S&P 100 Swaps Nike for Dell, SanDisk, Arista, Palo Alto

financefeeds.com · 2026-09-08

S&P Dow Jones Indices adds Dell, Palo Alto Networks, Arista, and SanDisk to the S&P 100 on 21 September, replacing Nike and three others

TickrTrends take: BLDR is not mentioned in this index reconstitution announcement involving Nike and technology companies, so there is no direct connection to report. However, the shift in S&P 100 composition toward semiconductor and software businesses may influence sector rotation patterns that could affect industrial stocks like BLDR. Given TickrTrends' current assessment that BLDR is overvalued, investors focused on valuation should monitor whether industrial sector money flows shift as a result of the index changes.

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