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 Equipment2.54%+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 Equipment
Health Care Equipment · weight
2.54%
Industry change · 12M
+0.61 pp
Health Care Equipment · contribution
+0.612 pp
Company participation
25%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $236.6bn | 0.510% | -0.036 pp | +0.171 pp | +33.5% | No |
| Boston Scientific → BSX | United States | $158.9bn | 0.343% | -0.011 pp | +0.130 pp | +39.5% | No |
| Intuitive Surgical → ISRG | United States | $194.8bn | 0.420% | +0.001 pp | +0.124 pp | +22.2% | No |
| Stryker Corporation → SYK | United States | $151.2bn | 0.326% | -0.011 pp | +0.083 pp | +17.3% | No |
| Medtronic → MDT | United States | $111.7bn | 0.241% | -0.033 pp | +0.052 pp | +14.4% | No |
| ResMed| → RMD | United States | $37.8bn | 0.082% | +0.004 pp | +0.029 pp | +36.0% | Yes |
| Insulet Corporation → PODD | United States | $22.1bn | 0.048% | +0.004 pp | +0.021 pp | +55.7% | Yes |
| Idexx Laboratories → IDXX | United States | $43.1bn | 0.093% | +0.012 pp | +0.018 pp | +10.1% | Yes |
| Becton Dickinson → BDX | United States | $38.8bn | 0.084% | -0.039 pp | -0.016 pp | -24.9% | No |
| Dexcom → DXCM | United States | $34.2bn | 0.074% | +0.010 pp | -0.011 pp | -23.0% | Yes |
| Steris → STE | United States | $23.6bn | 0.051% | -0.002 pp | +0.010 pp | +10.5% | No |
| GE HealthCare → GEHC | United States | $33.9bn | 0.073% | -0.014 pp | +0.006 pp | -4.8% | No |
| Edwards Lifesciences → EW | United States | $45.9bn | 0.099% | -0.002 pp | -0.005 pp | -15.3% | No |
| Zimmer Biomet → ZBH | United States | $18.0bn | 0.039% | -0.015 pp | -0.003 pp | -15.2% | No |
| Baxter International → BAX | United States | $15.5bn | 0.034% | -0.008 pp | +0.002 pp | -7.4% | No |
| Revvity → RVTY | United States | $11.4bn | 0.025% | -0.006 pp | +0.000 pp | -7.5% | 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.