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 Care1.83%-0.37 ppBiotechnology2.35%-0.34 ppLife Sciences Tools & Services1.64%-0.32 ppHealth Care Equipment2.96%-0.17 ppHealth Care Distributors0.43%+0.05 ppPharmaceuticals5.03%+0.03 ppHealth Care Services0.70%-0.02 ppHealth Care Supplies0.20%+0.01 ppHealth Care Facilities0.24%-0.00 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.96%
Industry change · 12M
-0.17 pp
Health Care Equipment · contribution
-0.174 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $140.6bn | 0.390% | +0.036 pp | +0.085 pp | +56.2% | Yes |
| Abbott Laboratories → ABT | United States | $197.2bn | 0.547% | -0.023 pp | -0.053 pp | +14.5% | No |
| Medtronic → MDT | United States | $115.7bn | 0.321% | -0.006 pp | -0.045 pp | +11.7% | No |
| Insulet Corporation → PODD | United States | $12.0bn | 0.033% | -0.012 pp | -0.042 pp | -46.3% | No |
| Boston Scientific → BSX | United States | $100.5bn | 0.279% | +0.026 pp | +0.034 pp | +36.9% | Yes |
| Becton Dickinson → BDX | United States | $56.2bn | 0.156% | -0.010 pp | -0.033 pp | +1.5% | No |
| ResMed| → RMD | United States | $29.1bn | 0.081% | +0.005 pp | -0.029 pp | -8.6% | Yes |
| Revvity → RVTY | United States | $13.0bn | 0.036% | -0.004 pp | -0.022 pp | -21.0% | No |
| Zimmer Biomet → ZBH | United States | $27.1bn | 0.075% | -0.001 pp | -0.017 pp | +2.9% | No |
| Idexx Laboratories → IDXX | United States | $44.9bn | 0.124% | -0.013 pp | -0.017 pp | +8.0% | No |
| Edwards Lifesciences → EW | United States | $57.5bn | 0.159% | +0.021 pp | -0.012 pp | +15.5% | Yes |
| GE HealthCare → GEHC | United States | $41.4bn | 0.115% | +0.010 pp | -0.012 pp | +11.0% | Yes |
| Baxter International → BAX | United States | $21.7bn | 0.060% | +0.002 pp | -0.010 pp | +8.5% | Yes |
| Stryker Corporation → SYK | United States | $136.1bn | 0.377% | +0.038 pp | +0.008 pp | +26.7% | Yes |
| Dexcom → DXCM | United States | $53.5bn | 0.148% | +0.005 pp | -0.005 pp | +19.4% | Yes |
| Steris → STE | United States | $22.2bn | 0.062% | -0.003 pp | -0.003 pp | +18.6% | 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.