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
Pharmaceuticals4.40%-0.86 ppManaged Health Care1.72%-0.51 ppBiotechnology2.12%-0.40 ppHealth Care Equipment2.53%-0.38 ppLife Sciences Tools & Services1.39%-0.31 ppHealth Care Services0.53%-0.19 ppHealth Care Distributors0.34%-0.09 ppHealth Care Supplies0.15%-0.04 ppHealth Care Technology0.03%+0.03 ppHealth Care Facilities0.24%+0.02 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.53%
Industry change · 12M
-0.38 pp
Health Care Equipment · contribution
-0.376 pp
Company participation
81%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $198.4bn | 0.462% | +0.123 pp | -0.099 pp | +20.2% | Yes |
| Medtronic → MDT | United States | $115.5bn | 0.269% | +0.080 pp | -0.079 pp | +18.8% | Yes |
| Becton Dickinson → BDX | United States | $54.8bn | 0.128% | +0.028 pp | -0.069 pp | -5.2% | Yes |
| Intuitive Surgical → ISRG | United States | $174.6bn | 0.406% | +0.111 pp | +0.063 pp | +68.1% | Yes |
| Dexcom → DXCM | United States | $26.9bn | 0.063% | -0.022 pp | -0.058 pp | -28.1% | No |
| Edwards Lifesciences → EW | United States | $39.8bn | 0.093% | -0.012 pp | -0.048 pp | -4.7% | No |
| Boston Scientific → BSX | United States | $123.4bn | 0.287% | +0.075 pp | +0.029 pp | +58.7% | Yes |
| Zimmer Biomet → ZBH | United States | $22.0bn | 0.051% | +0.009 pp | -0.027 pp | -3.0% | No |
| Stryker Corporation → SYK | United States | $137.7bn | 0.320% | +0.078 pp | -0.026 pp | +33.5% | Yes |
| Idexx Laboratories → IDXX | United States | $41.6bn | 0.097% | +0.021 pp | -0.024 pp | +15.5% | Yes |
| Baxter International → BAX | United States | $19.4bn | 0.045% | +0.013 pp | -0.019 pp | +3.8% | Yes |
| Steris → STE | United States | $23.9bn | 0.056% | +0.015 pp | -0.017 pp | +11.6% | Yes |
| ResMed| → RMD | United States | $35.9bn | 0.083% | +0.031 pp | +0.011 pp | +66.8% | Yes |
| Revvity → RVTY | United States | $15.8bn | 0.037% | +0.012 pp | -0.009 pp | +15.7% | Yes |
| GE HealthCare → GEHC | United States | $42.9bn | 0.100% | +0.033 pp | -0.004 pp | +38.2% | Yes |
| Insulet Corporation → PODD | United States | $16.3bn | 0.038% | +0.011 pp | +0.001 pp | +45.9% | 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.