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%-1.02 ppPharmaceuticals4.10%+0.62 ppBiotechnology1.85%+0.08 ppLife Sciences Tools & Services0.83%-0.07 ppHealth Care Distributors0.37%-0.06 ppHealth Care Facilities0.15%-0.05 ppHealth Care Technology0.07%+0.05 ppHealth Care Services0.46%-0.03 ppManaged Health Care0.94%+0.02 ppHealth Care Supplies0.09%-0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
1.52%
Industry change · 12M
-1.02 pp
Health Care Equipment · contribution
-1.022 pp
Company participation
44%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $158.1bn | 0.275% | +0.015 pp | -0.236 pp | -31.9% | No |
| Boston Scientific → BSX | United States | $63.4bn | 0.110% | -0.025 pp | -0.232 pp | -60.3% | No |
| Intuitive Surgical → ISRG | United States | $140.8bn | 0.245% | +0.006 pp | -0.175 pp | -26.8% | No |
| Stryker Corporation → SYK | United States | $120.7bn | 0.210% | +0.027 pp | -0.116 pp | -19.6% | Yes |
| Medtronic → MDT | United States | $100.1bn | 0.174% | +0.012 pp | -0.067 pp | -7.3% | No |
| ResMed| → RMD | United States | $28.3bn | 0.049% | +0.001 pp | -0.032 pp | -23.7% | No |
| Insulet Corporation → PODD | United States | $10.5bn | 0.018% | -0.003 pp | -0.029 pp | -51.5% | No |
| Dexcom → DXCM | United States | $26.0bn | 0.045% | +0.010 pp | -0.029 pp | -22.8% | Yes |
| GE HealthCare → GEHC | United States | $29.1bn | 0.051% | +0.003 pp | -0.023 pp | -13.4% | No |
| Idexx Laboratories → IDXX | United States | $41.5bn | 0.072% | +0.007 pp | -0.021 pp | -1.8% | No |
| Steris → STE | United States | $20.6bn | 0.036% | +0.004 pp | -0.015 pp | -11.6% | No |
| Baxter International → BAX | United States | $11.0bn | 0.019% | +0.007 pp | -0.014 pp | -29.0% | Yes |
| Becton Dickinson → BDX | United States | $41.7bn | 0.072% | +0.007 pp | -0.011 pp | +14.5% | Yes |
| Zimmer Biomet → ZBH | United States | $16.7bn | 0.029% | +0.003 pp | -0.010 pp | -4.6% | Yes |
| Edwards Lifesciences → EW | United States | $52.1bn | 0.091% | +0.023 pp | -0.008 pp | +15.7% | Yes |
| Revvity → RVTY | United States | $12.4bn | 0.022% | +0.007 pp | -0.003 pp | +15.4% | 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.