US-EU Index Rebalances / Quantitative Researcher, ORTEX

Dimitris Ioannidis

US-EU Index Rebalances / Quantitative Researcher

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>Rosebank Industries (ROSE LN), with a $4.7bn market cap, is the flagship F250 and All-Share forecasted addition following its listing transfer from AIM to Main Market.</li>
<li>
<a href="https://www.smartkarma.com/entities/harbour-energy-plc" target="_blank" data-smartkarma-citation="entities:25251:1" rel="noopener">Harbour Energy (HBR LN)</a> and <a href="https://www.smartkarma.com/entities/ithaca-energy-inc" target="_blank" data-smartkarma-citation="entities:23303:1" rel="noopener">Ithaca Energy (IAE LN)</a> are the main candidates to be added to F100 from F250 replacing <a href="https://www.smartkarma.com/entities/rightmove-plc" target="_blank" data-smartkarma-citation="entities:22116:1" rel="noopener">Rightmove (RMV LN)</a> and <a href="https://www.smartkarma.com/entities/berkeley-group-holdings-plc" target="_blank" data-smartkarma-citation="entities:21837:1" rel="noopener">Berkeley Group (BKG LN)</a>. </li>
<li>Barings Emerging EMEA Opportunities (BEMO LN) and Dialight (DIA LN) are high ADV-impact forecasted additions to SmallCap due to passing liquidity.</li>
</ul>


Rosebank Industries (ROSE LN), with a $4.7bn market cap, is the flagship F250 and All-Share forecasted addition following its listing transfer from AIM to Main Market.

Harbour Energy (HBR LN) and Ithaca Energy (IAE LN) are the main candidates to be added to F100 from F250 replacing Rightmove (RMV LN) and Berkeley Group (BKG LN). 
Barings Emerging EMEA Opportunities (BEMO LN) and Dialight (DIA LN) are high ADV-impact forecasted additions to SmallCap due to passing liquidity.


UK Index Forecasts - Jun26: ROSE Blossoms Into F250 Following Listing Transfer

Providing investors with a balanced perspective, Massif Capital

Massif Capital Research

Providing investors with a balanced perspective

Massif Capital

Research focused on providing investors with a balanced perspective on the environmental and economic realities of achieving a carbon-neutral economy for businesses within the Energy, Basic Materials and Industrial industries.

The Massif Capital Real Asset Strategy is a global long/short equity strategy built around bottom-up stock picking. We are focused on creating a portfolio of businesses from within the Energy, Basic Materials and Industrial sectors that balance the environmental and economic realities of achieving a carbon-neutral economy.

Cross Asset Strategy

<ul><li>The first quarter's results were driven by mining and energy investments.</li><li>The Norwegian upstream complex (Var Energi, Equinor, Aker BP), joined by the UK's Harbour Energy, contributed a combined 12.0% of gross quarterly returns.</li><li>The materials sleeve added a further 11.2%, with performance split between miners and the warrant book. </li></ul>

The first quarter's results were driven by mining and energy investments.The Norwegian upstream complex (Var Energi, Equinor, Aker BP), joined by the UK's Harbour Energy, contributed a combined 12.0% of gross quarterly returns.The materials sleeve added a further 11.2%, with performance split between miners and the warrant book. 

Index Rebalance and Special Situations, Quiddity Advisors

Afridi Reyal

Index Rebalance and Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

<ul>
<li>In this insight, we take a look at the potential index changes for the F100 and F250 in the run-up to the June 2026 index rebal event.</li>
<li>Our latest estimates suggest there could be four regular changes for F100 and five regular changes for F250 during the June 2026 rebal.</li>
<li>We see three transfers and one new listing being added to the F250 index. Naturally, we expect F250 and FAllShare passive trackers to buy these names.</li>
</ul>


In this insight, we take a look at the potential index changes for the F100 and F250 in the run-up to the June 2026 index rebal event.
Our latest estimates suggest there could be four regular changes for F100 and five regular changes for F250 during the June 2026 rebal.
We see three transfers and one new listing being added to the F250 index. Naturally, we expect F250 and FAllShare passive trackers to buy these names.


