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
Universe›Health Care›Health Care Equipment›Health Care Equipment
Health Care Equipment · weight
1.61%
Industry change · 12M
-0.81 pp
Health Care Equipment · contribution
-0.808 pp
Company participation
81%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Aug 2026 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Boston Scientific →
BSX
United States$70.0bn0.117%-0.008 pp-0.207 pp-54.2%No
Abbott Laboratories →
ABT
United States$192.2bn0.320%+0.062 pp-0.159 pp-14.9%Yes
Intuitive Surgical →
ISRG
United States$133.1bn0.222%-0.039 pp-0.130 pp-20.4%No
Stryker Corporation →
SYK
United States$124.2bn0.207%+0.004 pp-0.103 pp-16.4%Yes
Medtronic →
MDT
United States$116.0bn0.193%+0.029 pp-0.054 pp+0.8%Yes
Idexx Laboratories →
IDXX
United States$43.9bn0.073%-0.004 pp-0.034 pp-14.0%Yes
Insulet Corporation →
PODD
United States$10.3bn0.017%-0.000 pp-0.032 pp-56.3%No
ResMed| →
RMD
United States$34.6bn0.058%+0.010 pp-0.026 pp-11.6%Yes
GE HealthCare →
GEHC
United States$32.4bn0.054%+0.005 pp-0.016 pp-3.2%Yes
Steris →
STE
United States$22.7bn0.038%+0.002 pp-0.012 pp-4.3%Yes
Edwards Lifesciences →
EW
United States$52.3bn0.087%+0.001 pp-0.012 pp+11.6%Yes
Zimmer Biomet →
ZBH
United States$19.1bn0.032%+0.004 pp-0.012 pp-4.7%Yes
Becton Dickinson →
BDX
United States$51.2bn0.085%+0.015 pp-0.005 pp+27.0%Yes
Dexcom →
DXCM
United States$34.4bn0.057%+0.008 pp-0.004 pp+20.9%Yes
Baxter International →
BAX
United States$13.4bn0.022%+0.006 pp-0.004 pp+5.5%Yes
Revvity →
RVTY
United States$14.4bn0.024%+0.004 pp+0.002 pp+43.2%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.