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
Health Care Equipment2.62%+0.68 ppManaged Health Care0.94%-0.32 ppBiotechnology1.86%+0.26 ppLife Sciences Tools & Services0.91%-0.18 ppPharmaceuticals3.59%+0.17 ppHealth Care Distributors0.43%+0.14 ppHealth Care Services0.49%+0.07 ppHealth Care Facilities0.21%+0.04 ppHealth Care Supplies0.09%-0.02 ppHealth Care Technology0.03%+0.01 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.62%
Industry change · 12M
+0.68 pp
Health Care Equipment · contribution
+0.679 pp
Company participation
63%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 |
|---|---|---|---|---|---|---|---|
| Abbott Laboratories → ABT | United States | $232.4bn | 0.527% | -0.009 pp | +0.187 pp | +33.3% | Yes |
| Intuitive Surgical → ISRG | United States | $198.0bn | 0.449% | -0.009 pp | +0.176 pp | +37.4% | Yes |
| Boston Scientific → BSX | United States | $155.7bn | 0.353% | +0.010 pp | +0.140 pp | +39.3% | Yes |
| Stryker Corporation → SYK | United States | $146.2bn | 0.331% | +0.002 pp | +0.083 pp | +13.2% | Yes |
| Medtronic → MDT | United States | $106.4bn | 0.241% | -0.023 pp | +0.035 pp | +5.4% | No |
| Insulet Corporation → PODD | United States | $22.9bn | 0.052% | +0.009 pp | +0.028 pp | +83.4% | Yes |
| ResMed| → RMD | United States | $35.9bn | 0.081% | +0.005 pp | +0.023 pp | +19.7% | Yes |
| Idexx Laboratories → IDXX | United States | $41.3bn | 0.094% | +0.014 pp | +0.015 pp | +3.3% | Yes |
| Dexcom → DXCM | United States | $33.6bn | 0.076% | -0.001 pp | -0.014 pp | -27.8% | Yes |
| Becton Dickinson → BDX | United States | $38.9bn | 0.088% | -0.026 pp | -0.013 pp | -24.3% | No |
| Steris → STE | United States | $24.1bn | 0.055% | +0.006 pp | +0.013 pp | +11.1% | Yes |
| GE HealthCare → GEHC | United States | $32.3bn | 0.073% | -0.016 pp | +0.005 pp | -9.4% | No |
| Zimmer Biomet → ZBH | United States | $18.2bn | 0.041% | -0.005 pp | -0.004 pp | -19.2% | No |
| Edwards Lifesciences → EW | United States | $45.9bn | 0.104% | +0.010 pp | +0.004 pp | -10.0% | Yes |
| Baxter International → BAX | United States | $15.7bn | 0.035% | -0.004 pp | +0.002 pp | -8.4% | No |
| Revvity → RVTY | United States | $10.7bn | 0.024% | -0.006 pp | -0.002 pp | -17.0% | 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.