Jun. 22 at 2:00 PM
Nasdaq 100 just got a noticeable reshuffle - and these 5 names are now officially in the index.
$NBIS - AI infrastructure / data center exposure, now moving into passive flow territory.
$RKLB - space launch + defense-adjacent growth name, higher visibility from index inclusion.
$CRWV - AI compute infrastructure play, likely to see more institutional tracking going forward.
$ALAB - connectivity silicon layer for AI clusters, structural beneficiary of scaling compute demand.
$TER - semiconductor test equipment cycle name, more macro-sensitive but now index-supported.
This isn’t just a headline event - it changes how these stocks are owned. Passive flows + ETF rebalancing will now be part of the tape, not just active positioning.
Short-term noise, but medium-term liquidity profile is clearly different from before.
