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
Pharmaceuticals4.23%-0.88 ppManaged Health Care1.59%-0.80 ppBiotechnology2.13%-0.34 ppLife Sciences Tools & Services1.24%-0.28 ppHealth Care Equipment2.52%-0.27 ppHealth Care Services0.49%-0.26 ppHealth Care Distributors0.34%-0.10 ppHealth Care Technology0.03%+0.03 ppHealth Care Facilities0.21%+0.01 ppHealth Care Supplies0.14%-0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.52%
Industry change · 12M
-0.27 pp
Health Care Equipment · contribution
-0.272 pp
Company participation
88%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 |
|---|---|---|---|---|---|---|---|
| Intuitive Surgical → ISRG | United States | $179.5bn | 0.422% | +0.139 pp | +0.108 pp | +92.1% | Yes |
| Abbott Laboratories → ABT | United States | $196.6bn | 0.462% | +0.132 pp | -0.096 pp | +22.3% | Yes |
| Becton Dickinson → BDX | United States | $53.1bn | 0.125% | +0.027 pp | -0.071 pp | -6.1% | Yes |
| Dexcom → DXCM | United States | $27.5bn | 0.065% | +0.016 pp | -0.052 pp | -20.7% | No |
| Medtronic → MDT | United States | $114.5bn | 0.269% | +0.084 pp | -0.050 pp | +30.8% | Yes |
| Edwards Lifesciences → EW | United States | $40.4bn | 0.095% | +0.027 pp | -0.037 pp | +5.2% | Yes |
| Boston Scientific → BSX | United States | $123.7bn | 0.291% | +0.096 pp | +0.036 pp | +64.1% | Yes |
| Idexx Laboratories → IDXX | United States | $33.3bn | 0.078% | +0.008 pp | -0.034 pp | +1.9% | No |
| Stryker Corporation → SYK | United States | $135.8bn | 0.319% | +0.096 pp | -0.030 pp | +33.1% | Yes |
| Zimmer Biomet → ZBH | United States | $21.3bn | 0.050% | +0.009 pp | -0.024 pp | +3.3% | Yes |
| Steris → STE | United States | $21.9bn | 0.051% | +0.009 pp | -0.019 pp | +6.7% | Yes |
| ResMed| → RMD | United States | $35.6bn | 0.084% | +0.028 pp | +0.013 pp | +73.5% | Yes |
| Baxter International → BAX | United States | $18.2bn | 0.043% | +0.010 pp | -0.013 pp | +13.6% | Yes |
| GE HealthCare → GEHC | United States | $39.9bn | 0.094% | +0.025 pp | -0.009 pp | +31.4% | Yes |
| Insulet Corporation → PODD | United States | $16.2bn | 0.038% | +0.014 pp | +0.007 pp | +74.6% | Yes |
| Revvity → RVTY | United States | $14.6bn | 0.034% | +0.007 pp | -0.001 pp | +43.5% | 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.