
Foresight News|Sep 04, 2025 14:41
[Bloomberg: Strategy Becomes Potential Candidate for S&P 500 Index, Could Receive $16 Billion Investment if Included]
Foresight News reports, according to Bloomberg, Strategy has become a potential candidate for inclusion in the S&P 500 Index. Based on current rules, last quarter's $14 billion in unrealized gains theoretically meets the profitability requirements for index eligibility. According to analysis by Stephens Inc., if approved, passive funds tracking the index would be forced to purchase nearly 50 million shares, valued at approximately $16 billion at current prices. However, beyond profitability, the S&P committee will also evaluate liquidity, profitability, and trading history, as well as make judgments based on industry balance. For example, companies included must be highly liquid U.S. companies with a market capitalization of at least $22.7 billion and must have achieved positive income in the most recent quarter and the past four quarters.
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