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
Pharmaceuticals5.11%-0.44 ppLife Sciences Tools & Services1.52%-0.39 ppManaged Health Care2.39%-0.34 ppBiotechnology2.47%-0.26 ppHealth Care Services0.74%-0.19 ppHealth Care Equipment2.79%-0.11 ppHealth Care Distributors0.44%+0.02 ppHealth Care Facilities0.21%-0.02 ppHealth Care Supplies0.14%+0.01 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.79%
Industry change · 12M
-0.11 pp
Health Care Equipment · contribution
-0.108 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $30.3bn | 0.103% | +0.026 pp | +0.103 pp | +0.0% | Yes |
| Medtronic → MDT | United States | $93.9bn | 0.319% | +0.065 pp | -0.093 pp | -16.4% | Yes |
| Abbott Laboratories → ABT | United States | $164.1bn | 0.558% | +0.136 pp | -0.057 pp | -2.5% | Yes |
| Dexcom → DXCM | United States | $34.3bn | 0.117% | +0.011 pp | -0.049 pp | -26.5% | Yes |
| ResMed| → RMD | United States | $20.8bn | 0.071% | -0.001 pp | -0.046 pp | -36.3% | No |
| Baxter International → BAX | United States | $16.4bn | 0.056% | +0.006 pp | -0.041 pp | -38.7% | No |
| Stryker Corporation → SYK | United States | $102.6bn | 0.349% | +0.114 pp | +0.041 pp | +19.2% | Yes |
| Boston Scientific → BSX | United States | $75.0bn | 0.255% | +0.092 pp | +0.036 pp | +18.7% | Yes |
| Insulet Corporation → PODD | United States | $9.3bn | 0.031% | -0.011 pp | +0.031 pp | -48.8% | No |
| Edwards Lifesciences → EW | United States | $38.6bn | 0.131% | +0.023 pp | -0.028 pp | -12.0% | Yes |
| Revvity → RVTY | United States | $10.3bn | 0.035% | +0.001 pp | -0.025 pp | -37.8% | No |
| Zimmer Biomet → ZBH | United States | $21.8bn | 0.074% | +0.011 pp | -0.010 pp | -7.2% | Yes |
| Steris → STE | United States | $20.7bn | 0.071% | +0.022 pp | +0.009 pp | +22.9% | Yes |
| Becton Dickinson → BDX | United States | $57.7bn | 0.196% | +0.060 pp | +0.008 pp | +8.7% | Yes |
| Idexx Laboratories → IDXX | United States | $33.2bn | 0.113% | +0.012 pp | +0.006 pp | +11.1% | Yes |
| Intuitive Surgical → ISRG | United States | $92.3bn | 0.314% | +0.065 pp | +0.005 pp | +6.4% | 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.