SpaceX’s Nasdaq-100 weighting is set to rise from roughly 1.28% to 2.82% in the latest quarterly rebalance, reflecting increased free-float availability after lockup expirations. The 1.54-percentage-point increase could require an estimated $15.5 billion to $22 billion in passive buying across Nasdaq-100-linked products, based on about $1.7 trillion in tracked assets. Separately, Strategy (MSTR) gained 47.65% in the month through September 18, the best return among Nasdaq-100 constituents, after closing at $153.92 following a 16.39% daily advance. Strategy held 845,050 Bitcoin as of September 13, acquired for $63.73 billion at an average cost of about $75,412 per coin, while pausing Bitcoin purchases for two reporting periods and repurchasing STRC preferred shares.