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
Latest available · not live
20182026
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Health Care
Health Care Equipment1.52%-0.74 ppPharmaceuticals4.07%+0.69 ppBiotechnology2.04%+0.24 ppLife Sciences Tools & Services1.07%+0.17 ppHealth Care Technology0.10%+0.08 ppHealth Care Services0.41%-0.05 ppManaged Health Care0.82%-0.05 ppHealth Care Facilities0.16%-0.04 ppHealth Care Distributors0.37%-0.04 ppHealth Care Supplies0.08%-0.00 pp
3 · Sub-industry
Inside Health Care Equipment
Health Care Equipment · weight
1.52%
Industry change · 12M
-0.74 pp
Health Care Equipment · contribution
-0.740 pp
Company participation
69%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $63.3bn | 0.106% | -0.004 pp | -0.183 pp | -55.3% | No |
| Abbott Laboratories → ABT | United States | $172.1bn | 0.289% | +0.015 pp | -0.177 pp | -24.5% | Yes |
| Stryker Corporation → SYK | United States | $105.6bn | 0.177% | -0.032 pp | -0.105 pp | -24.7% | No |
| Intuitive Surgical → ISRG | United States | $143.7bn | 0.241% | -0.003 pp | -0.080 pp | -9.1% | Yes |
| Medtronic → MDT | United States | $110.4bn | 0.185% | +0.011 pp | -0.059 pp | -6.4% | Yes |
| Idexx Laboratories → IDXX | United States | $41.1bn | 0.069% | -0.003 pp | -0.033 pp | -18.3% | No |
| Insulet Corporation → PODD | United States | $9.0bn | 0.015% | -0.003 pp | -0.028 pp | -57.7% | No |
| ResMed| → RMD | United States | $31.9bn | 0.054% | +0.004 pp | -0.027 pp | -18.4% | Yes |
| GE HealthCare → GEHC | United States | $29.7bn | 0.050% | -0.001 pp | -0.019 pp | -12.8% | Yes |
| Steris → STE | United States | $20.5bn | 0.034% | -0.001 pp | -0.014 pp | -14.4% | No |
| Zimmer Biomet → ZBH | United States | $16.9bn | 0.028% | -0.000 pp | -0.011 pp | -8.9% | Yes |
| Revvity → RVTY | United States | $17.1bn | 0.029% | +0.007 pp | +0.008 pp | +74.9% | Yes |
| Edwards Lifesciences → EW | United States | $49.8bn | 0.084% | -0.007 pp | -0.008 pp | +11.0% | Yes |
| Baxter International → BAX | United States | $12.4bn | 0.021% | +0.002 pp | -0.003 pp | +5.6% | Yes |
| Becton Dickinson → BDX | United States | $48.8bn | 0.082% | +0.009 pp | -0.003 pp | +24.7% | Yes |
| Dexcom → DXCM | United States | $32.6bn | 0.055% | +0.010 pp | +0.002 pp | +28.2% | 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.