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

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

X-Energy Inc. (XE): Nuclear Play Ignites, IPO Jumps 27% on Day One

X-Energy Inc. (XE): Ark Invest Anchoring Nuclear Reactor Tech IPO

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/x-energy-inc" target="_blank" data-smartkarma-citation="entities:47990:1" rel="noopener">X-Energy (XE US)</a> went public on 24 April on Nasdaq and has a current market cap of $13.4bn following a price surge of ~50% above offer price.</li>
<li>Inclusion in US indices is expected in June 2026 with an upweight in December 2026 following the IPO lock-up expiry.</li>
<li>
<a href="https://www.smartkarma.com/entities/x-energy-inc" target="_blank" data-smartkarma-citation="entities:47990:1" rel="noopener">X-Energy (XE US)</a> is expected to be added to Global SmallCap in December 2026 while it may fail the float cap threshold in the other Global index.</li>
</ul>



X-Energy (XE US) went public on 24 April on Nasdaq and has a current market cap of $13.4bn following a price surge of ~50% above offer price.
Inclusion in US indices is expected in June 2026 with an upweight in December 2026 following the IPO lock-up expiry.

X-Energy (XE US) is expected to be added to Global SmallCap in December 2026 while it may fail the float cap threshold in the other Global index.


X-Energy (XE US): 아마존 투자 기업, IPO 후 미국 지수 편입 및 비중 확대