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
Pharmaceuticals4.16%-0.96 ppLife Sciences Tools & Services1.08%-0.59 ppManaged Health Care1.31%-0.57 ppBiotechnology2.04%-0.33 ppHealth Care Equipment2.67%-0.31 ppHealth Care Services0.49%-0.18 ppHealth Care Facilities0.17%-0.07 ppHealth Care Distributors0.38%-0.06 ppHealth Care Supplies0.11%-0.04 ppHealth Care Technology0.03%+0.03 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.67%
Industry change · 12M
-0.31 pp
Health Care Equipment · contribution
-0.315 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 |
|---|---|---|---|---|---|---|---|
| Intuitive Surgical → ISRG | United States | $204.4bn | 0.457% | +0.031 pp | +0.068 pp | +48.6% | Yes |
| Boston Scientific → BSX | United States | $153.2bn | 0.343% | +0.048 pp | +0.064 pp | +56.8% | Yes |
| Idexx Laboratories → IDXX | United States | $35.5bn | 0.080% | +0.003 pp | -0.057 pp | -24.0% | No |
| Abbott Laboratories → ABT | United States | $239.4bn | 0.535% | +0.081 pp | -0.055 pp | +18.7% | Yes |
| Medtronic → MDT | United States | $118.0bn | 0.264% | +0.019 pp | -0.053 pp | +14.2% | Yes |
| Edwards Lifesciences → EW | United States | $42.1bn | 0.094% | +0.001 pp | -0.052 pp | -15.6% | No |
| Stryker Corporation → SYK | United States | $147.4bn | 0.330% | -0.000 pp | -0.051 pp | +11.7% | Yes |
| Dexcom → DXCM | United States | $34.5bn | 0.077% | +0.010 pp | -0.050 pp | -23.2% | Yes |
| Becton Dickinson → BDX | United States | $50.9bn | 0.114% | +0.003 pp | -0.039 pp | -2.6% | No |
| GE HealthCare → GEHC | United States | $39.9bn | 0.089% | +0.005 pp | -0.030 pp | -4.2% | No |
| Zimmer Biomet → ZBH | United States | $20.8bn | 0.046% | -0.003 pp | -0.027 pp | -15.4% | No |
| Baxter International → BAX | United States | $17.7bn | 0.039% | +0.002 pp | -0.020 pp | -13.4% | Yes |
| Steris → STE | United States | $21.5bn | 0.048% | +0.000 pp | -0.018 pp | -4.9% | No |
| Insulet Corporation → PODD | United States | $19.1bn | 0.043% | +0.001 pp | +0.010 pp | +66.0% | Yes |
| Revvity → RVTY | United States | $13.5bn | 0.030% | -0.001 pp | -0.009 pp | +2.6% | No |
| ResMed| → RMD | United States | $34.3bn | 0.077% | -0.004 pp | +0.003 pp | +35.6% | 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.