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This Week's Bonus Content S&P 500 Rebalancing: 3 Key AI Stocks Earn Their Spot in the IndexSubmitted by Leo Miller. Article Published: 3/26/2026. 
Key Points - Four are stocks in, and four stocks are out; the S&P 500 just got reshuffled.
- Three top AI stocks, LITE, COHR, and VRT, are among the names entering.
- Meanwhile, a name that has been working closely with Elon Musk's SpaceX is also entering the index.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
The S&P 500 has completed its latest quarterly rebalancing, with four additions and four removals. Notably, three of the new entrants are closely tied to the artificial intelligence (AI) data-center buildout. Here's a look at the names that were removed and the companies entering the index. These changes took effect before the market opened on March 23. MTCH, MOH, LW, PAYC Get the Boot, SATS Gets In Below are the four stocks that the S&P 500 removed: All four have fallen at least 60% from their all-time highs, shrinking market capitalizations to around or below $7 billion. S&P Dow Jones Indices notes that eligible additions must have a market capitalization of $22.7 billion or more. While that threshold is not required to remain in the index, companies below it are often considered for removal. Even after these removals, many companies that remain in the S&P 500 have market caps below $22.7 billion. To avoid large, abrupt turnover, S&P Dow Jones Indices typically limits quarterly changes to roughly four additions and four removals. Outside of the three AI-related names, the S&P 500 added EchoStar (NASDAQ: SATS). EchoStar, which is associated with Dish TV, has seen its stock rise roughly 300% over the past 52 weeks as it sold valuable spectrum licenses—primarily to Elon Musk's SpaceX. Holding spectrum licenses gives a company the right to transmit signals over specific radio frequencies, which is essential for telecommunications. Reports indicate that through the deal with SpaceX, SpaceX now owns roughly 2.8% of EchoStar, so some investors view EchoStar as a way to gain indirect exposure to Musk's private space firm. LITE & COHR: Optics Giants Enter the S&P After Massive Gains AI-related stocks Lumentum (NASDAQ: LITE) and Coherent (NYSE: COHR) are joining the index after spectacular runs: Lumentum has gained nearly 1,000% in the past 52 weeks, while Coherent is up more than 250%. Both have benefited from a key shift in data-center networking. Networking equipment connects data-center components and enables communication between them. Historically, much of this equipment has relied on copper cabling and electrical signaling. But as data centers handle ever-larger volumes of information, operators are shifting toward optical networking. Optical equipment transmits signals using light, enabling higher speeds and better thermal performance compared with copper. It remains more expensive and, historically, less proven, so operators often delay the transition where they can. Over time, however, the trend toward optical is likely to continue—putting Lumentum and Coherent in strong positions as leaders in optical networking. Notably, NVIDIA (NASDAQ: NVDA) recently committed $2 billion across agreements with Lumentum and Coherent to support R&D and help fund manufacturing capacity investments. Those deals also secure NVIDIA access to future capacity, underscoring the company's view of optical networking as critical to next-generation data-center architecture. VRT: The "Coolest" Addition to the S&P 500 After gaining more than 180% in the past 52 weeks, Vertiv (NYSE: VRT) will also join the S&P 500. The company is a leader in data-center cooling solutions, particularly liquid cooling systems. As data centers grow more powerful and energy-intensive, they generate more heat, increasing demand for effective cooling. Liquid cooling transfers heat more efficiently than air-cooled systems, making it attractive for high-performance infrastructure. Vertiv's revenue grew nearly 28% in 2025—its fastest annual growth since going public. The company reported a strong backlog and demand outlook, posting a 2.9x book-to-bill ratio last quarter and ending the year with about $15 billion in backlog, roughly 1.5 times 2025 revenue. Vertiv also recorded significant cash-flow improvement, with free cash flow up about 64% to roughly $1.9 billion for the year. SATS, LITE, COHR, VRT: The S&P 500's New Kids on the Block Inclusion in the S&P 500 is a milestone for SATS, LITE, COHR, and VRT, but it is not a guarantee of future results. These companies have, however, established themselves as significant players in their respective industries and will now be part of one of the most widely followed market benchmarks. | 
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