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 Equipment1.41%-1.27 ppPharmaceuticals3.06%-1.12 ppManaged Health Care0.51%-1.01 ppBiotechnology1.45%-0.69 ppLife Sciences Tools & Services0.65%-0.44 ppHealth Care Services0.31%-0.22 ppHealth Care Distributors0.33%-0.10 ppHealth Care Facilities0.15%-0.05 ppHealth Care Supplies0.06%-0.04 ppHealth Care Technology0.02%-0.01 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
1.41%
Industry change · 12M
-1.27 pp
Health Care Equipment · contribution
-1.273 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $178.4bn | 0.260% | -0.167 pp | -0.286 pp | -21.1% | No |
| Boston Scientific → BSX | United States | $93.1bn | 0.136% | -0.141 pp | -0.218 pp | -37.8% | No |
| Intuitive Surgical → ISRG | United States | $163.7bn | 0.238% | -0.155 pp | -0.181 pp | -6.9% | No |
| Stryker Corporation → SYK | United States | $125.7bn | 0.183% | -0.080 pp | -0.154 pp | -10.9% | No |
| Medtronic → MDT | United States | $111.2bn | 0.162% | -0.079 pp | -0.112 pp | -0.5% | No |
| Becton Dickinson → BDX | United States | $44.8bn | 0.065% | -0.020 pp | -0.058 pp | -10.6% | No |
| GE HealthCare → GEHC | United States | $32.4bn | 0.047% | -0.026 pp | -0.040 pp | -11.6% | No |
| Edwards Lifesciences → EW | United States | $46.5bn | 0.068% | -0.029 pp | -0.033 pp | +10.5% | No |
| ResMed| → RMD | United States | $32.7bn | 0.048% | -0.021 pp | -0.030 pp | +1.2% | No |
| Baxter International → BAX | United States | $8.6bn | 0.013% | -0.007 pp | -0.029 pp | -50.3% | No |
| Dexcom → DXCM | United States | $24.2bn | 0.035% | -0.016 pp | -0.028 pp | -8.0% | No |
| Zimmer Biomet → ZBH | United States | $17.7bn | 0.026% | -0.009 pp | -0.028 pp | -19.3% | No |
| Insulet Corporation → PODD | United States | $14.8bn | 0.022% | -0.018 pp | -0.022 pp | -20.1% | No |
| Steris → STE | United States | $21.7bn | 0.032% | -0.017 pp | -0.021 pp | -1.7% | No |
| Idexx Laboratories → IDXX | United States | $44.7bn | 0.065% | -0.041 pp | -0.016 pp | +33.8% | No |
| Revvity → RVTY | United States | $9.8bn | 0.014% | -0.007 pp | -0.016 pp | -17.0% | 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.