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
Pharmaceuticals3.88%-1.03 ppBiotechnology1.85%-0.66 ppManaged Health Care1.46%-0.55 ppLife Sciences Tools & Services1.21%-0.43 ppHealth Care Equipment2.62%-0.39 ppHealth Care Services0.46%-0.22 ppHealth Care Distributors0.37%-0.08 ppHealth Care Facilities0.19%-0.06 ppHealth Care Technology0.03%+0.03 ppHealth Care Supplies0.13%-0.02 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.62%
Industry change · 12M
-0.39 pp
Health Care Equipment · contribution
-0.390 pp
Company participation
56%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2025 · 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 | $221.9bn | 0.493% | +0.031 pp | -0.091 pp | +15.4% | Yes |
| Medtronic → MDT | United States | $116.5bn | 0.259% | -0.010 pp | -0.087 pp | +7.3% | Yes |
| Dexcom → DXCM | United States | $33.9bn | 0.075% | +0.011 pp | -0.064 pp | -28.4% | Yes |
| Boston Scientific → BSX | United States | $150.9bn | 0.335% | +0.045 pp | +0.060 pp | +61.8% | Yes |
| Intuitive Surgical → ISRG | United States | $204.0bn | 0.454% | +0.032 pp | +0.057 pp | +51.2% | Yes |
| Idexx Laboratories → IDXX | United States | $34.6bn | 0.077% | -0.001 pp | -0.050 pp | -18.1% | No |
| Stryker Corporation → SYK | United States | $149.2bn | 0.332% | +0.012 pp | -0.047 pp | +17.7% | Yes |
| Edwards Lifesciences → EW | United States | $42.7bn | 0.095% | +0.000 pp | -0.046 pp | -7.7% | No |
| Becton Dickinson → BDX | United States | $56.3bn | 0.125% | +0.000 pp | -0.037 pp | +5.4% | Yes |
| Zimmer Biomet → ZBH | United States | $21.8bn | 0.048% | -0.002 pp | -0.030 pp | -12.1% | No |
| Baxter International → BAX | United States | $16.6bn | 0.037% | -0.006 pp | -0.021 pp | -13.4% | No |
| Steris → STE | United States | $21.8bn | 0.048% | -0.003 pp | -0.016 pp | +1.7% | No |
| GE HealthCare → GEHC | United States | $40.3bn | 0.090% | -0.004 pp | -0.010 pp | +20.5% | No |
| ResMed| → RMD | United States | $34.7bn | 0.077% | -0.007 pp | -0.006 pp | +25.3% | No |
| Revvity → RVTY | United States | $15.4bn | 0.034% | -0.000 pp | -0.005 pp | +18.0% | Yes |
| Insulet Corporation → PODD | United States | $19.5bn | 0.043% | +0.005 pp | +0.004 pp | +45.8% | 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.