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 Equipment1.51%-1.12 ppPharmaceuticals3.80%+0.22 ppBiotechnology1.68%-0.18 ppLife Sciences Tools & Services0.80%-0.12 ppHealth Care Distributors0.34%-0.09 ppManaged Health Care0.86%-0.08 ppHealth Care Services0.42%-0.07 ppHealth Care Facilities0.15%-0.06 ppHealth Care Technology0.07%+0.04 ppHealth Care Supplies0.08%-0.01 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
1.51%
Industry change · 12M
-1.12 pp
Health Care Equipment · contribution
-1.116 pp
Company participation
25%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $149.1bn | 0.258% | -0.019 pp | -0.268 pp | -34.6% | No |
| Boston Scientific → BSX | United States | $71.8bn | 0.124% | -0.032 pp | -0.228 pp | -54.1% | No |
| Intuitive Surgical → ISRG | United States | $150.4bn | 0.261% | +0.015 pp | -0.188 pp | -23.1% | No |
| Stryker Corporation → SYK | United States | $117.0bn | 0.203% | -0.001 pp | -0.129 pp | -19.5% | No |
| Medtronic → MDT | United States | $94.8bn | 0.164% | -0.008 pp | -0.077 pp | -8.2% | No |
| Insulet Corporation → PODD | United States | $10.0bn | 0.017% | -0.006 pp | -0.034 pp | -55.4% | No |
| ResMed| → RMD | United States | $27.6bn | 0.048% | -0.003 pp | -0.033 pp | -21.4% | No |
| Dexcom → DXCM | United States | $28.5bn | 0.049% | +0.011 pp | -0.027 pp | -14.1% | Yes |
| GE HealthCare → GEHC | United States | $28.4bn | 0.049% | -0.004 pp | -0.024 pp | -11.5% | No |
| Steris → STE | United States | $20.8bn | 0.036% | +0.002 pp | -0.019 pp | -12.6% | No |
| Baxter International → BAX | United States | $9.7bn | 0.017% | +0.002 pp | -0.019 pp | -37.9% | Yes |
| Becton Dickinson → BDX | United States | $40.5bn | 0.070% | +0.001 pp | -0.018 pp | +11.0% | No |
| Edwards Lifesciences → EW | United States | $49.8bn | 0.086% | +0.017 pp | -0.018 pp | +10.5% | Yes |
| Idexx Laboratories → IDXX | United States | $44.5bn | 0.077% | +0.005 pp | -0.017 pp | +9.8% | No |
| Zimmer Biomet → ZBH | United States | $15.9bn | 0.028% | +0.001 pp | -0.014 pp | -9.7% | No |
| Revvity → RVTY | United States | $11.7bn | 0.020% | +0.005 pp | -0.004 pp | +16.0% | 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.