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.

Index Rebalance

<ul>
<li>
<a href="https://www.smartkarma.com/entities/vertiv-holdings-co" target="_blank" data-smartkarma-citation="entities:33140:1" rel="noopener">Vertiv Holdings Co (VRT US)</a> and <a href="https://www.smartkarma.com/entities/coherent-corp" target="_blank" data-smartkarma-citation="entities:9518:1" rel="noopener">Coherent (COHR US)</a> are the main candidates for addition, based on high eligibility scores.</li>
<li>
<a href="https://www.smartkarma.com/entities/marvell-technology-inc" target="_blank" data-smartkarma-citation="entities:15837:1" rel="noopener">Marvell Technology (MRVL 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> face reduced conviction due to tech-sector balance.</li>
<li>
<a href="https://www.smartkarma.com/entities/echostar-corp-a" target="_blank" data-smartkarma-citation="entities:3225:1" rel="noopener">Echostar Corp A (SATS US)</a> faces reduced conviction because of earnings and float cap.</li>
</ul>



Vertiv Holdings Co (VRT US) and Coherent (COHR US) are the main candidates for addition, based on high eligibility scores.

Marvell Technology (MRVL US) and Lumentum Holdings (LITE US) face reduced conviction due to tech-sector balance.

Echostar Corp A (SATS US) faces reduced conviction because of earnings and float cap.


S&P500 March 2026 Forecast: VRT, COHR & SATS Leading the Pack

Index Rebalance and Special Situations Coverage, Quiddity Advisors

Anjana Amarasuriya

Index Rebalance and Special Situations Coverage

Quiddity Advisors

Pan-Asia Catalysts/Events

<ul>
<li>The SP 500 index tracks the 500 largest US-listed names and is one of the most highly-tracked indices in the world.</li>
<li>The rankings used for the March 2026 index rebal event will be based on yesterday's (4th March 2026) opening prices. The announcement will be made after the close on Friday.</li>
<li>In this insight, we take a look at our final expectations for ADDs/DELs (along with a tracker of all live spinoff/M&amp;A events which affect the index the next few quarters).</li>
</ul>


The SP 500 index tracks the 500 largest US-listed names and is one of the most highly-tracked indices in the world.
The rankings used for the March 2026 index rebal event will be based on yesterday's (4th March 2026) opening prices. The announcement will be made after the close on Friday.
In this insight, we take a look at our final expectations for ADDs/DELs (along with a tracker of all live spinoff/M&amp;A events which affect the index the next few quarters).


Quiddity Leaderboard SP500/600 Mar26 Rebal: Final Expectations

<ul>
<li>The SP 500 index tracks the 500 largest US-listed names and is one of the most highly-tracked indices in the world. </li>
<li>We expect two changes during the March 2026 regular rebalance. One intra-review index change is possible but unlikely before the regular rebalance is announced.</li>
<li>One name stands out as more interesting than the others.</li>
</ul>


The SP 500 index tracks the 500 largest US-listed names and is one of the most highly-tracked indices in the world. 
We expect two changes during the March 2026 regular rebalance. One intra-review index change is possible but unlikely before the regular rebalance is announced.
One name stands out as more interesting than the others.


Quiddity Leaderboard SP500/600 Mar26 Rebal: Base Date Is Less Than A Month Away

Index Rebal/Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal/Special Situations

<ul>
<li>A major global index provider will announce its quarterly review results on 10th February 2026. There could be tens of billions of dollars of flows during this event.</li>
<li>This insight shows our final expectations for ADDs/DELs for all 47 markets in the index universe for the upcoming rebal event.</li>
<li>The Inclusion/Exclusion events will take place at the end of February 2026.</li>
</ul>


A major global index provider will announce its quarterly review results on 10th February 2026. There could be tens of billions of dollars of flows during this event.
This insight shows our final expectations for ADDs/DELs for all 47 markets in the index universe for the upcoming rebal event.
The Inclusion/Exclusion events will take place at the end of February 2026.


Quiddity Predictions for the Major Global Index Rebal in Feb 2026

Smartkarma AI Primers, Smartkarma

αSK Primers

Smartkarma AI Primers

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Bottom-Up

<ul>
  <li>
<a href="https://smartkarma.com/entities/coherent-corp">Coherent </a>is strategically positioned to capitalize on the secular growth in Artificial Intelligence, with a significant portion of its revenue tied to high-speed optical components for data centers.</li>
  <li>Following the transformative merger with II-VI, the company has emerged as a vertically integrated leader in materials, networking, and lasers, offering a comprehensive product portfolio across diverse end markets.</li>
  <li>While facing cyclical headwinds in industrial and electronics markets and risks associated with post-merger integration, the company's focus on high-growth segments, margin expansion, and debt reduction presents a compelling long-term value proposition.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  
Coherent is strategically positioned to capitalize on the secular growth in Artificial Intelligence, with a significant portion of its revenue tied to high-speed optical components for data centers.
  Following the transformative merger with II-VI, the company has emerged as a vertically integrated leader in materials, networking, and lasers, offering a comprehensive product portfolio across diverse end markets.
  While facing cyclical headwinds in industrial and electronics markets and risks associated with post-merger integration, the company's focus on high-growth segments, margin expansion, and debt reduction presents a compelling long-term value proposition.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

United States

Coherent Corp. designs engineered materials and optoelectronic components. The Company offers products to industrial, optical communications, military, life sciences, semiconductor equipment, and consumer markets. Coherent also manufactures semiconductor lasers and optics for high power industrial lasers, optical communications systems, datacenter connectivity, and 3D sensing.

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Coherent (COHR US)

S&P500 March 2026 Forecast: VRT, COHR & SATS Leading the Pack

Announced additions: VRT, COHR, SATS and LITE. Following the announcement, all four are trading higher in after hours by 5.2%, 0.7%, 3.2%, and...

Dimitris Ioannidis

Quiddity Leaderboard SP500/600 Mar26 Rebal: Final Expectations

Final expectations are presented for the S&P500 March 2026 rebalance, with SP 600 DELETEs also presented, which we think represent good trade ideas...

Anjana Amarasuriya

Quiddity Leaderboard SP500/600 Mar26 Rebal: Base Date Is Less Than A Month Away

The base date is approaching next week and this is a good time to revisit the insight. Lamb Weston has replaced Molina Healthcare in our top...

Anjana Amarasuriya

Quiddity Predictions for the Major Global Index Rebal in Feb 2026

There were 124 changes confirmed for the Feb26 rebal. We correctly predicted 108 changes which is 87% of the confirmed changes. We achieved hit...

Janaghan Jeyakumar, CFA

Primer: Coherent ( COHR US) - Sep 2025

Coherent is strategically positioned to capitalize on the secular growth in Artificial Intelligence, with a significant portion of its revenue...

αSK Primers

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