Nasdaq 100 Rebalances as Mega-Cap Stocks Rise

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Finance Noticias

Nasdaq 100,Megacap Stocks,Rebalancing

The Nasdaq 100 Index has undergone its annual rebalancing, reducing the influence of some of the world's biggest companies like Tesla, Meta and Broadcom. Apple, Nvidia, Microsoft and Alphabet have seen their weights increase as a result of the market rally.

December 23, 2024 at 2:08PM EST As Elon Musk cozies up to Trump's entourage, analyst Dan Ives says Tesla is likely on a steady bullish incline. (Bloomberg) -- Three of the world’s biggest companies have had their influence reduced in the Nasdaq 100 Index after the giant technology rally of 2024 swelled them to unprecedented size. Tesla Inc., Meta Platforms Inc. and Broadcom Inc. all saw their share of the benchmark fall in an annual rebalancing. Apple Inc., Nvidia Corp., Microsoft Corp.

and Alphabet Inc. each came out of the annual process with larger weights, according to data compiled by Bloomberg. It’s the second time in a about a year that overseers have tweaked the index’s allocation to its biggest members, a cohort roughly synonymous with the Magnificent Seven stocks whose unstoppable appreciation has been a huge market story. Rules intended to keep too few companies from exacting too great an influence in equity gauges have gotten a workout the last few years due to the mostly artificial-intelligence fueled advance. The Nasdaq 100 is weighted roughly according to its members’ relative market caps. But it’s also governed by several provisions that can kick in when a few companies get too big. One triggers when all the constituents making up more than 4.5% of the benchmark, respectively, together add up to 48% or more. That happened first in mid-2023, requiring a reweighting then — and again recently, after Broadcom surged enough to push it over the 4.5% threshold. Nasdaq’s rules for how to carry out a megacap cull are complex and open to interpretation. But this latest reshuffle may have been governed by a rule that allows overseers to reset the weighting of the five biggest companies to just under 40% and adjust the others accordingly. A Nasdaq spokesperson declined to comment on specifics and pointed to methodologies posted on the exchange-operator’s website. “It’s very technical,” said Steve Sosnick, chief strategist at Interactive Broker

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