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
Universe›Health Care›Health Care Technology›Health Care Technology

1 · Sector

Weight and 12M allocation change

Information Technology33.7%+4.42 ppFinancials12.6%+1.00 ppConsumer Staples7.2%+0.57 ppUtilities2.7%+0.11 ppCommunication Services2.7%-0.04 ppReal Estate2.5%-0.34 ppEnergy2.6%-0.50 ppMaterials2.3%-0.52 ppConsumer Discretionary11.8%-0.67 ppIndustrials9.5%-0.95 ppHealth Care12.4%-3.07 pp

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 Technology

Health Care Technology0.03%+0.031 pp
Concentrated

Most of this industry's gains came from a few companies.

View all contributions →
Health Care Technology · weight
0.03%
Industry change · 12M
+0.03 pp
Health Care Technology · contribution
+0.031 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Feb 2025 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Solventum →
SOLV
United States$13.8bn0.031%+0.004 pp+0.031 pp+0.0%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.