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
Universe›Health Care›Health Care Technology›Health Care Technology

1 · Sector

Weight and 12M allocation change

Information Technology38.1%+4.07 ppUtilities2.8%-0.02 ppConsumer Discretionary12.0%-0.02 ppEnergy2.3%-0.32 ppMaterials2.1%-0.33 ppReal Estate2.1%-0.38 ppIndustrials9.4%-0.40 ppCommunication Services2.2%-0.48 ppHealth Care11.5%-0.58 ppConsumer Staples6.2%-0.72 ppFinancials11.4%-0.82 pp

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 Technology

Health Care Technology0.03%+0.002 pp
Concentrated

Most of this industry's gains came from a few companies.

View all contributions →
Health Care Technology · weight
0.03%
Industry change · 12M
+0.00 pp
Health Care Technology · contribution
+0.002 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Nov 2025 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Solventum →
SOLV
United States$14.8bn0.029%+0.003 pp+0.002 pp+19.2%Yes

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.