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 Technology34.6%+14.94 ppFinancials12.3%+4.16 ppConsumer Discretionary12.0%+4.02 ppIndustrials10.1%+2.81 ppConsumer Staples7.3%+1.96 ppCommunication Services2.7%+0.87 ppHealth Care11.2%+0.85 ppUtilities2.9%+0.76 ppReal Estate2.4%+0.60 ppEnergy2.3%+0.18 ppMaterials2.3%-31.15 pp

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 Technology

Health Care Technology0.03%+0.009 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
+0.01 pp
Health Care Technology · contribution
+0.009 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Solventum →
SOLV
United States$12.6bn0.029%-0.002 pp+0.009 pp+23.2%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.