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
Universe›Health Care›Health Care Technology›Health Care Technology

1 · Sector

Weight and 12M allocation change

Materials34.0%+1.88 ppFinancials8.2%+0.50 ppConsumer Staples5.1%+0.15 ppIndustrials7.1%+0.09 ppUtilities2.0%-0.12 ppReal Estate1.9%-0.15 ppCommunication Services1.8%-0.15 ppEnergy2.0%-0.39 ppInformation Technology19.8%-0.42 ppConsumer Discretionary8.2%-0.48 ppHealth Care10.0%-0.91 pp

2 · Industry

Inside Health Care

Health Care Equipment1.80%-0.36 ppPharmaceuticals3.22%-0.20 ppManaged Health Care1.32%-0.15 ppLife Sciences Tools & Services1.07%-0.13 ppHealth Care Services0.40%-0.10 ppHealth Care Supplies0.10%-0.03 ppBiotechnology1.65%+0.03 ppHealth Care Technology0.02%+0.02 ppHealth Care Distributors0.29%+0.01 ppHealth Care Facilities0.17%+0.00 pp

3 · Sub-industry

Inside Health Care Technology

Health Care Technology0.02%+0.018 pp
Concentrated

Most of this industry's gains came from a few companies.

View all contributions →
Health Care Technology · weight
0.02%
Industry change · 12M
+0.02 pp
Health Care Technology · contribution
+0.018 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 2024 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Solventum →
SOLV
United States$10.2bn0.018%+0.018 pp+0.018 pp+0.0%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.