Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

<ul>
<li>The SP 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.</li>
<li>In this insight, we take a look at the upcoming constituent changes in the run up to the December 2025 index rebal event.</li>
<li>We expect two regular changes in December 2025. There are also multiple live M&amp;A events which are likely to trigger intra-review index changes.</li>
</ul>


The SP 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.
In this insight, we take a look at the upcoming constituent changes in the run up to the December 2025 index rebal event.
We expect two regular changes in December 2025. There are also multiple live M&amp;A events which are likely to trigger intra-review index changes.


[Quiddity Index] SP500/600 Dec25 Rebal: Two ADDs Two DELs and 3 Intra-Review Changes Likely Soon

<ul>
<li>The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.</li>
<li>In this insight, we take a look at the upcoming constituent changes in the run up to the December 2025 index rebal event.</li>
<li>We now expect two regular changes in December 2025. There are also multiple live M&amp;A and special situation events likely to trigger intra-review index changes.</li>
</ul>


The S&amp;P 500 index tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.
In this insight, we take a look at the upcoming constituent changes in the run up to the December 2025 index rebal event.
We now expect two regular changes in December 2025. There are also multiple live M&amp;A and special situation events likely to trigger intra-review index changes.


[Quiddity Index] S&P500/600 Dec25 Rebal: 2 Regular ADDs/DELs + Multiple Intra-Review Changes Coming

<ul>
<li>The SP 500 Index (you can guess) tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.</li>
<li>In this insight, we take a look at the upcoming constituent changes in the run up to the December 2025 index rebal event.</li>
<li>We expect two <em>regular</em> changes in December 2025. There are also <em>multiple live M&amp;A events which are likely to trigger intra-review index changes</em>.</li>
</ul>


The SP 500 Index (you can guess) tracks the 500 largest names listed in the US and it is one of the most highly-tracked indices in the world.
In this insight, we take a look at the upcoming constituent changes in the run up to the December 2025 index rebal event.
We expect two regular changes in December 2025. There are also multiple live M&amp;A events which are likely to trigger intra-review index changes.


[Quiddity Index] SP500/600 Dec25 Rebal: One Name (Always Bridesmaid Never the Bride) Stands Out

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>Vertiv's second quarter 2025 results reflect a diverse array of achievements and challenges, presenting an intricate picture for potential investors.</li><li>Vertiv demonstrated strong financial growth, highlighted by a 34% increase in organic sales year-on-year.</li><li>This robust expansion was most notable in the Americas and APAC regions, with respective growth rates in the mid-40% and mid-30% ranges.</li></ul>

Vertiv's second quarter 2025 results reflect a diverse array of achievements and challenges, presenting an intricate picture for potential investors.Vertiv demonstrated strong financial growth, highlighted by a 34% increase in organic sales year-on-year.This robust expansion was most notable in the Americas and APAC regions, with respective growth rates in the mid-40% and mid-30% ranges.

Vertiv’s Game-Changing Collaborations With CoreWeave & Oklo Could Truly Up Its Game; What’s Next?

<ul><li>Vertiv's second quarter of 2025 showcased mixed results, providing both opportunities and challenges in its ongoing operational strategy.</li><li>In terms of financial performance, Vertiv reported an adjusted diluted earnings per share (EPS) of $0.95, representing a substantial 42% increase from the second quarter of 2024.</li><li>This growth was primarily driven by higher adjusted operating profits and strong performance across regions — notably, sales growth was robust in the Americas and Asia-Pacific (APAC), with respective increases in the mid-40s and mid30s percentages.</li></ul>

Vertiv's second quarter of 2025 showcased mixed results, providing both opportunities and challenges in its ongoing operational strategy.In terms of financial performance, Vertiv reported an adjusted diluted earnings per share (EPS) of $0.95, representing a substantial 42% increase from the second quarter of 2024.This growth was primarily driven by higher adjusted operating profits and strong performance across regions — notably, sales growth was robust in the Americas and Asia-Pacific (APAC), with respective increases in the mid-40s and mid30s percentages.

Vertiv’s AI Bet: What The Waylay Acquisition Could Mean For The Data Center Titan!

United States

Vertiv Holdings Co operates as a holding company. The Company, through its subsidiaries, provides electrical power equipment, thermal management, racks and enclosures, monitoring and management, tools, and other services. Vertiv Holdings serves data centers, communication networks, commercial, and industrial environments worldwide.

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Vertiv Holdings Co (VRT US)

[Quiddity Index] SP500/600 Dec25 Rebal: Two ADDs Two DELs and 3 Intra-Review Changes Likely Soon

SP500 could see two changes in Dec25. One has a lot to buy if chosen. There are also a few intra-review actions/changes scheduled for the near...

Travis Lundy

[Quiddity Index] S&P500/600 Dec25 Rebal: 2 Regular ADDs/DELs + Multiple Intra-Review Changes Coming

The Dec25 SP500 rebal season threatens to be quite active. We now see two normal changes and a few intra-review changes are possible, which means...

Travis Lundy

[Quiddity Index] SP500/600 Dec25 Rebal: One Name (Always Bridesmaid Never the Bride) Stands Out

The S&P500 should have 2 ADDs + 2 DELs in Dec25 at this point. There are multiple possible intra-review M&A changes as well, which could reduce...

Travis Lundy

Vertiv’s Game-Changing Collaborations With CoreWeave & Oklo Could Truly Up Its Game; What’s Next?

Vertiv's second quarter 2025 results reflect a diverse array of achievements and challenges, presenting an intricate picture for potential...

Baptista Research

Vertiv’s AI Bet: What The Waylay Acquisition Could Mean For The Data Center Titan!

Vertiv's second quarter of 2025 showcased mixed results, providing both opportunities and challenges in its ongoing operational strategy. In terms...

Baptista Research

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