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
Pharmaceuticals3.82%-0.88 ppManaged Health Care1.39%-0.68 ppBiotechnology1.79%-0.61 ppLife Sciences Tools & Services1.15%-0.49 ppHealth Care Equipment2.43%-0.46 ppHealth Care Services0.41%-0.28 ppHealth Care Distributors0.35%-0.06 ppHealth Care Facilities0.17%-0.04 ppHealth Care Technology0.03%+0.03 ppHealth Care Supplies0.13%-0.02 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.43%
Industry change · 12M
-0.46 pp
Health Care Equipment · contribution
-0.465 pp
Company participation
44%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $196.2bn | 0.445% | -0.017 pp | -0.125 pp | +4.8% | Yes |
| Medtronic → MDT | United States | $102.4bn | 0.232% | -0.037 pp | -0.094 pp | +0.3% | No |
| Dexcom → DXCM | United States | $30.4bn | 0.069% | +0.006 pp | -0.074 pp | -37.3% | Yes |
| Intuitive Surgical → ISRG | United States | $185.9bn | 0.422% | +0.015 pp | +0.067 pp | +54.7% | Yes |
| Idexx Laboratories → IDXX | United States | $33.9bn | 0.077% | -0.020 pp | -0.061 pp | -25.5% | No |
| Becton Dickinson → BDX | United States | $51.6bn | 0.117% | -0.011 pp | -0.049 pp | -5.4% | No |
| Boston Scientific → BSX | United States | $131.6bn | 0.299% | +0.011 pp | +0.046 pp | +54.5% | Yes |
| Edwards Lifesciences → EW | United States | $43.7bn | 0.099% | +0.006 pp | -0.039 pp | -2.9% | Yes |
| Zimmer Biomet → ZBH | United States | $21.0bn | 0.048% | -0.003 pp | -0.028 pp | -12.5% | No |
| Stryker Corporation → SYK | United States | $137.3bn | 0.311% | -0.009 pp | -0.028 pp | +21.3% | Yes |
| Baxter International → BAX | United States | $14.9bn | 0.034% | -0.011 pp | -0.025 pp | -22.4% | No |
| GE HealthCare → GEHC | United States | $35.7bn | 0.081% | -0.019 pp | -0.024 pp | +1.3% | No |
| Steris → STE | United States | $20.3bn | 0.046% | -0.010 pp | -0.019 pp | -5.6% | No |
| Revvity → RVTY | United States | $13.6bn | 0.031% | -0.006 pp | -0.009 pp | +2.4% | No |
| Insulet Corporation → PODD | United States | $18.3bn | 0.042% | +0.004 pp | -0.004 pp | +20.3% | Yes |
| ResMed| → RMD | United States | $33.6bn | 0.076% | -0.007 pp | +0.001 pp | +34.2% | No |
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.