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 Equipment1.61%-0.77 ppPharmaceuticals4.10%+0.75 ppManaged Health Care0.93%+0.23 ppBiotechnology1.89%+0.10 ppHealth Care Technology0.08%+0.06 ppHealth Care Services0.48%+0.05 ppLife Sciences Tools & Services0.90%-0.03 ppHealth Care Facilities0.16%-0.02 ppHealth Care Supplies0.09%+0.00 ppHealth Care Distributors0.40%+0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
1.61%
Industry change · 12M
-0.77 pp
Health Care Equipment · contribution
-0.770 pp
Company participation
88%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 |
|---|---|---|---|---|---|---|---|
| Boston Scientific → BSX | United States | $69.5bn | 0.121% | +0.005 pp | -0.206 pp | -55.5% | No |
| Intuitive Surgical → ISRG | United States | $124.8bn | 0.218% | -0.002 pp | -0.146 pp | -26.6% | No |
| Abbott Laboratories → ABT | United States | $184.1bn | 0.321% | +0.107 pp | -0.142 pp | -14.3% | Yes |
| Stryker Corporation → SYK | United States | $124.9bn | 0.218% | +0.054 pp | -0.098 pp | -16.2% | Yes |
| Medtronic → MDT | United States | $109.3bn | 0.191% | +0.050 pp | -0.053 pp | -2.3% | Yes |
| ResMed| → RMD | United States | $30.6bn | 0.053% | +0.011 pp | -0.031 pp | -21.7% | Yes |
| Insulet Corporation → PODD | United States | $11.5bn | 0.020% | +0.004 pp | -0.023 pp | -42.7% | Yes |
| GE HealthCare → GEHC | United States | $30.9bn | 0.054% | +0.016 pp | -0.015 pp | -4.4% | Yes |
| Idexx Laboratories → IDXX | United States | $44.1bn | 0.077% | +0.016 pp | -0.014 pp | +4.6% | Yes |
| Dexcom → DXCM | United States | $31.5bn | 0.055% | +0.024 pp | -0.012 pp | +3.3% | Yes |
| Edwards Lifesciences → EW | United States | $49.6bn | 0.087% | +0.021 pp | -0.012 pp | +8.5% | Yes |
| Steris → STE | United States | $22.3bn | 0.039% | +0.010 pp | -0.008 pp | +1.7% | Yes |
| Zimmer Biomet → ZBH | United States | $18.2bn | 0.032% | +0.010 pp | -0.007 pp | +3.6% | Yes |
| Becton Dickinson → BDX | United States | $45.6bn | 0.080% | +0.022 pp | -0.005 pp | +21.1% | Yes |
| Revvity → RVTY | United States | $12.6bn | 0.022% | +0.009 pp | +0.000 pp | +28.4% | Yes |
| Baxter International → BAX | United States | $13.5bn | 0.024% | +0.011 pp | +0.000 pp | +21.3% | 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.