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 Technology36.4%+15.47 ppFinancials12.3%+4.20 ppConsumer Discretionary11.6%+3.35 ppIndustrials9.9%+2.86 ppConsumer Staples6.8%+1.56 ppCommunication Services2.7%+0.86 ppUtilities2.7%+0.78 ppHealth Care10.9%+0.56 ppReal Estate2.3%+0.49 ppEnergy2.3%+0.23 ppMaterials2.2%-30.36 pp

2 · Industry

Inside Health Care

Health Care Equipment2.54%+0.61 ppManaged Health Care0.92%-0.34 ppBiotechnology1.77%+0.14 ppHealth Care Distributors0.43%+0.14 ppLife Sciences Tools & Services0.90%-0.12 ppHealth Care Services0.49%+0.09 ppHealth Care Facilities0.20%+0.04 ppHealth Care Supplies0.09%-0.02 ppHealth Care Technology0.03%+0.01 ppPharmaceuticals3.49%-0.00 pp

3 · Sub-industry

Inside Health Care Technology

Health Care Technology0.03%+0.011 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
+0.011 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Solventum →
SOLV
United States$13.1bn0.028%-0.003 pp+0.011 pp+43.4%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.