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
Pharmaceuticals4.24%-0.80 ppLife Sciences Tools & Services1.01%-0.64 ppManaged Health Care1.28%-0.59 ppHealth Care Equipment2.70%-0.22 ppBiotechnology2.07%-0.21 ppHealth Care Services0.55%-0.13 ppHealth Care Supplies0.11%-0.08 ppHealth Care Facilities0.21%-0.03 ppHealth Care Technology0.03%+0.03 ppHealth Care Distributors0.45%+0.01 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.70%
Industry change · 12M
-0.22 pp
Health Care Equipment · contribution
-0.219 pp
Company participation
69%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $27.9bn | 0.067% | -0.008 pp | -0.080 pp | -44.0% | No |
| Intuitive Surgical → ISRG | United States | $184.9bn | 0.444% | -0.010 pp | +0.063 pp | +39.2% | Yes |
| Boston Scientific → BSX | United States | $151.8bn | 0.365% | +0.029 pp | +0.059 pp | +43.1% | Yes |
| Medtronic → MDT | United States | $108.7bn | 0.261% | +0.002 pp | -0.048 pp | +9.2% | Yes |
| Becton Dickinson → BDX | United States | $46.7bn | 0.112% | -0.013 pp | -0.042 pp | -10.2% | No |
| Edwards Lifesciences → EW | United States | $44.4bn | 0.107% | +0.012 pp | -0.041 pp | -10.8% | Yes |
| Idexx Laboratories → IDXX | United States | $35.2bn | 0.084% | +0.008 pp | -0.034 pp | -12.2% | Yes |
| Stryker Corporation → SYK | United States | $142.7bn | 0.343% | +0.011 pp | -0.028 pp | +12.1% | Yes |
| GE HealthCare → GEHC | United States | $32.2bn | 0.077% | -0.012 pp | -0.023 pp | -7.6% | No |
| Zimmer Biomet → ZBH | United States | $20.5bn | 0.049% | +0.001 pp | -0.022 pp | -13.6% | Yes |
| Baxter International → BAX | United States | $15.9bn | 0.038% | +0.001 pp | -0.021 pp | -20.7% | Yes |
| Abbott Laboratories → ABT | United States | $227.5bn | 0.546% | +0.053 pp | +0.014 pp | +25.9% | Yes |
| Revvity → RVTY | United States | $11.2bn | 0.027% | -0.007 pp | -0.010 pp | -8.6% | No |
| ResMed| → RMD | United States | $34.7bn | 0.083% | +0.006 pp | -0.008 pp | +11.6% | Yes |
| Insulet Corporation → PODD | United States | $17.7bn | 0.043% | -0.001 pp | +0.008 pp | +46.7% | No |
| Steris → STE | United States | $22.1bn | 0.053% | +0.005 pp | -0.006 pp | +11.0% | 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.