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 June 2026 index review results for the Nasdaq 100 were announced after market close on 11 June 2026.</li>
<li>There are 5 ADD/DELs for the Nasdaq 100 for Jun26 index rebal event as we predicted (we predicted all of them correctly).</li>
<li>In this insight, we take a look at our final flow expectations for each of these confirmed index changes.</li>
</ul>


The June 2026 index review results for the Nasdaq 100 were announced after market close on 11 June 2026.
There are 5 ADD/DELs for the Nasdaq 100 for Jun26 index rebal event as we predicted (we predicted all of them correctly).
In this insight, we take a look at our final flow expectations for each of these confirmed index changes.


Quiddity Nasdaq 100 Jun26 Results: First Rebalance Under New Methodology Sees 10 Changes

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>There are 5 additions and 5 deletions expected in Nasdaq100 at the June 2026 review following the new methodology.</li>
<li>
<a href="https://www.smartkarma.com/entities/rocket-lab-usa-inc" target="_blank" data-smartkarma-citation="entities:37023:1" rel="noopener">Rocket Lab (RKLB US)</a> is forecasted to become eligible <em>after</em> the June 2026 review following its recent listing transfer from the Nasdaq Capital Market to Nasdaq Global Market.</li>
<li>
<a href="https://www.smartkarma.com/entities/flex-ltd" target="_blank" data-smartkarma-citation="entities:36680:1" rel="noopener">Flex (FLEX US)</a> is projected to be a high-impact addition to Nasdaq100 combined with its expected S&amp;P500 inclusion in June 2026.</li>
</ul>


There are 5 additions and 5 deletions expected in Nasdaq100 at the June 2026 review following the new methodology.

Rocket Lab (RKLB US) is forecasted to become eligible after the June 2026 review following its recent listing transfer from the Nasdaq Capital Market to Nasdaq Global Market.

Flex (FLEX US) is projected to be a high-impact addition to Nasdaq100 combined with its expected S&amp;P500 inclusion in June 2026.


Rocket Lab (RKLB US): Delayed Launch Into Nasdaq100 After 10 Expected Changes in Jun26

Charter Communications  / Index Rebalance

<ul>
<li>The Nasdaq 100 index tracks the 100 largest names listed on the Nasdaq Stock Exchange.</li>
<li>In this insight, we have presented our final expectations for ADDs and DELs for the upcoming June 2026 index rebal event.</li>
<li>We expect over US$9.4bn one-way flows for Nasdaq 100 during the June 2026 index rebal event.</li>
</ul>


The Nasdaq 100 index tracks the 100 largest names listed on the Nasdaq Stock Exchange.
In this insight, we have presented our final expectations for ADDs and DELs for the upcoming June 2026 index rebal event.
We expect over US$9.4bn one-way flows for Nasdaq 100 during the June 2026 index rebal event.


Quiddity Leaderboard Nasdaq100 Jun26 Rebal: Final Expectations

<ul>
<li>The SP Select Sector indices are a family of 11 sector-specific indices derived from the SP 500 index based on GICS (Global Industry Classification Standard) classifications.</li>
<li>The Technology Select Sector Index is back on top with US$5.1 bn one-way flow while the  Communication Services Select Sector Index still has significant flows.</li>
<li>The pending intra-review deal could trigger additional intra-review flows of ~US$1bn across the Select Sector indices if the deal closes before the June 2026 regular rebalance.</li>
</ul>


The SP Select Sector indices are a family of 11 sector-specific indices derived from the SP 500 index based on GICS (Global Industry Classification Standard) classifications.
The Technology Select Sector Index is back on top with US$5.1 bn one-way flow while the  Communication Services Select Sector Index still has significant flows.
The pending intra-review deal could trigger additional intra-review flows of ~US$1bn across the Select Sector indices if the deal closes before the June 2026 regular rebalance.


Quiddity Leaderboard SP Select Sector Jun26 Rebal: One-Way Flow Climbs ~US$4bn In A Month

<ul>
<li>
<a href="https://www.smartkarma.com/entities/bloom-energy-corp" target="_blank" data-smartkarma-citation="entities:34062:1" rel="noopener">Bloom Energy (BE US)</a> became eligible for S&amp;P500 inclusion following positive Q1 earnings released on 28 April 2026.</li>
<li>The company's market cap and other eligibility metrics are estimated to place it among the top 5 addition candidates for S&amp;P500 with a chance of inclusion in June 2026.</li>
<li>Top forecasted additions for the June 2026 review are <a href="https://www.smartkarma.com/entities/flex-ltd" target="_blank" data-smartkarma-citation="entities:36680:1" rel="noopener">Flex (FLEX US)</a> and <a href="https://www.smartkarma.com/entities/technipfmc-plc-2f8326ad-9188-44ca-bada-c9b9144835fd" target="_blank" data-smartkarma-citation="entities:13457:1" rel="noopener">TechnipFMC (FTI US)</a>.</li>
</ul>



Bloom Energy (BE US) became eligible for S&amp;P500 inclusion following positive Q1 earnings released on 28 April 2026.
The company's market cap and other eligibility metrics are estimated to place it among the top 5 addition candidates for S&amp;P500 with a chance of inclusion in June 2026.
Top forecasted additions for the June 2026 review are Flex (FLEX US) and TechnipFMC (FTI US).


Bloom Energy (BE US): Blooming Earnings Unlock S&P500 Eligibility

United States

Flex Ltd. operates as an electronics manufacturing services company. The Company designs and develops original design manufacturing (ODM) products for aerospace and defense, cloud, digital health, lighting, housing, energy, industrial, and communication industries. Flex serves customers worldwide.

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Flex (FLEX US)

Quiddity Nasdaq 100 Jun26 Results: First Rebalance Under New Methodology Sees 10 Changes

Nasdaq confirmed the fast-entry addition of SpaceX to the Nasdaq 100 after the close on 26 June 2026, precisely in line with our timeline....

Anjana Amarasuriya

Rocket Lab (RKLB US): Delayed Launch Into Nasdaq100 After 10 Expected Changes in Jun26

From the methodology footnote it was derived that Nasdaq-affiliated exchanges exclude the Nasdaq Capital Market where RKLB traded until May26 so...

Dimitris Ioannidis

Quiddity Leaderboard Nasdaq100 Jun26 Rebal: Final Expectations

First Nasdaq 100 quarterly rebal under the new rules: five DELs, five ADDs, and ~US$9.4bn of one-way flow expected in June 2026.

Anjana Amarasuriya

Quiddity Leaderboard SP Select Sector Jun26 Rebal: One-Way Flow Climbs ~US$4bn In A Month

Over US$37bn of one-way flow expected across SP 500, Select Sectors, and Equal Weight at the June 2026 rebalance. The pending M&A deal could add...

Anjana Amarasuriya

Bloom Energy (BE US): Blooming Earnings Unlock S&P500 Eligibility

Bloom Energy became a strong candidate for S&P500 inclusion after positive Q1 earnings and with the EA acquisition hence replacement expected by...

Dimitris Ioannidis

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