Sep. 4 at 4:29 PM
$BE One is Bloom Energy BE , the largest eligible company, with a recent market cap of about
$72 billion. Bloom was overlooked in the past two cycles, but Roberts said conditions might be more favorable this time.
$BLDR will be getting the boot
Builders FirstSource BLDR is one of the smallest companies in the S&P 500 currently, and if it were to be removed in the upcoming rebalancing, that would create a “reason to add new industrial name” like Bloom, Roberts noted.