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

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

US R3000 Annual Forecasts - Jun26: Additions, Deletions & Migrations

UK Index September 2025 Forecast: Greece in F100 & Other New Candidates in F250

UK Index Dec25 Forecast: Largest UK IPO of the Year Among Inclusions

Shawbrook Group (SHAW): Strong Financial Performance and Significant Re-Rating Potential Post-IPO

Pan African Resources — Evolving out of Africa

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/the-schiehallion-fund-limited" target="_blank" data-smartkarma-citation="entities:46402:1" rel="noopener">Schiehallion Fund (MNTN LN)</a> is the flagship forecasted addition at the March 2026 review following its listing transfer to the LSE Main Market.</li>
<li>
<a href="https://www.smartkarma.com/entities/ashtead-group-plc" target="_blank" data-smartkarma-citation="entities:21806:1" rel="noopener">Ashtead (AHT LN)</a> is expected to experience significant supply from UK index funds in February and demand from US in June following its corporate &amp; listing structure change.</li>
<li>
<a href="https://www.smartkarma.com/entities/tritax-big-box-reit-plc" target="_blank" data-smartkarma-citation="entities:21830:1" rel="noopener">Tritax Big Box Reit (BBOX LN)</a> and <a href="https://www.smartkarma.com/entities/ig-group-holdings-plc" target="_blank" data-smartkarma-citation="entities:21989:1" rel="noopener">Ig Group Holdings (IGG LN)</a> are the main candidates to replace <a href="https://www.smartkarma.com/entities/ashtead-group-plc" target="_blank" data-smartkarma-citation="entities:21806:1" rel="noopener">Ashtead (AHT LN)</a> and be added to F100 at the review.</li>
</ul>



Schiehallion Fund (MNTN LN) is the flagship forecasted addition at the March 2026 review following its listing transfer to the LSE Main Market.

Ashtead (AHT LN) is expected to experience significant supply from UK index funds in February and demand from US in June following its corporate &amp; listing structure change.

Tritax Big Box Reit (BBOX LN) and Ig Group Holdings (IGG LN) are the main candidates to replace Ashtead (AHT LN) and be added to F100 at the review.


UK Index Forecasts - Mar26: Schiehallion Fund Headlines F250; Ashtead Moves to US