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 Care0.84%-0.75 ppPharmaceuticals3.52%-0.71 ppBiotechnology1.80%-0.33 ppHealth Care Equipment2.20%-0.32 ppLife Sciences Tools & Services1.00%-0.24 ppHealth Care Distributors0.43%+0.09 ppHealth Care Services0.42%-0.07 ppHealth Care Supplies0.09%-0.05 ppHealth Care Facilities0.21%-0.01 ppHealth Care Technology0.02%-0.01 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.20%
Industry change · 12M
-0.32 pp
Health Care Equipment · contribution
-0.319 pp
Company participation
6%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 |
|---|---|---|---|---|---|---|---|
| Stryker Corporation → SYK | United States | $136.2bn | 0.267% | -0.050 pp | -0.052 pp | +0.9% | No |
| Intuitive Surgical → ISRG | United States | $189.4bn | 0.371% | +0.007 pp | -0.051 pp | +6.0% | No |
| Becton Dickinson → BDX | United States | $40.3bn | 0.079% | -0.006 pp | -0.046 pp | -21.9% | No |
| Medtronic → MDT | United States | $116.3bn | 0.228% | -0.016 pp | -0.041 pp | +5.0% | No |
| Abbott Laboratories → ABT | United States | $215.0bn | 0.421% | -0.042 pp | -0.041 pp | +11.1% | No |
| GE HealthCare → GEHC | United States | $34.1bn | 0.067% | -0.002 pp | -0.027 pp | -14.0% | No |
| Baxter International → BAX | United States | $9.5bn | 0.019% | -0.005 pp | -0.024 pp | -47.1% | No |
| Idexx Laboratories → IDXX | United States | $50.4bn | 0.099% | +0.008 pp | +0.020 pp | +54.7% | Yes |
| Dexcom → DXCM | United States | $22.7bn | 0.044% | -0.022 pp | -0.020 pp | -17.4% | No |
| Revvity → RVTY | United States | $10.9bn | 0.021% | -0.001 pp | -0.013 pp | -20.9% | No |
| ResMed| → RMD | United States | $36.0bn | 0.071% | -0.013 pp | -0.013 pp | +2.7% | No |
| Zimmer Biomet → ZBH | United States | $19.9bn | 0.039% | +0.001 pp | -0.011 pp | -5.1% | No |
| Steris → STE | United States | $23.2bn | 0.045% | -0.002 pp | -0.006 pp | +7.3% | No |
| Insulet Corporation → PODD | United States | $22.0bn | 0.043% | +0.000 pp | +0.005 pp | +35.2% | No |
| Boston Scientific → BSX | United States | $149.2bn | 0.292% | -0.035 pp | +0.002 pp | +19.9% | No |
| Edwards Lifesciences → EW | United States | $48.4bn | 0.095% | -0.003 pp | -0.000 pp | +23.0% | 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.