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
Pharmaceuticals4.86%-0.69 ppBiotechnology2.29%-0.52 ppLife Sciences Tools & Services1.59%-0.39 ppManaged Health Care2.25%-0.32 ppHealth Care Services0.65%-0.29 ppHealth Care Equipment2.84%-0.04 ppHealth Care Facilities0.21%-0.02 ppHealth Care Supplies0.14%+0.02 ppHealth Care Distributors0.43%+0.02 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.84%
Industry change · 12M
-0.04 pp
Health Care Equipment · contribution
-0.044 pp
Company participation
63%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $31.2bn | 0.097% | -0.005 pp | +0.097 pp | +0.0% | Yes |
| Abbott Laboratories → ABT | United States | $181.1bn | 0.564% | -0.005 pp | -0.072 pp | -1.1% | Yes |
| Stryker Corporation → SYK | United States | $112.6bn | 0.351% | +0.008 pp | +0.051 pp | +28.1% | Yes |
| ResMed| → RMD | United States | $23.2bn | 0.072% | -0.002 pp | -0.042 pp | -30.8% | No |
| Insulet Corporation → PODD | United States | $13.2bn | 0.041% | -0.001 pp | +0.041 pp | -36.8% | Yes |
| Baxter International → BAX | United States | $18.3bn | 0.057% | -0.008 pp | -0.040 pp | -33.9% | No |
| Boston Scientific → BSX | United States | $81.9bn | 0.255% | +0.004 pp | +0.035 pp | +23.5% | Yes |
| Edwards Lifesciences → EW | United States | $41.1bn | 0.128% | -0.020 pp | -0.034 pp | -12.3% | No |
| Medtronic → MDT | United States | $105.4bn | 0.329% | -0.017 pp | -0.028 pp | +3.7% | Yes |
| Revvity → RVTY | United States | $11.0bn | 0.034% | -0.012 pp | -0.026 pp | -36.2% | No |
| Becton Dickinson → BDX | United States | $53.9bn | 0.168% | -0.035 pp | -0.020 pp | -3.9% | No |
| Intuitive Surgical → ISRG | United States | $109.4bn | 0.341% | -0.009 pp | +0.017 pp | +15.0% | Yes |
| Dexcom → DXCM | United States | $44.6bn | 0.139% | +0.014 pp | -0.013 pp | -0.7% | Yes |
| Zimmer Biomet → ZBH | United States | $24.3bn | 0.076% | -0.004 pp | -0.010 pp | -2.4% | Yes |
| Steris → STE | United States | $19.9bn | 0.062% | -0.010 pp | -0.001 pp | +9.2% | No |
| Idexx Laboratories → IDXX | United States | $38.7bn | 0.121% | -0.015 pp | +0.001 pp | +9.4% | 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.