US-EU Index Rebalances / Quantitative Researcher, ORTEX

Dimitris Ioannidis

Index Rebalance professional of US, EU and Global Indices. Specialized in shareholder structure and index free float calculation, SPACs, quarterly rebalance predictions of US-EU indices and cross-index implications of corporate actions such as M&A's, Spin-offs and IPOs.

All forecasts and calculations are estimates derived from a combination of public sources considered reliable. These sources include, but are not limited to, exchange and regulatory filings, company announcements, and ETFs. While best efforts are made to maximize accuracy, estimates and predictions are subject to uncertainty.

No index data are used.

US-EU Index Rebalances / Quantitative Researcher

Fermi Inc. (FRMI): Investors Bid Up Future AI Infrastructure, Shares Close 55% Higher

Fermi Inc. (FRMI): Base Deal Upsized, IPO Investors Eye Owning a Piece of Future AI Infrastructure

Fermi Inc. (FRMI): Pre-Revenue Data Center REIT Sets Terms Seeking $13.2b Valuation

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/fermi-llc" target="_blank" data-smartkarma-citation="entities:45788:1" rel="noopener">Fermi (FRMI US)</a> went public on 1 October with a free float of ~5% and closed at $28.60 on 3 October, resulting in a company valuation of $17bn.</li>
<li>The security is expected to be added to US-R 1000 in December 2025.</li>
<li>Inclusion in other US and Global indices is anticipated in 2026 following lock-up expiry that increases the free float above minimum thresholds.</li>
</ul>



Fermi (FRMI US) went public on 1 October with a free float of ~5% and closed at $28.60 on 3 October, resulting in a company valuation of $17bn.
The security is expected to be added to US-R 1000 in December 2025.
Inclusion in other US and Global indices is anticipated in 2026 following lock-up expiry that increases the free float above minimum thresholds.


Fermi (FRMI US): Low IPO Float Delays Robust Global & US Index Inclusion