On Friday, December 12th local time, Nasdaq The company announced the results of its annual Nasdaq 100 index component reshuffle, stating that six companies will be added to the index, with the changes taking effect before the market opens on Monday, December 22, 2025.
The six companies to be included in the Nasdaq 100 index are: Alnylam Pharmaceuticals, Ferrovial, Insmed, Monolithic Power Systems, and Seagate Technology . (Seagate) and Western Digital (Western Digital).
Seagate Technology and Western Digital are both leading global providers of storage solutions. The fact that both companies are included in the Nasdaq 100 reflects the booming storage industry.
At the same time, the Nasdaq 100 index will also remove six constituent companies: Biogen Inc., CDW Corporation, GlobalFoundries Inc., Lululemon Athletica Inc., and ON Semiconductor. (ON Semiconductor Corp.) and The Trade Desk Inc.
This year, the share prices of ad tech company The Trade Desk and sportswear retailer Lululemon have fallen by about 70% and 45% respectively, making them the two worst-performing companies in the Nasdaq 100 index.
Meanwhile, all the newly selected companies have achieved at least double-digit stock price increases so far in 2025. Among them, Seagate Technology and Western Digital have both seen stock price increases of over 200%, primarily due to the storage supercycle driven by AI.
Seagate Technology is a leading global provider of hard disk drives (HDDs) and data storage solutions, with products widely used in data centers. , cloud computing Personal computers and consumer electronics Equipment. The stock has risen over 230% year-to-date.
Western Digital offers a full range of data storage solutions, including HDDs and SSDs, with solutions widely adaptable to various scenarios such as data centers and consumer electronics . The stock has risen nearly 280% year-to-date.
The Nasdaq 100 Index comprises the 100 largest non-financial companies listed on the Nasdaq Stock Exchange, primarily covering the technology and growth sectors. According to the rules, there is no minimum market capitalization requirement for inclusion in the index, but companies must meet certain conditions, such as an average daily trading volume of at least 200,000 shares.
For selected companies, inclusion in the Nasdaq 100 index will bring multiple tangible benefits, such as capital inflows and improved liquidity , as many large passive investment funds (such as the $409 billion Invesco QQQ Trust Series 1 ETF) must allocate to all the constituent stocks in the index.
(Article source: CLS)
