The Nasdaq has finalized its annual index rebalancing for the Nasdaq-100, with significant portfolio changes set to commence ahead of market opening on December 22, 2025. This reconstitution reflects evolving market dynamics and shifts in company valuations within the benchmark index.
Companies Entering the Index
Six fresh players are joining the Nasdaq-100 ranks. The new additions include Alnylam Pharmaceuticals (ALNY), Ferrovial (FER), Insmed (INSM), Monolithic Power Systems (MPWR), Seagate Technology (STX), and Western Digital (WDC). These inclusions suggest strengthened market positions and enhanced relevance to the index’s composition criteria.
Companies Departing from the Index
Simultaneously, six established members are being delisted from the benchmark. The departing companies are Biogen (BIIB), CDW Corporation (CDW), GlobalFoundries (GFS), Lululemon Athletica (LULU), ON Semiconductor (ON), and The Trade Desk (TTD). Their removal indicates shifting competitive landscapes or adjusted weighting priorities within the index framework.
Market Implications
This annual reconstitution process is a routine but consequential event for the Nasdaq-100, which serves as a barometer for major tech and growth-oriented companies. The rebalancing ensures the index remains aligned with current market realities and investor interests. As these changes take effect, market participants will be monitoring the impact on portfolio performance and sector representation within this influential benchmark gauge.
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Nasdaq-100 Index Shifts Portfolio with Major Reshuffling—Six Additions and Six Removals Ahead
The Nasdaq has finalized its annual index rebalancing for the Nasdaq-100, with significant portfolio changes set to commence ahead of market opening on December 22, 2025. This reconstitution reflects evolving market dynamics and shifts in company valuations within the benchmark index.
Companies Entering the Index
Six fresh players are joining the Nasdaq-100 ranks. The new additions include Alnylam Pharmaceuticals (ALNY), Ferrovial (FER), Insmed (INSM), Monolithic Power Systems (MPWR), Seagate Technology (STX), and Western Digital (WDC). These inclusions suggest strengthened market positions and enhanced relevance to the index’s composition criteria.
Companies Departing from the Index
Simultaneously, six established members are being delisted from the benchmark. The departing companies are Biogen (BIIB), CDW Corporation (CDW), GlobalFoundries (GFS), Lululemon Athletica (LULU), ON Semiconductor (ON), and The Trade Desk (TTD). Their removal indicates shifting competitive landscapes or adjusted weighting priorities within the index framework.
Market Implications
This annual reconstitution process is a routine but consequential event for the Nasdaq-100, which serves as a barometer for major tech and growth-oriented companies. The rebalancing ensures the index remains aligned with current market realities and investor interests. As these changes take effect, market participants will be monitoring the impact on portfolio performance and sector representation within this influential benchmark gauge.