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
Health Care Equipment1.52%-1.15 ppPharmaceuticals3.09%-1.07 ppManaged Health Care0.52%-0.79 ppBiotechnology1.47%-0.57 ppLife Sciences Tools & Services0.66%-0.42 ppHealth Care Services0.32%-0.17 ppHealth Care Supplies0.07%-0.04 ppHealth Care Distributors0.35%-0.03 ppHealth Care Technology0.02%-0.01 ppHealth Care Facilities0.16%-0.01 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
1.52%
Industry change · 12M
-1.15 pp
Health Care Equipment · contribution
-1.145 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 | $202.2bn | 0.278% | -0.163 pp | -0.258 pp | -14.1% | No |
| Intuitive Surgical → ISRG | United States | $178.8bn | 0.245% | -0.154 pp | -0.212 pp | -12.2% | No |
| Boston Scientific → BSX | United States | $114.0bn | 0.157% | -0.139 pp | -0.186 pp | -26.0% | No |
| Stryker Corporation → SYK | United States | $148.3bn | 0.204% | -0.075 pp | -0.126 pp | +1.3% | No |
| Medtronic → MDT | United States | $125.4bn | 0.172% | -0.093 pp | -0.092 pp | +9.5% | No |
| Becton Dickinson → BDX | United States | $50.3bn | 0.069% | -0.017 pp | -0.045 pp | +1.7% | No |
| Dexcom → DXCM | United States | $28.3bn | 0.039% | -0.010 pp | -0.038 pp | -16.9% | No |
| GE HealthCare → GEHC | United States | $38.4bn | 0.053% | -0.019 pp | -0.037 pp | -3.3% | No |
| ResMed| → RMD | United States | $37.3bn | 0.051% | -0.022 pp | -0.025 pp | +10.7% | No |
| Edwards Lifesciences → EW | United States | $50.2bn | 0.069% | -0.030 pp | -0.025 pp | +20.7% | No |
| Baxter International → BAX | United States | $10.5bn | 0.014% | -0.005 pp | -0.025 pp | -40.2% | No |
| Zimmer Biomet → ZBH | United States | $19.3bn | 0.026% | -0.012 pp | -0.020 pp | -4.7% | No |
| Insulet Corporation → PODD | United States | $17.4bn | 0.024% | -0.021 pp | -0.019 pp | -9.4% | No |
| Revvity → RVTY | United States | $11.0bn | 0.015% | -0.008 pp | -0.015 pp | -12.1% | No |
| Steris → STE | United States | $24.7bn | 0.034% | -0.017 pp | -0.014 pp | +16.0% | No |
| Idexx Laboratories → IDXX | United States | $52.3bn | 0.072% | -0.046 pp | -0.008 pp | +50.2% | 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.