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
Pharmaceuticals3.42%-1.35 ppManaged Health Care0.84%-1.00 ppLife Sciences Tools & Services0.96%-0.47 ppBiotechnology1.80%-0.46 ppHealth Care Equipment2.41%-0.19 ppHealth Care Services0.47%-0.07 ppHealth Care Supplies0.09%-0.06 ppHealth Care Facilities0.20%-0.05 ppHealth Care Distributors0.39%+0.01 ppHealth Care Technology0.03%-0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.41%
Industry change · 12M
-0.19 pp
Health Care Equipment · contribution
-0.193 pp
Company participation
19%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 |
|---|---|---|---|---|---|---|---|
| Intuitive Surgical → ISRG | United States | $169.7bn | 0.352% | -0.097 pp | -0.071 pp | -3.9% | No |
| Becton Dickinson → BDX | United States | $43.5bn | 0.090% | +0.002 pp | -0.043 pp | -18.8% | No |
| Boston Scientific → BSX | United States | $156.3bn | 0.324% | -0.029 pp | +0.033 pp | +29.0% | No |
| Medtronic → MDT | United States | $119.0bn | 0.247% | +0.006 pp | -0.028 pp | +8.3% | No |
| GE HealthCare → GEHC | United States | $33.7bn | 0.070% | -0.003 pp | -0.024 pp | -12.9% | No |
| Stryker Corporation → SYK | United States | $149.6bn | 0.310% | -0.021 pp | -0.022 pp | +9.6% | No |
| Baxter International → BAX | United States | $12.7bn | 0.026% | -0.009 pp | -0.020 pp | -33.4% | No |
| Insulet Corporation → PODD | United States | $23.9bn | 0.050% | -0.002 pp | +0.015 pp | +67.6% | Yes |
| Revvity → RVTY | United States | $10.5bn | 0.022% | -0.002 pp | -0.015 pp | -26.3% | No |
| Zimmer Biomet → ZBH | United States | $21.0bn | 0.044% | +0.002 pp | -0.013 pp | -7.3% | No |
| Idexx Laboratories → IDXX | United States | $51.8bn | 0.107% | +0.014 pp | +0.012 pp | +34.4% | Yes |
| Steris → STE | United States | $24.1bn | 0.050% | -0.005 pp | -0.007 pp | +2.7% | No |
| Dexcom → DXCM | United States | $29.5bn | 0.061% | -0.015 pp | -0.006 pp | +8.7% | No |
| ResMed| → RMD | United States | $40.2bn | 0.083% | +0.002 pp | -0.004 pp | +13.0% | Yes |
| Edwards Lifesciences → EW | United States | $47.8bn | 0.099% | -0.005 pp | -0.003 pp | +16.3% | No |
| Abbott Laboratories → ABT | United States | $230.9bn | 0.479% | -0.048 pp | +0.002 pp | +19.4% | 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.