They're in first place by a narrow 59 to 58; so for all we know it could have gone the other way, had they done the benchmarks yesterday. (AAI would have had advance knowledge of this issue, since they would have been given Carbon access in advance. I think this is sus).

I tried to figure out if I could reproduce Carbon's aggregate score using yesterday's (v4.3.2's) benchmark weights—but apparently you can't actually do that, without paying AAI. The raw numbers going into that aggregate aren't available on their public website.

would bet it has more to do with their earnings call being in an hour than timing one specific benchmarks refresh cycle