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
Managed Health Care0.70%-0.62 ppHealth Care Equipment2.38%+0.59 ppLife Sciences Tools & Services0.93%-0.14 ppBiotechnology1.78%+0.14 ppPharmaceuticals3.35%+0.13 ppHealth Care Distributors0.40%+0.11 ppHealth Care Services0.42%+0.03 ppHealth Care Supplies0.09%-0.02 ppHealth Care Facilities0.18%+0.01 ppHealth Care Technology0.03%+0.01 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.38%
Industry change · 12M
+0.59 pp
Health Care Equipment · contribution
+0.585 pp
Company participation
13%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $219.6bn | 0.463% | -0.083 pp | +0.133 pp | +21.4% | No |
| Boston Scientific → BSX | United States | $155.2bn | 0.327% | -0.037 pp | +0.133 pp | +42.0% | No |
| Stryker Corporation → SYK | United States | $150.1bn | 0.317% | -0.026 pp | +0.093 pp | +21.0% | No |
| Intuitive Surgical → ISRG | United States | $172.5bn | 0.364% | -0.080 pp | +0.081 pp | +8.2% | No |
| Medtronic → MDT | United States | $115.6bn | 0.244% | -0.017 pp | +0.059 pp | +16.1% | No |
| Edwards Lifesciences → EW | United States | $46.5bn | 0.098% | -0.008 pp | +0.030 pp | +25.8% | No |
| ResMed| → RMD | United States | $39.9bn | 0.084% | +0.001 pp | +0.028 pp | +28.7% | Yes |
| Idexx Laboratories → IDXX | United States | $43.0bn | 0.091% | +0.006 pp | +0.020 pp | +12.2% | Yes |
| Insulet Corporation → PODD | United States | $20.3bn | 0.043% | +0.000 pp | +0.018 pp | +48.4% | No |
| Dexcom → DXCM | United States | $31.7bn | 0.067% | -0.000 pp | +0.018 pp | +19.1% | No |
| Becton Dickinson → BDX | United States | $40.2bn | 0.085% | -0.028 pp | -0.013 pp | -24.6% | No |
| Baxter International → BAX | United States | $11.2bn | 0.024% | -0.015 pp | -0.009 pp | -37.8% | No |
| Revvity → RVTY | United States | $10.4bn | 0.022% | -0.005 pp | -0.006 pp | -29.8% | No |
| Steris → STE | United States | $22.3bn | 0.047% | -0.006 pp | +0.005 pp | -4.2% | No |
| Zimmer Biomet → ZBH | United States | $18.1bn | 0.038% | -0.011 pp | -0.003 pp | -16.9% | No |
| GE HealthCare → GEHC | United States | $32.6bn | 0.069% | -0.009 pp | -0.001 pp | -15.6% | 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.