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
Pharmaceuticals3.39%-1.02 ppManaged Health Care0.87%-0.85 ppLife Sciences Tools & Services0.91%-0.49 ppBiotechnology1.80%-0.32 ppHealth Care Equipment2.26%-0.27 ppHealth Care Services0.45%-0.07 ppHealth Care Distributors0.40%+0.07 ppHealth Care Supplies0.08%-0.06 ppHealth Care Facilities0.20%-0.04 ppHealth Care Technology0.03%-0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.26%
Industry change · 12M
-0.27 pp
Health Care Equipment · contribution
-0.274 pp
Company participation
6%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $160.3bn | 0.321% | -0.099 pp | -0.085 pp | -9.0% | No |
| Becton Dickinson → BDX | United States | $42.2bn | 0.084% | +0.001 pp | -0.043 pp | -20.7% | No |
| Stryker Corporation → SYK | United States | $141.3bn | 0.283% | -0.043 pp | -0.038 pp | +3.3% | No |
| GE HealthCare → GEHC | United States | $34.3bn | 0.069% | -0.004 pp | -0.031 pp | -19.8% | No |
| Medtronic → MDT | United States | $122.2bn | 0.245% | +0.004 pp | -0.024 pp | +9.3% | No |
| Baxter International → BAX | United States | $11.7bn | 0.023% | -0.010 pp | -0.022 pp | -38.7% | No |
| Revvity → RVTY | United States | $10.2bn | 0.020% | -0.004 pp | -0.016 pp | -31.2% | No |
| Zimmer Biomet → ZBH | United States | $19.5bn | 0.039% | +0.000 pp | -0.012 pp | -7.9% | No |
| Dexcom → DXCM | United States | $26.4bn | 0.053% | -0.021 pp | -0.010 pp | +0.4% | No |
| Steris → STE | United States | $24.4bn | 0.049% | -0.002 pp | -0.007 pp | +3.1% | No |
| Idexx Laboratories → IDXX | United States | $51.1bn | 0.102% | +0.009 pp | +0.006 pp | +26.5% | Yes |
| Insulet Corporation → PODD | United States | $21.7bn | 0.044% | -0.004 pp | +0.006 pp | +32.6% | No |
| Abbott Laboratories → ABT | United States | $233.1bn | 0.467% | -0.044 pp | +0.005 pp | +19.7% | No |
| ResMed| → RMD | United States | $40.1bn | 0.080% | -0.001 pp | -0.003 pp | +13.1% | No |
| Boston Scientific → BSX | United States | $144.7bn | 0.290% | -0.053 pp | +0.002 pp | +16.5% | No |
| Edwards Lifesciences → EW | United States | $45.7bn | 0.091% | -0.008 pp | -0.001 pp | +17.9% | 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.