Index Rebalance and Special Situations Coverage, Quiddity Advisors

Anjana Amarasuriya

Index Rebalance and Special Situations Coverage

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>The Nasdaq 100 index tracks the 100 largest names listed on the Nasdaq Stock Exchange.</li>
<li>One active M&amp;A deal could trigger an intra-review ADD. Shareholders have already approved the deal.</li>
<li>We expect three changes and around US$5bn one-way flow for Nasdaq 100 in the June index rebal event and another $2bn in one-way flows on the intra-review change.</li>
</ul>


The Nasdaq 100 index tracks the 100 largest names listed on the Nasdaq Stock Exchange.
One active M&amp;A deal could trigger an intra-review ADD. Shareholders have already approved the deal.
We expect three changes and around US$5bn one-way flow for Nasdaq 100 in the June index rebal event and another $2bn in one-way flows on the intra-review change.


Quiddity Leaderboard Nasdaq100 Jun26 Rebal: Three Regular ADDs/DELs; US$7bn in One-Way Flows

US-EU Index Rebalances / Quantitative Researcher

Dimitris Ioannidis

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

<ul>
<li>
<a href="https://www.smartkarma.com/entities/coreweave-inc" target="_blank" data-smartkarma-citation="entities:44471:1" rel="noopener">CoreWeave (CRWV US)</a> received a boost in Nasdaq100 ranking due to the new methodology, which ranks based on company rather than security market cap.</li>
<li>
<a href="https://www.smartkarma.com/entities/costar-group-inc" target="_blank" data-smartkarma-citation="entities:16907:1" rel="noopener">Costar Group (CSGP US)</a>, <a href="https://www.smartkarma.com/entities/zscaler-inc" target="_blank" data-smartkarma-citation="entities:36134:1" rel="noopener">Zscaler (ZS US)</a> and <a href="https://www.smartkarma.com/entities/charter-communications-inc" target="_blank" data-smartkarma-citation="entities:1058:1" rel="noopener">Charter Communications (CHTR US)</a> are the main deletion candidates for June 2026 as they are currently below rank 125.</li>
<li>Top addition/replacement candidates are <a href="https://www.smartkarma.com/entities/coreweave-inc" target="_blank" data-smartkarma-citation="entities:44471:1" rel="noopener">CoreWeave (CRWV US)</a>, <a href="https://www.smartkarma.com/entities/teradyne-inc" target="_blank" data-smartkarma-citation="entities:13088:1" rel="noopener">Teradyne Inc (TER US)</a> and <a href="https://www.smartkarma.com/entities/lumentum-holdings-inc" target="_blank" data-smartkarma-citation="entities:12529:1" rel="noopener">Lumentum Holdings (LITE US)</a>.</li>
</ul>



CoreWeave (CRWV US) received a boost in Nasdaq100 ranking due to the new methodology, which ranks based on company rather than security market cap.

Costar Group (CSGP US), Zscaler (ZS US) and Charter Communications (CHTR US) are the main deletion candidates for June 2026 as they are currently below rank 125.
Top addition/replacement candidates are CoreWeave (CRWV US), Teradyne Inc (TER US) and Lumentum Holdings (LITE US).


CoreWeave (CRWV US): Rank Boost in Nasdaq100 From New Methodology

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

Thematic (Sector/Industry)

2016 was another bumpy year for China’s luxury goods market, plagued by the long-term impact of the anti-corruption campaign undertaken by the central government and the economic downturn as well as China’s latest effort to curb wrongdoing in luxury consumption in a crackdown on the grey market.

2016 was another bumpy year for China’s luxury goods market, plagued by the long-term impact of the anti-corruption campaign undertaken by the central government and the economic downturn as well as China’s latest effort to curb wrongdoing in luxury consumption in a crackdown on the grey market.

China's Luxury Market Set for Steady Performance Amid Unfavourable Market Environment

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Relations between the US and China could (and likely will) deteriorate in the medium-term for any of the three following reasons: a) increased friction over US-China trade issues; b) more intemperate words or actions from the new US administration regarding Taiwan's political status; c) China more aggressively pursuing various territorial claims in the region (South China Sea, Senkaku Islands). One likely victim of rising tensions between the US and China is tourism between the two countries…

Relations between the US and China could (and likely will) deteriorate in the medium-term for any of the three following reasons: a) increased friction over US-China trade issues; b) more intemperate words or actions from the new US administration regarding Taiwan's political status; c) China more aggressively pursuing various territorial claims in the region (South China Sea, Senkaku Islands). One likely victim of rising tensions between the US and China is tourism between the two countries…

Rising US-China Tensions Will Hurt Tourism; Who Stands to Lose (And to Gain) The Most?

Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Opening the Issues. Unlike the Obama days, it’s virtually impossible for investors in Thailand to ignore Donald Trump. Despite talks about Brexit, the Eurozone breakdown, Thai and American corporate earnings, it seems Trump’s policies and capital inflows or outflows (depending on the day) continues to dominate market sentiments. Lately, MCorp Review received numerous questions from friends who invest in the Thai market on two topics: impacts on the key auto sector from fluctuations in exchange…

Opening the Issues. Unlike the Obama days, it’s virtually impossible for investors in Thailand to ignore Donald Trump. Despite talks about Brexit, the Eurozone breakdown, Thai and American corporate earnings, it seems Trump’s policies and capital inflows or outflows (depending on the day) continues to dominate market sentiments. Lately, MCorp Review received numerous questions from friends who invest in the Thai market on two topics: impacts on the key auto sector from fluctuations in exchange…

United States

Charter Communications, Inc. operates as a cable telecommunications company. The Company offers cable broadcasting, internet, voice, and mass media services. Charter Communications serves customers in the United States.

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Charter Communications (CHTR US)

Quiddity Leaderboard Nasdaq100 Jun26 Rebal: Three Regular ADDs/DELs; US$7bn in One-Way Flows

Three expected changes in the June 2026 Nasdaq 100 rebalance, an active M&A deal in play, and a SpaceX inclusion expected by late July.

Anjana Amarasuriya

CoreWeave (CRWV US): Rank Boost in Nasdaq100 From New Methodology

CRWV rises in Nasdaq100 ranking under the new methodology due to unlisted shares, while CSGP, ZS, and CHTR face potential deletion in June 2026...

Dimitris Ioannidis

China's Luxury Market Set for Steady Performance Amid Unfavourable Market Environment

2016 was another bumpy year for China’s luxury goods market, plagued by the long-term impact of the anti-corruption campaign undertaken by the...

Euromonitor International Ltd.

Rising US-China Tensions Will Hurt Tourism; Who Stands to Lose (And to Gain) The Most?

Relations between the US and China could (and likely will) deteriorate in the medium-term for any of the three following reasons: a) increased...

Daniel Hellberg

The American Factor: Cars & Repatriation

Opening the Issues. Unlike the Obama days, it’s virtually impossible for investors in Thailand to ignore Donald Trump. Despite talks about Brexit,...

Athaporn Arayasantiparb, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Quiddity Leaderboard Nasdaq100 Jun26 Rebal: Three Regular ADDs/DELs; US$7bn in One-Way Flows

Three expected changes in the June 2026 Nasdaq 100 rebalance, an active M&A deal in play, and a SpaceX inclusion expected by late July.

Anjana Amarasuriya

CoreWeave (CRWV US): Rank Boost in Nasdaq100 From New Methodology

​CRWV rises in Nasdaq100 ranking under the new methodology due to unlisted shares, while CSGP, ZS, and CHTR face potential deletion in June 2026...

Dimitris Ioannidis

China's Luxury Market Set for Steady Performance Amid Unfavourable Market Environment

2016 was another bumpy year for China’s luxury goods market, plagued by the long-term impact of the anti-corruption campaign undertaken by the...

Euromonitor International Ltd.

Rising US-China Tensions Will Hurt Tourism; Who Stands to Lose (And to Gain) The Most?

Relations between the US and China could (and likely will) deteriorate in the medium-term for any of the three following reasons: a) increased...

Daniel Hellberg

The American Factor: Cars & Repatriation

Opening the Issues. Unlike the Obama days, it’s virtually impossible for investors in Thailand to ignore Donald Trump. Despite talks about Brexit,...

Athaporn Arayasantiparb, CFA

CRWV rises in Nasdaq100 ranking under the new methodology due to unlisted shares, while CSGP, ZS, and CHTR face potential deletion in June 2026...