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 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 Equipment
Health Care Equipment · weight
1.80%
Industry change · 12M
-0.36 pp
Health Care Equipment · contribution
-0.362 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $184.3bn | 0.330% | -0.202 pp | -0.092 pp | -2.9% | No |
| Medtronic → MDT | United States | $103.0bn | 0.185% | -0.124 pp | -0.070 pp | -5.3% | No |
| Dexcom → DXCM | United States | $27.2bn | 0.049% | -0.098 pp | -0.057 pp | -45.6% | No |
| Edwards Lifesciences → EW | United States | $38.0bn | 0.068% | -0.080 pp | -0.041 pp | -23.2% | No |
| Becton Dickinson → BDX | United States | $54.8bn | 0.098% | -0.056 pp | -0.037 pp | -12.1% | No |
| Intuitive Surgical → ISRG | United States | $158.0bn | 0.283% | -0.098 pp | +0.035 pp | +37.1% | No |
| Boston Scientific → BSX | United States | $108.6bn | 0.195% | -0.111 pp | +0.032 pp | +42.5% | No |
| Idexx Laboratories → IDXX | United States | $39.3bn | 0.070% | -0.048 pp | -0.030 pp | -14.2% | No |
| Zimmer Biomet → ZBH | United States | $22.9bn | 0.041% | -0.030 pp | -0.022 pp | -18.7% | No |
| Insulet Corporation → PODD | United States | $13.6bn | 0.024% | -0.010 pp | -0.018 pp | -29.8% | No |
| Baxter International → BAX | United States | $18.3bn | 0.033% | -0.027 pp | -0.017 pp | -18.3% | No |
| ResMed| → RMD | United States | $31.3bn | 0.056% | -0.035 pp | -0.015 pp | -3.1% | No |
| Stryker Corporation → SYK | United States | $124.8bn | 0.224% | -0.147 pp | -0.011 pp | +16.7% | No |
| GE HealthCare → GEHC | United States | $38.6bn | 0.069% | -0.032 pp | -0.008 pp | +8.7% | No |
| Steris → STE | United States | $23.6bn | 0.042% | -0.016 pp | -0.006 pp | +6.9% | No |
| Revvity → RVTY | United States | $15.5bn | 0.028% | -0.009 pp | -0.006 pp | +2.4% | 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.