$NASDAQ 100(NDX)$
Which Stocks Will See Higher Nasdaq Weightings after rebalancing?
From Wells Fargo analyst report on Tuesday, it says that Starbucks (SBUX), Mondelez International (MDLZ), Booking Holdings (BKNG), Gilead Sciences (GILD), Intuitive Surgical (ISRG), Analog Devices (ADI) and Automatic Data Processing (ADP) will be bigger winners from the special rebalance. (Refer to attach)
From BoA analyst, it says that GFS, HON, CTAS, PEP, COST, CMCSA, MNST, ADP, CSCO, PCAR, ISRG, MDLZ, TMUS, CPRT, GULD will benefit from the rebalancing. (Refer to attachment)
I will pick a few of them to bet on the ride for the rebalancing wave.
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Comments
The trick will be surviving whatever happens between now and whenever the Fed starts cutting the interest rate.
With the weight adjustment, there will be a certain selling pressure for some companies whose weight has been reduced, which may weaken the trend of super giants a little in the short term, but it will not cause a greater impact
Weight adjustments help reduce concentration risk, which is also a good thing.