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 Care0.73%-0.73 ppHealth Care Equipment2.13%-0.49 ppLife Sciences Tools & Services0.99%-0.21 ppPharmaceuticals4.08%+0.20 ppHealth Care Distributors0.44%+0.08 ppBiotechnology1.93%+0.08 ppHealth Care Supplies0.08%-0.05 ppHealth Care Services0.42%-0.04 ppHealth Care Facilities0.21%+0.03 ppHealth Care Technology0.03%-0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
2.13%
Industry change · 12M
-0.49 pp
Health Care Equipment · contribution
-0.494 pp
Company participation
31%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2026 · 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 |
|---|---|---|---|---|---|---|---|
| Abbott Laboratories → ABT | United States | $190.1bn | 0.364% | -0.057 pp | -0.130 pp | -13.0% | No |
| Intuitive Surgical → ISRG | United States | $178.7bn | 0.342% | -0.029 pp | -0.112 pp | -11.8% | No |
| Boston Scientific → BSX | United States | $138.7bn | 0.265% | -0.027 pp | -0.070 pp | -8.6% | No |
| Stryker Corporation → SYK | United States | $141.3bn | 0.270% | +0.004 pp | -0.061 pp | -4.7% | No |
| Becton Dickinson → BDX | United States | $45.7bn | 0.087% | +0.008 pp | -0.038 pp | -16.0% | Yes |
| Idexx Laboratories → IDXX | United States | $53.5bn | 0.102% | +0.004 pp | +0.026 pp | +58.9% | No |
| Dexcom → DXCM | United States | $28.5bn | 0.055% | +0.010 pp | -0.021 pp | -15.9% | Yes |
| GE HealthCare → GEHC | United States | $36.0bn | 0.069% | +0.002 pp | -0.021 pp | -10.4% | No |
| Baxter International → BAX | United States | $10.3bn | 0.020% | +0.001 pp | -0.017 pp | -37.2% | No |
| Zimmer Biomet → ZBH | United States | $17.3bn | 0.033% | -0.006 pp | -0.015 pp | -19.7% | No |
| Revvity → RVTY | United States | $12.3bn | 0.024% | +0.002 pp | -0.011 pp | -13.5% | Yes |
| Insulet Corporation → PODD | United States | $18.0bn | 0.034% | -0.009 pp | -0.009 pp | -8.1% | No |
| Medtronic → MDT | United States | $132.0bn | 0.253% | +0.025 pp | -0.006 pp | +16.9% | Yes |
| ResMed| → RMD | United States | $37.6bn | 0.072% | +0.001 pp | -0.005 pp | +10.3% | No |
| Edwards Lifesciences → EW | United States | $47.2bn | 0.090% | -0.004 pp | -0.005 pp | +12.3% | No |
| Steris → STE | United States | $25.8bn | 0.049% | +0.004 pp | +0.001 pp | +19.9% | 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.