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Special rebalance for the Nasdaq 100 explained

Published 11/07/2023, 11:30
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Special rebalance for the Nasdaq 100

The US tech-heavy index Nasdaq 100 has announced a one-of-a-kind rebalance which will take place before the market opens, on Monday, 24 July 2023.

The reason behind the special rebalance is simple: the 7 top stocks have grown so much that they have reached the weight limit set by the index for each stock.

More than 50% of the index is composed only of Microsoft (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Google (NASDAQ:GOOGL), NVIDIA (NASDAQ:NVDA), Amazon (NASDAQ:AMZN), Tesla, and Meta.

The new rebalance will not remove any of the existing stocks and will not add any new ones, it will only help to redistribute the weight of the stocks to avoid overconcentration as well as reduce the risks.

The direct consequence of the newly announced rebalance of the Nasdaq is that mutual funds, ETFs and retail investors have to sell part of their existing top 7 shares (Microsoft, Apple, Google, NVIDIA, Amazon, Tesla, and Meta) and increase their positions in the remaining 93 stocks.

On today's news

  • Threads, the new social media launched last Wednesday by Meta Platform, has reached more than 100 million users worldwide and has exceeded the expectation of its owner Mark Zuckerberg. Meta stocks are going up.
  • Microsoft has announced a round of layoffs after the January job cut of 10,000 people. Yesterday the company announced that additional 276 people will have to leave Microsoft.


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