Analysis of index inclusions, exclusions, constituent changes, reweightings and cappings

Index Rebalance

Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

Quantitative Analysis

Analysis of corporate actions with a defined catalyst, such as M&As, spin-offs, demergers, and discount arbitrage (e.g., holdco, share-class)

Event-Driven

United States

Canada

Marvell Technology, Inc. develops and produces semiconductors and related technology. The Company offers security and networking platform, secure data processing, networking, and storage solutions. Marvell Technology serves customers worldwide.

Electronic Arts Inc. develops, publishes, and distributes branded interactive entertainment software worldwide for video game consoles, personal computers, handheld game players, and cellular handsets. The Company also provides online game-related services.

Flex Ltd. operates as an electronics manufacturing services company. The Company designs and develops original design manufacturing (ODM) products for aerospace and defense, cloud, digital health, lighting, housing, energy, industrial, and communication industries. Flex serves customers worldwide.

Cheniere Energy, Inc. is an energy company focused on LNG-related businesses. The Company owns and operates liquefied natural gas (LNG) receiving terminals and liquefied natural gas (LNG) pipelines. Cheniere Energy manages and operates projects in Louisiana and Texas.

Astera Labs, Inc. provides semiconductor-based connectivity solutions. The Company develops and deploys intelligent connectivity platforms built for cloud and AI infrastructure. Astera Labs serves customers in the United States, Canada, China, Taiwan, and Israel.

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.

TechnipFMC is a global technology provider to the traditional and new energy industries, delivering integrated projects, products, and services. The company specializes in subsea production systems, integrated Engineering, Procurement, Construction, and Installation (iEPCI) projects, and surface wellhead and pressure control solutions for oil and gas operators. It was formed in 2017 through the merger of Technip and FMC Technologies and is headquartered in Newcastle upon Tyne, United Kingdom.

EchoStar Corporation manufactures broadcast satellite receivers and antennas, and offers commercial satellite services.

DexCom Inc. is a medical device company focused on the design and development of continuous glucose monitoring systems for people with diabetes.  The Company has developed a small implantable device that continuously measures glucose levels in subcutaneous tissue just under the skin, and a small external receiver to which the sensor transmits glucose levels at specified intervals.

eBay Inc. operates an online trading community.  The Company's service is used by buyers and sellers for the exchange of products and services such as coins, collectibles, computers, memorabilia, stamps and toys, as well as concert and sporting tickets.  eBay also offers, through a subsidiary, secure online payment services.

Anjana Amarasuriya
Index Rebalance and Special Situations Coverage
• Quiddity Advisors

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