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
Pharmaceuticals4.18%-0.85 ppLife Sciences Tools & Services1.10%-0.54 ppManaged Health Care1.52%-0.31 ppHealth Care Equipment2.69%-0.28 ppBiotechnology2.15%-0.21 ppHealth Care Services0.54%-0.16 ppHealth Care Supplies0.11%-0.10 ppHealth Care Facilities0.20%-0.04 ppHealth Care Technology0.03%+0.03 ppHealth Care Distributors0.43%-0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.69%
Industry change · 12M
-0.28 pp
Health Care Equipment · contribution
-0.278 pp
Company participation
75%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| Dexcom → DXCM | United States | $26.7bn | 0.063% | -0.006 pp | -0.085 pp | -50.8% | No |
| Boston Scientific → BSX | United States | $148.9bn | 0.353% | +0.055 pp | +0.075 pp | +47.3% | Yes |
| Edwards Lifesciences → EW | United States | $42.6bn | 0.101% | +0.002 pp | -0.058 pp | -24.2% | Yes |
| Medtronic → MDT | United States | $115.2bn | 0.274% | +0.041 pp | -0.047 pp | +6.6% | Yes |
| Idexx Laboratories → IDXX | United States | $34.2bn | 0.081% | +0.004 pp | -0.043 pp | -22.2% | Yes |
| Stryker Corporation → SYK | United States | $142.0bn | 0.337% | +0.026 pp | -0.040 pp | +5.0% | Yes |
| Becton Dickinson → BDX | United States | $51.7bn | 0.123% | +0.006 pp | -0.033 pp | -5.8% | Yes |
| Intuitive Surgical → ISRG | United States | $176.6bn | 0.419% | -0.002 pp | +0.029 pp | +24.1% | No |
| GE HealthCare → GEHC | United States | $36.9bn | 0.088% | +0.007 pp | -0.027 pp | -11.1% | Yes |
| Zimmer Biomet → ZBH | United States | $22.5bn | 0.053% | +0.006 pp | -0.022 pp | -13.5% | Yes |
| Baxter International → BAX | United States | $17.5bn | 0.042% | +0.008 pp | -0.019 pp | -17.8% | Yes |
| Insulet Corporation → PODD | United States | $18.4bn | 0.044% | +0.002 pp | +0.011 pp | +53.2% | Yes |
| Steris → STE | United States | $22.3bn | 0.053% | +0.007 pp | -0.009 pp | +1.8% | Yes |
| Revvity → RVTY | United States | $12.7bn | 0.030% | -0.001 pp | -0.006 pp | +1.0% | No |
| ResMed| → RMD | United States | $32.9bn | 0.078% | +0.002 pp | -0.003 pp | +14.1% | No |
| Abbott Laboratories → ABT | United States | $230.1bn | 0.546% | +0.101 pp | -0.001 pp | +19.1% | 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.