Strategy's Potential Inclusion in S&P 500 Sparks Interest

According to Foresight News, Strategy is being considered as a potential addition to the S&P 500 index. Bloomberg reports that the company's unrealized gains of $14 billion last quarter theoretically meet the profitability criteria required for inclusion. Stephens Inc. analysts suggest that if Strategy is approved, passive funds tracking the index would need to purchase nearly 50 million shares, valued at approximately $16 billion at current prices. Beyond profitability, the S&P committee will evaluate factors such as liquidity, profitability, and trading history, while also considering industry balance. To be included, companies must be highly liquid U.S. firms with a market capitalization of at least $22.7 billion and must have reported positive earnings in the most recent quarter and over the past four quarters.