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
Pharmaceuticals4.77%-0.49 ppLife Sciences Tools & Services1.42%-0.35 ppHealth Care Equipment2.61%-0.35 ppManaged Health Care1.83%-0.20 ppBiotechnology2.26%-0.15 ppHealth Care Services0.54%-0.13 ppHealth Care Supplies0.15%-0.05 ppHealth Care Technology0.03%+0.03 ppHealth Care Distributors0.38%-0.01 ppHealth Care Facilities0.25%+0.01 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.61%
Industry change · 12M
-0.35 pp
Health Care Equipment · contribution
-0.347 pp
Company participation
88%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $197.1bn | 0.476% | +0.136 pp | -0.093 pp | +12.4% | Yes |
| Intuitive Surgical → ISRG | United States | $175.1bn | 0.423% | +0.150 pp | +0.073 pp | +57.6% | Yes |
| Medtronic → MDT | United States | $113.6bn | 0.274% | +0.068 pp | -0.071 pp | +12.4% | Yes |
| Becton Dickinson → BDX | United States | $55.1bn | 0.133% | +0.032 pp | -0.070 pp | -11.9% | Yes |
| Dexcom → DXCM | United States | $27.8bn | 0.067% | -0.023 pp | -0.058 pp | -31.3% | No |
| Edwards Lifesciences → EW | United States | $42.1bn | 0.102% | +0.002 pp | -0.046 pp | -8.5% | No |
| Idexx Laboratories → IDXX | United States | $39.6bn | 0.096% | +0.017 pp | -0.040 pp | -5.9% | Yes |
| Boston Scientific → BSX | United States | $120.4bn | 0.291% | +0.079 pp | +0.039 pp | +51.6% | Yes |
| Zimmer Biomet → ZBH | United States | $23.5bn | 0.057% | +0.012 pp | -0.023 pp | -2.3% | Yes |
| Baxter International → BAX | United States | $19.4bn | 0.047% | +0.014 pp | -0.019 pp | -3.6% | Yes |
| Steris → STE | United States | $23.8bn | 0.057% | +0.015 pp | -0.015 pp | +6.0% | Yes |
| ResMed| → RMD | United States | $36.0bn | 0.087% | +0.029 pp | +0.012 pp | +55.1% | Yes |
| Stryker Corporation → SYK | United States | $137.3bn | 0.332% | +0.083 pp | -0.011 pp | +28.4% | Yes |
| Revvity → RVTY | United States | $15.1bn | 0.037% | +0.011 pp | -0.010 pp | +5.0% | Yes |
| GE HealthCare → GEHC | United States | $38.7bn | 0.094% | +0.026 pp | -0.009 pp | +20.6% | Yes |
| Insulet Corporation → PODD | United States | $14.2bn | 0.034% | +0.011 pp | -0.008 pp | +5.8% | 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.