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
Health Care Equipment2.92%-0.42 ppManaged Health Care1.87%-0.41 ppBiotechnology2.28%-0.34 ppLife Sciences Tools & Services1.64%-0.21 ppPharmaceuticals5.03%-0.19 ppHealth Care Distributors0.44%+0.05 ppHealth Care Services0.68%-0.03 ppHealth Care Facilities0.24%-0.03 ppHealth Care Supplies0.19%-0.00 ppHealth Care Technology0.00%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.92%
Industry change · 12M
-0.42 pp
Health Care Equipment · contribution
-0.425 pp
Company participation
44%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| Abbott Laboratories → ABT | United States | $183.9bn | 0.533% | -0.051 pp | -0.116 pp | -2.1% | No |
| Medtronic → MDT | United States | $106.5bn | 0.309% | -0.037 pp | -0.100 pp | -8.8% | No |
| Boston Scientific → BSX | United States | $105.4bn | 0.305% | +0.030 pp | +0.053 pp | +37.9% | Yes |
| Becton Dickinson → BDX | United States | $53.3bn | 0.154% | -0.008 pp | -0.045 pp | -9.9% | No |
| Insulet Corporation → PODD | United States | $12.0bn | 0.035% | -0.005 pp | -0.040 pp | -45.9% | No |
| Edwards Lifesciences → EW | United States | $51.0bn | 0.148% | +0.006 pp | -0.032 pp | -3.8% | Yes |
| ResMed| → RMD | United States | $31.4bn | 0.091% | +0.008 pp | -0.029 pp | -10.3% | Yes |
| Zimmer Biomet → ZBH | United States | $24.7bn | 0.071% | -0.007 pp | -0.026 pp | -12.4% | No |
| Intuitive Surgical → ISRG | United States | $131.5bn | 0.381% | -0.015 pp | +0.024 pp | +23.0% | Yes |
| GE HealthCare → GEHC | United States | $34.8bn | 0.101% | +0.001 pp | -0.024 pp | -6.1% | No |
| Baxter International → BAX | United States | $20.5bn | 0.059% | +0.001 pp | -0.022 pp | -12.8% | Yes |
| Idexx Laboratories → IDXX | United States | $40.9bn | 0.119% | -0.009 pp | -0.019 pp | +0.1% | No |
| Revvity → RVTY | United States | $12.7bn | 0.037% | -0.003 pp | -0.019 pp | -21.3% | No |
| Stryker Corporation → SYK | United States | $128.0bn | 0.371% | -0.008 pp | -0.013 pp | +13.5% | Yes |
| Dexcom → DXCM | United States | $50.7bn | 0.147% | +0.007 pp | -0.012 pp | +5.0% | Yes |
| Steris → STE | United States | $20.2bn | 0.059% | -0.006 pp | -0.005 pp | +9.5% | 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.