Quiddity Leaderboard F100/F250 Jun26: Rosebank and Cordiant as F250 ADDs; 2 Weeks to Base Date

<ul>
<li>In this insight, we take a look at the potential index changes for the F100 and F250 in the run-up to the June 2026 index rebal event.</li>
<li>Our latest estimates suggest there could be one regular change for F100 and two regular changes for F250 during the June 2026 rebal.</li>
<li>
<a href="https://www.smartkarma.com/entities/carnival-plc" target="_blank" data-smartkarma-citation="entities:21869:1" rel="noopener">Carnival (CCL LN)</a> is set to be deleted from F250 on 5th May 2026. Its replacement is being announced today and we have shared our final expectation.</li>
</ul>


In this insight, we take a look at the potential index changes for the F100 and F250 in the run-up to the June 2026 index rebal event.
Our latest estimates suggest there could be one regular change for F100 and two regular changes for F250 during the June 2026 rebal.

Carnival (CCL LN) is set to be deleted from F250 on 5th May 2026. Its replacement is being announced today and we have shared our final expectation.


Quiddity Leaderboard F100/F250 Jun26: Carnival F250 Replacement 5 May; One F100 and Two F250 Changes

<ul>
<li>In this insight, we take a look at the potential index changes for the F100 and F250 in the run-up to the June 2026 index rebal event.</li>
<li>Our latest estimates suggest there could be two regular changes for F100 and one regular change for F250 during the June 2026 rebal.</li>
<li>We see two M&amp;A-related intra-review changes for the F250 index after the rebal event.</li>
</ul>


In this insight, we take a look at the potential index changes for the F100 and F250 in the run-up to the June 2026 index rebal event.
Our latest estimates suggest there could be two regular changes for F100 and one regular change for F250 during the June 2026 rebal.
We see two M&amp;A-related intra-review changes for the F250 index after the rebal event.


Quiddity Leaderboard F100/F250 Jun26: Two F100 and One F250 Changes; Two Months till the Base Date

United Kingdom

Harbour Energy PLC operates as an oil and gas company. The Company offers oil and gas exploration and products services. Harbour Energy serves customers worldwide.

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Harbour Energy (HBR LN)

UK Index Forecasts - Jun26: ROSE Blossoms Into F250 Following Listing Transfer

Rosebank Industries is set to be added to F250 and All-Share following its transfer to the Main Market, while Harbour Energy and Ithaca Energy are...

Dimitris Ioannidis

1Q2026 Letter to Investors

The first quarter's results were driven by mining and energy investments. The Norwegian upstream complex (Var Energi, Equinor, Aker BP), joined by...

Massif Capital Research

Quiddity Leaderboard F100/F250 Jun26: Rosebank and Cordiant as F250 ADDs; 2 Weeks to Base Date

We see F250 and FAllShare passive buying for Rosebank, Cordiant, GlobalData, and Meridian on 19th June 2026. We also expect four changes to F100.

Afridi Reyal

Quiddity Leaderboard F100/F250 Jun26: Carnival F250 Replacement 5 May; One F100 and Two F250 Changes

We see one F100 and two F250 changes. Harbour hovers around the F100 ADD border, while Seraphim and Young &Co sit close to the F250 ADD border.

Afridi Reyal

Quiddity Leaderboard F100/F250 Jun26: Two F100 and One F250 Changes; Two Months till the Base Date

We see two F100 changes and one F250 change so far. We have a little over two months to the base date and changes could happen until then.

Afridi Reyal

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

UK Index Forecasts - Jun26: ROSE Blossoms Into F250 Following Listing Transfer

​Rosebank Industries is set to be added to F250 and All-Share following its transfer to the Main Market, while Harbour Energy and Ithaca Energy are...

Dimitris Ioannidis

1Q2026 Letter to Investors

The first quarter's results were driven by mining and energy investments. The Norwegian upstream complex (Var Energi, Equinor, Aker BP), joined by...

Massif Capital Research

Quiddity Leaderboard F100/F250 Jun26: Rosebank and Cordiant as F250 ADDs; 2 Weeks to Base Date

We see F250 and FAllShare passive buying for Rosebank, Cordiant, GlobalData, and Meridian on 19th June 2026. We also expect four changes to F100.

Afridi Reyal

Quiddity Leaderboard F100/F250 Jun26: Carnival F250 Replacement 5 May; One F100 and Two F250 Changes

We see one F100 and two F250 changes. Harbour hovers around the F100 ADD border, while Seraphim and Young &Co sit close to the F250 ADD border.

Afridi Reyal

Quiddity Leaderboard F100/F250 Jun26: Two F100 and One F250 Changes; Two Months till the Base Date

We see two F100 changes and one F250 change so far. We have a little over two months to the base date and changes could happen until then.

Afridi Reyal

Rosebank Industries is set to be added to F250 and All-Share following its transfer to the Main Market, while Harbour Energy and Ithaca Energy are...