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 Technology32.5%+4.21 ppFinancials12.6%+0.68 ppUtilities2.9%+0.21 ppCommunication Services2.8%+0.07 ppConsumer Staples7.3%-0.17 ppReal Estate2.5%-0.21 ppEnergy2.8%-0.42 ppMaterials2.4%-0.51 ppConsumer Discretionary11.4%-0.59 ppIndustrials9.8%-0.82 ppHealth Care12.9%-2.46 pp

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 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

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Solventum →
SOLV
United States$13.2bn0.031%+0.005 pp+0.031 pp+9.3%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.