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
Pharmaceuticals3.86%-1.00 ppManaged Health Care1.59%-0.66 ppBiotechnology1.84%-0.45 ppLife Sciences Tools & Services1.16%-0.43 ppHealth Care Equipment2.47%-0.37 ppHealth Care Services0.49%-0.16 ppHealth Care Distributors0.37%-0.06 ppHealth Care Technology0.03%+0.03 ppHealth Care Facilities0.18%-0.03 ppHealth Care Supplies0.14%-0.01 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.47%
Industry change · 12M
-0.37 pp
Health Care Equipment · contribution
-0.366 pp
Company participation
63%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $206.0bn | 0.455% | -0.022 pp | -0.110 pp | +16.2% | Yes |
| Intuitive Surgical → ISRG | United States | $193.0bn | 0.426% | +0.003 pp | +0.085 pp | +74.4% | Yes |
| Medtronic → MDT | United States | $111.0bn | 0.245% | -0.030 pp | -0.084 pp | +12.9% | Yes |
| Dexcom → DXCM | United States | $30.5bn | 0.067% | +0.000 pp | -0.072 pp | -32.5% | Yes |
| Becton Dickinson → BDX | United States | $50.4bn | 0.111% | -0.022 pp | -0.057 pp | -4.5% | No |
| Idexx Laboratories → IDXX | United States | $34.5bn | 0.076% | -0.020 pp | -0.044 pp | -9.5% | No |
| Boston Scientific → BSX | United States | $133.6bn | 0.295% | +0.004 pp | +0.040 pp | +62.2% | Yes |
| Edwards Lifesciences → EW | United States | $42.1bn | 0.093% | -0.009 pp | -0.035 pp | +5.4% | Yes |
| Zimmer Biomet → ZBH | United States | $22.3bn | 0.049% | -0.008 pp | -0.027 pp | -2.8% | Yes |
| Stryker Corporation → SYK | United States | $149.5bn | 0.330% | -0.002 pp | -0.021 pp | +33.6% | Yes |
| Baxter International → BAX | United States | $17.2bn | 0.038% | -0.009 pp | -0.019 pp | -3.9% | No |
| Steris → STE | United States | $21.6bn | 0.048% | -0.010 pp | -0.014 pp | +10.1% | No |
| GE HealthCare → GEHC | United States | $38.0bn | 0.084% | -0.010 pp | -0.013 pp | +21.7% | No |
| ResMed| → RMD | United States | $36.6bn | 0.081% | -0.006 pp | +0.008 pp | +59.4% | Yes |
| Revvity → RVTY | United States | $14.1bn | 0.031% | -0.005 pp | -0.003 pp | +31.0% | No |
| Insulet Corporation → PODD | United States | $18.7bn | 0.041% | +0.007 pp | +0.000 pp | +41.1% | 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.