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%-0.55 ppPharmaceuticals4.11%+0.28 ppHealth Care Equipment2.25%-0.18 ppLife Sciences Tools & Services1.03%-0.12 ppBiotechnology1.91%+0.12 ppHealth Care Distributors0.44%+0.09 ppHealth Care Supplies0.09%-0.04 ppHealth Care Facilities0.21%+0.04 ppHealth Care Services0.44%+0.02 ppHealth Care Technology0.03%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.25%
Industry change · 12M
-0.18 pp
Health Care Equipment · contribution
-0.181 pp
Company participation
38%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $134.4bn | 0.263% | -0.020 pp | -0.048 pp | -1.5% | No |
| Becton Dickinson → BDX | United States | $43.5bn | 0.085% | +0.001 pp | -0.032 pp | -12.6% | Yes |
| Idexx Laboratories → IDXX | United States | $54.0bn | 0.106% | +0.003 pp | +0.029 pp | +63.6% | Yes |
| Intuitive Surgical → ISRG | United States | $200.8bn | 0.393% | +0.072 pp | -0.028 pp | +8.5% | Yes |
| Boston Scientific → BSX | United States | $141.4bn | 0.277% | -0.013 pp | -0.022 pp | +6.8% | No |
| Dexcom → DXCM | United States | $25.9bn | 0.051% | -0.002 pp | -0.018 pp | -14.7% | No |
| Abbott Laboratories → ABT | United States | $217.9bn | 0.427% | -0.040 pp | -0.018 pp | +12.9% | No |
| Baxter International → BAX | United States | $9.8bn | 0.019% | -0.004 pp | -0.015 pp | -33.3% | No |
| Zimmer Biomet → ZBH | United States | $17.8bn | 0.035% | -0.004 pp | -0.013 pp | -14.0% | No |
| Revvity → RVTY | United States | $11.0bn | 0.021% | +0.001 pp | -0.009 pp | -13.1% | No |
| Medtronic → MDT | United States | $123.2bn | 0.241% | -0.003 pp | +0.009 pp | +24.0% | No |
| GE HealthCare → GEHC | United States | $37.4bn | 0.073% | +0.005 pp | -0.008 pp | +5.1% | Yes |
| ResMed| → RMD | United States | $35.2bn | 0.069% | -0.011 pp | -0.007 pp | +6.3% | No |
| Steris → STE | United States | $24.9bn | 0.049% | -0.000 pp | +0.003 pp | +24.3% | Yes |
| Insulet Corporation → PODD | United States | $20.0bn | 0.039% | -0.004 pp | -0.002 pp | +8.9% | No |
| Edwards Lifesciences → EW | United States | $49.5bn | 0.097% | +0.005 pp | -0.002 pp | +15.2% | 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.