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 Technology36.6%+3.08 ppIndustrials10.0%+0.39 ppCommunication Services2.7%+0.26 ppMaterials2.4%+0.12 ppEnergy2.5%+0.04 ppUtilities2.6%-0.06 ppReal Estate2.1%-0.26 ppConsumer Staples6.3%-0.46 ppConsumer Discretionary12.3%-0.81 ppFinancials11.4%-1.15 ppHealth Care11.0%-1.15 pp

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 Technology

Health Care Technology0.03%-0.003 pp
Concentrated

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

View all contributions →
Health Care Technology · weight
0.03%
Industry change · 12M
-0.00 pp
Health Care Technology · contribution
-0.003 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jan 2026 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Solventum →
SOLV
United States$13.4bn0.026%+0.002 pp-0.003 pp+3.9%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.