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
Pharmaceuticals4.70%-1.12 ppManaged Health Care2.07%-0.56 ppBiotechnology2.40%-0.49 ppLife Sciences Tools & Services1.64%-0.40 ppHealth Care Services0.70%-0.26 ppHealth Care Equipment2.89%-0.16 ppHealth Care Facilities0.22%-0.03 ppHealth Care Supplies0.15%+0.02 ppHealth Care Distributors0.41%-0.02 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.89%
Industry change · 12M
-0.16 pp
Health Care Equipment · contribution
-0.164 pp
Company participation
88%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $191.1bn | 0.570% | +0.009 pp | -0.121 pp | +2.3% | Yes |
| GE HealthCare → GEHC | United States | $35.2bn | 0.105% | +0.002 pp | +0.105 pp | +32.6% | Yes |
| Medtronic → MDT | United States | $109.5bn | 0.327% | -0.022 pp | -0.046 pp | +9.6% | Yes |
| Insulet Corporation → PODD | United States | $15.2bn | 0.045% | +0.008 pp | +0.045 pp | -26.3% | Yes |
| Becton Dickinson → BDX | United States | $55.7bn | 0.166% | -0.031 pp | -0.038 pp | -2.7% | No |
| ResMed| → RMD | United States | $25.3bn | 0.075% | +0.003 pp | -0.035 pp | -16.5% | Yes |
| Baxter International → BAX | United States | $19.6bn | 0.058% | -0.005 pp | -0.034 pp | -21.9% | Yes |
| Edwards Lifesciences → EW | United States | $46.2bn | 0.138% | -0.003 pp | -0.029 pp | +2.2% | Yes |
| Revvity → RVTY | United States | $13.5bn | 0.040% | -0.006 pp | -0.024 pp | -21.9% | Yes |
| Zimmer Biomet → ZBH | United States | $25.4bn | 0.076% | -0.002 pp | -0.021 pp | -3.8% | Yes |
| Intuitive Surgical → ISRG | United States | $118.8bn | 0.354% | +0.011 pp | +0.016 pp | +27.1% | Yes |
| Idexx Laboratories → IDXX | United States | $46.1bn | 0.137% | +0.016 pp | +0.016 pp | +36.1% | Yes |
| Dexcom → DXCM | United States | $47.9bn | 0.143% | +0.022 pp | -0.015 pp | +9.6% | Yes |
| Boston Scientific → BSX | United States | $84.7bn | 0.253% | -0.006 pp | +0.013 pp | +24.9% | Yes |
| Stryker Corporation → SYK | United States | $113.8bn | 0.339% | -0.007 pp | +0.005 pp | +23.8% | Yes |
| Steris → STE | United States | $21.7bn | 0.065% | -0.008 pp | -0.002 pp | +20.2% | 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.