.121% | +0.006 pp | -0.003 pp | +15.8% | No |
| Becton Dickinson → BDX | United States | $59.0bn | 0.197% | +0.061 pp | +0.001 pp | +17.7% | 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.