The S&P 100 ETF Just Dumped Nike and Colgate for 4 AI Stocks. Here's What That Means for Your Portfolio

The iShares S&P 100 ETF replaced a toothpaste company and a mall REIT with four AI-infrastructure holdings. The rebalance highlights the growing influence of AI-related companies even within a traditionally blue-chip-oriented fund, while raising concerns about the index's evolving sector concentration.