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 Care0.83%-0.76 ppPharmaceuticals4.11%+0.25 ppHealth Care Equipment2.35%-0.12 ppHealth Care Distributors0.47%+0.10 ppLife Sciences Tools & Services1.06%-0.10 ppBiotechnology1.94%+0.09 ppHealth Care Supplies0.09%-0.05 ppHealth Care Facilities0.23%+0.04 ppHealth Care Services0.45%-0.04 ppHealth Care Technology0.03%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.35%
Industry change · 12M
-0.12 pp
Health Care Equipment · contribution
-0.118 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $141.9bn | 0.279% | -0.031 pp | -0.051 pp | -4.5% | No |
| Idexx Laboratories → IDXX | United States | $60.1bn | 0.118% | +0.011 pp | +0.042 pp | +78.5% | Yes |
| Intuitive Surgical → ISRG | United States | $203.3bn | 0.399% | +0.048 pp | -0.027 pp | +5.8% | Yes |
| Becton Dickinson → BDX | United States | $43.5bn | 0.086% | -0.005 pp | -0.026 pp | -10.7% | Yes |
| Medtronic → MDT | United States | $135.0bn | 0.265% | +0.018 pp | +0.020 pp | +25.7% | Yes |
| Baxter International → BAX | United States | $9.6bn | 0.019% | -0.007 pp | -0.019 pp | -43.4% | No |
| Dexcom → DXCM | United States | $24.8bn | 0.049% | -0.013 pp | -0.019 pp | -18.6% | No |
| Abbott Laboratories → ABT | United States | $224.1bn | 0.440% | -0.038 pp | -0.014 pp | +10.6% | No |
| GE HealthCare → GEHC | United States | $36.4bn | 0.072% | +0.002 pp | -0.012 pp | -3.7% | Yes |
| Zimmer Biomet → ZBH | United States | $19.3bn | 0.038% | -0.006 pp | -0.011 pp | -12.2% | No |
| Revvity → RVTY | United States | $11.8bn | 0.023% | +0.002 pp | -0.008 pp | -9.8% | Yes |
| ResMed| → RMD | United States | $37.3bn | 0.073% | -0.010 pp | -0.007 pp | +3.7% | No |
| Edwards Lifesciences → EW | United States | $50.3bn | 0.099% | -0.000 pp | +0.006 pp | +21.5% | Yes |
| Insulet Corporation → PODD | United States | $23.0bn | 0.045% | -0.004 pp | +0.004 pp | +22.6% | No |
| Steris → STE | United States | $26.1bn | 0.051% | +0.001 pp | +0.004 pp | +22.5% | Yes |
| Boston Scientific → BSX | United States | $150.6bn | 0.296% | -0.028 pp | +0.001 pp | +12.0% | 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.