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 Care2.01%-0.36 ppLife Sciences Tools & Services1.64%-0.36 ppPharmaceuticals4.92%-0.29 ppHealth Care Services0.67%-0.20 ppBiotechnology2.51%-0.17 ppHealth Care Equipment3.01%+0.07 ppHealth Care Distributors0.44%+0.03 ppHealth Care Facilities0.24%-0.00 ppHealth Care Supplies0.16%+0.00 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
3.01%
Industry change · 12M
+0.07 pp
Health Care Equipment · contribution
+0.073 pp
Company participation
69%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2024 · 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 | $33.4bn | 0.099% | -0.004 pp | +0.099 pp | +5.7% | No |
| Intuitive Surgical → ISRG | United States | $133.3bn | 0.396% | +0.082 pp | +0.099 pp | +53.9% | Yes |
| Abbott Laboratories → ABT | United States | $196.4bn | 0.584% | +0.026 pp | -0.076 pp | +4.4% | Yes |
| Stryker Corporation → SYK | United States | $127.4bn | 0.379% | +0.030 pp | +0.050 pp | +33.6% | Yes |
| Boston Scientific → BSX | United States | $92.7bn | 0.276% | +0.021 pp | +0.049 pp | +36.8% | Yes |
| Insulet Corporation → PODD | United States | $13.3bn | 0.040% | +0.008 pp | +0.040 pp | -33.6% | Yes |
| Medtronic → MDT | United States | $116.4bn | 0.346% | +0.027 pp | -0.035 pp | +8.1% | Yes |
| ResMed| → RMD | United States | $28.0bn | 0.083% | +0.013 pp | -0.032 pp | -15.9% | Yes |
| Becton Dickinson → BDX | United States | $54.5bn | 0.162% | -0.034 pp | -0.030 pp | -3.9% | No |
| Edwards Lifesciences → EW | United States | $47.6bn | 0.141% | +0.010 pp | -0.021 pp | +2.3% | Yes |
| Baxter International → BAX | United States | $19.6bn | 0.058% | +0.003 pp | -0.020 pp | -12.8% | No |
| Revvity → RVTY | United States | $13.2bn | 0.039% | +0.004 pp | -0.020 pp | -21.9% | No |
| Zimmer Biomet → ZBH | United States | $26.2bn | 0.078% | +0.004 pp | -0.013 pp | -0.6% | Yes |
| Idexx Laboratories → IDXX | United States | $42.8bn | 0.127% | +0.014 pp | -0.009 pp | +7.2% | Yes |
| Steris → STE | United States | $21.6bn | 0.064% | -0.006 pp | -0.006 pp | +7.1% | No |
| Dexcom → DXCM | United States | $46.9bn | 0.139% | +0.023 pp | -0.002 pp | +13.3% | 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.