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 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>They rebalance with SP500 name changes and capping mechanisms when the SP500 index is rebalanced. Here we present expected flows for the March 2026 rebal.  </li>
<li>We expect one-way flow of ~US$7.4bn in March 2026 for the Select Sector indices in total. There is of course an additional US$9.7bn for the SP500, $7.8bn for Equal Weight.</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.
They rebalance with SP500 name changes and capping mechanisms when the SP500 index is rebalanced. Here we present expected flows for the March 2026 rebal.  
We expect one-way flow of ~US$7.4bn in March 2026 for the Select Sector indices in total. There is of course an additional US$9.7bn for the SP500, $7.8bn for Equal Weight.


Quiddity Leaderboard SP Select Sector Mar26 Rebal: Still Over US$7bn One-Way Flow Expected

<ul>
<li>The Spider 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>In this insight, we have presented our expectations for capping flows and SP 500-driven sector tracking fund rebalance flows for the upcoming quarterly review in March 2026.</li>
<li>We expect one-way flow of ~US$7bn in March 2026 for the Select Sector indices in total.</li>
</ul>


The Spider 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.
In this insight, we have presented our expectations for capping flows and SP 500-driven sector tracking fund rebalance flows for the upcoming quarterly review in March 2026.
We expect one-way flow of ~US$7bn in March 2026 for the Select Sector indices in total.


Quiddity Leaderboard SP Select Sector Mar26 Rebal: One-Way US$7bn Flow Expected

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Lamb Weston Holdings, Inc. recently presented its fourth quarter and full fiscal year 2025 results, demonstrating a period of significant strategic maneuvers alongside financial challenges.</li><li>Under new leadership, including President and CEO Mike Smith, the company has adopted a "Focus to Win" strategy, aiming to bolster operational efficiencies and capitalize on market opportunities, evidenced by a $250 million annualized cost savings goal anticipated by the end of fiscal 2028.</li><li>Concurrently, the company announced board-level alignment with these strategies through a decision to receive compensation in company equity, signifying commitment to long-term growth.</li></ul>

Lamb Weston Holdings, Inc. recently presented its fourth quarter and full fiscal year 2025 results, demonstrating a period of significant strategic maneuvers alongside financial challenges.Under new leadership, including President and CEO Mike Smith, the company has adopted a "Focus to Win" strategy, aiming to bolster operational efficiencies and capitalize on market opportunities, evidenced by a $250 million annualized cost savings goal anticipated by the end of fiscal 2028.Concurrently, the company announced board-level alignment with these strategies through a decision to receive compensation in company equity, signifying commitment to long-term growth.

Lamb Weston: Cost-Saving Initiatives & Inventory Management to Help Counterbalance Rising Expenses & Maintain Competitiveness In The Market!

United States

Lamb Weston Holdings, Inc. operates as a holding company. The Company, through its subsidiaries, produces and supplies frozen potato products. Lamb Weston Holdings offers fries, oven roasted potatoes, puffs, chips, slices, and prepared potato products.

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Lamb Weston Holdings (LW 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 SP Select Sector Mar26 Rebal: Still Over US$7bn One-Way Flow Expected

The SP Sector Select indices get rebalanced at the same time with the SP500/EW indices and add more one-way flow. Across the three of them, we see...

Anjana Amarasuriya

Quiddity Leaderboard SP Select Sector Mar26 Rebal: One-Way US$7bn Flow Expected

This insight shows the breakdown of flows expected for the S&P Select Sector indices at the March rebalance. We see US$7bn a side on top of the...

Anjana Amarasuriya

Lamb Weston: Cost-Saving Initiatives & Inventory Management to Help Counterbalance Rising Expenses & Maintain Competitiveness In The Market!

Lamb Weston Holdings, Inc. recently presented its fourth quarter and full fiscal year 2025 results, demonstrating a period of significant...

Baptista Research

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