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

S&P500 June 2025 Review Forecast: Weak but Interactive, Time for Duolingo?

S&P500 September 2025 Initial Forecast: MicroStrategy (MSTR) Emerges Post-Earnings

S&P500 September 2025 Final Forecast: HOOD, EME & 50/50 on MSTR/APP

S&P500 December 2024 Forecast (Final): Flipping the COIN

S&P500 December 2024 Forecasts: APP, APO and TPL Leading the Pack

DoorDash Inc.: Expansion Into New Verticals & Enhancing Grocery Delivery To Catalyze Growth!

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/applovin-corp" target="_blank" data-smartkarma-citation="entities:32989:1" rel="noopener">AppLovin (APP US)</a> is forecasted to replace <a href="https://www.smartkarma.com/entities/discover-financial-services" target="_blank" data-smartkarma-citation="entities:11966:1" rel="noopener">Discover Financial Services (DFS US)</a> in S&amp;P500 on 19 May following <a href="https://www.smartkarma.com/entities/capital-one-financial-corp" target="_blank" data-smartkarma-citation="entities:255:1" rel="noopener">Capital One's</a> approved acquisition.</li>
<li>
<a href="https://www.smartkarma.com/entities/crh-plc-054117b2-cd70-470a-9efc-8f6fab2c83ec" target="_blank" data-smartkarma-citation="entities:28655:1" rel="noopener">CRH (CRH US)</a> and <a href="https://www.smartkarma.com/entities/coinbase-global-inc" target="_blank" data-smartkarma-citation="entities:32227:1" rel="noopener">Coinbase Global (COIN US)</a> are forecasted to be added by June-July following the expected acquisitions of <a href="https://www.smartkarma.com/entities/kellogg-co" target="_blank" data-smartkarma-citation="entities:16090:1" rel="noopener">Kellogg Co (K US)</a> and <a href="https://www.smartkarma.com/entities/ansys-inc" target="_blank" data-smartkarma-citation="entities:15473:1" rel="noopener">Ansys Inc (ANSS US)</a>. </li>
<li>Zero changes are forecasted for S&amp;P500 at the June 2025 review due to limited strong addition candidates which will be selected as replacements of upcoming acquisitions.</li>
</ul>



AppLovin (APP US) is forecasted to replace Discover Financial Services (DFS US) in S&amp;P500 on 19 May following Capital One's approved acquisition.

CRH (CRH US) and Coinbase Global (COIN US) are forecasted to be added by June-July following the expected acquisitions of Kellogg Co (K US) and Ansys Inc (ANSS US). 
Zero changes are forecasted for S&amp;P500 at the June 2025 review due to limited strong addition candidates which will be selected as replacements of upcoming acquisitions.


S&P500: Additions In May & June 2025 Following Capital One's Approved Acquisition