Headlines:
1. 15/22 Top S&P 500 Constituents.
2. 41.9786% Of Index.
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According To The SSGA Graphic [See Above]…
XLK [Information Technology] = 38.01% Of SPY.
However/If…
1. AMZN
2. GOOG/L +
3. META +
4. TSLA
Were Properly Re-Classified As XLK [Information Technology]…
Versus Current Classifications As…
1. XLC [Communication Services] +
2. XLY [Consumer Discretionary]
…Then The XLK Weighting Ramps =
41.9786%
…In A “Diversified” 500 Company Index.
Come…
1. Anthropic +
2. OpenAI +
3. SpaceX
…Ceteris Paribus = Likely > 50% Of SPY.
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Technology 15/22 =
NVDA 7.9526
AAPL 6.7037
MSFT 4.5727
AMZN 3.7021
GOOGL 3.3363
AVGO 2.8771
GOOG 2.6729
META 1.9994
MU 1.8862
TSLA 1.7811
AMD 1.3743
INTC .9246
LRCX .7480
CSCO .7315
AMAT .7160
Non-Technology 7/22 =
LLY 1.3784
BRK/B 1.3996
JPM 1.3264
XOM .9074
JNJ .8751
V .8388
WMT .8161
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