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

Information Technology34.6%+6.31 ppUtilities2.9%+0.04 ppConsumer Staples7.1%+0.00 ppReal Estate2.6%-0.16 ppIndustrials9.7%-0.18 ppFinancials11.0%-0.18 ppMaterials2.6%-0.35 ppCommunication Services2.5%-0.43 ppConsumer Discretionary11.3%-1.04 ppEnergy2.5%-1.29 ppHealth Care13.5%-2.72 pp

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 Technology

Health Care Technology0.03%+0.028 pp
Concentrated

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

View all contributions →
Health Care Technology · weight
0.03%
Industry change · 12M
+0.03 pp
Health Care Technology · contribution
+0.028 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Solventum →
SOLV
United States$12.0bn0.028%+0.011 pp+0.028 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.