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 Care1.88%-0.42 ppBiotechnology2.37%-0.28 ppLife Sciences Tools & Services1.67%-0.27 ppHealth Care Services0.67%-0.15 ppPharmaceuticals5.11%+0.09 ppHealth Care Equipment2.98%-0.05 ppHealth Care Distributors0.44%+0.05 ppHealth Care Supplies0.15%-0.03 ppHealth Care Facilities0.24%-0.00 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.98%
Industry change · 12M
-0.05 pp
Health Care Equipment · contribution
-0.055 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 |
|---|---|---|---|---|---|---|---|
| Intuitive Surgical → ISRG | United States | $135.9bn | 0.389% | +0.048 pp | +0.107 pp | +68.1% | Yes |
| Medtronic → MDT | United States | $110.7bn | 0.317% | -0.011 pp | -0.070 pp | +4.1% | No |
| Boston Scientific → BSX | United States | $97.1bn | 0.278% | +0.023 pp | +0.043 pp | +41.7% | Yes |
| ResMed| → RMD | United States | $25.6bn | 0.073% | +0.001 pp | -0.037 pp | -17.6% | No |
| Insulet Corporation → PODD | United States | $11.5bn | 0.033% | -0.008 pp | +0.033 pp | -40.7% | No |
| Abbott Laboratories → ABT | United States | $205.9bn | 0.590% | +0.025 pp | -0.032 pp | +19.0% | Yes |
| Becton Dickinson → BDX | United States | $53.5bn | 0.153% | -0.015 pp | -0.031 pp | +1.9% | No |
| Stryker Corporation → SYK | United States | $132.7bn | 0.380% | +0.029 pp | +0.030 pp | +34.2% | Yes |
| Edwards Lifesciences → EW | United States | $51.0bn | 0.146% | +0.018 pp | -0.026 pp | +5.5% | Yes |
| Dexcom → DXCM | United States | $44.4bn | 0.127% | -0.012 pp | -0.024 pp | +3.7% | No |
| Zimmer Biomet → ZBH | United States | $25.5bn | 0.073% | -0.003 pp | -0.018 pp | +1.2% | No |
| Revvity → RVTY | United States | $13.5bn | 0.039% | +0.005 pp | -0.017 pp | -11.8% | No |
| Baxter International → BAX | United States | $20.8bn | 0.060% | +0.002 pp | -0.011 pp | +5.5% | Yes |
| GE HealthCare → GEHC | United States | $41.6bn | 0.119% | +0.022 pp | -0.002 pp | +20.3% | Yes |
| Idexx Laboratories → IDXX | United States | $47.8bn | 0.137% | +0.016 pp | -0.001 pp | +21.6% | Yes |
| Steris → STE | United States | $23.0bn | 0.066% | +0.004 pp | +0.000 pp | +25.0% | 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.