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This Month's Featured Article
S&P 500 Rebalancing: 3 Key AI Stocks Earn Their Spot in the IndexBy Leo Miller. Originally 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 completed its latest quarterly rebalancing, with four additions and four removals. Notably, three of the new entrants are companies tied to the artificial intelligence (AI) data-center buildout. Below we review the names that were removed and the companies joining the index. These changes became effective before the market open on March 23. MTCH, MOH, LW, PAYC Get the Boot, SATS Gets In
America's National Nightmare Is Coming
The reclusive Oregon forecaster who accurately predicted both the 2008 banking collapse and the post-2020 inflation crisis says a huge event is coming to America this month. He's warning that very soon, life in America is going to take a strange and dangerous turn... See his warning here - before it's too late.
Removed from the S&P 500 were:
Each of these stocks is down roughly 60% or more from its all-time high, leaving market capitalizations near or below $7 billion. S&P Dow Jones Indices notes that to be eligible for addition to the S&P 500 a company generally must have a market capitalization of $22.7 billion or more. While that threshold is an addition criterion rather than a strict requirement for continued membership, companies that fall far below it are frequently removed. Many remaining S&P 500 constituents also trade below $22.7 billion in market cap. To avoid large, abrupt turnover, S&P Dow Jones Indices typically makes only around four additions and four removals each quarter. Alongside the three AI-related additions, the index added EchoStar (NASDAQ: SATS). EchoStar, which is affiliated with Dish TV, has rallied roughly 300% over the past 52 weeks after selling valuable spectrum licenses, primarily to Elon Musk’s SpaceX. Those spectrum sales were significant: under the transaction SpaceX now owns roughly 2.8% of EchoStar. That ownership stake has led some investors to view EchoStar as a way to gain indirect exposure to Musk’s private space company. LITE & COHR: Optics Giants Enter the S&P After Massive GainsAI suppliers Lumentum (NASDAQ: LITE) and Coherent (NYSE: COHR) are joining the index after extraordinary runs: Lumentum is up nearly 1,000% over the past year, while Coherent is up more than 250%. Both companies have benefited from a structural shift in data-center networking. Networking equipment links data-center components and traditionally has relied on copper wiring and electrical signals. As data volumes and bandwidth demands surge, operators are increasingly moving toward optical networking, which transmits signals with light. Optical links support higher speeds and reduce heat generation, though they tend to be more expensive and are perceived as less mature than copper in some applications. Over time, the economics and performance needs are pushing more deployments toward optics, which puts Lumentum and Coherent in strong positions as leaders in optical components and subsystems. Notably, NVIDIA (NASDAQ: NVDA) recently invested $2 billion in Lumentum and Coherent to support R&D and manufacturing capacity. Those deals also secure NVIDIA access to future production, underscoring how central optical networking is to next-generation data-center architecture. VRT: The “Coolest” Addition to the S&P 500Vertiv (NYSE: VRT) is also joining the S&P 500 after gaining more than 180% over the past year. Vertiv is a major provider of cooling and thermal management solutions for data centers. As compute density and power consumption rise, data centers generate more heat, increasing demand for efficient cooling. Liquid cooling—where heat is transferred directly to a coolant—offers far better thermal performance than air cooling and is becoming more widely adopted in high-performance environments. Vertiv’s 2025 results reflected that momentum. Total revenue grew nearly 28%—its fastest annual growth since going public—and the company reported a 2.9x book-to-bill ratio last quarter. It finished the year with a backlog of roughly $15 billion, about 1.5 times 2025 revenue. Free cash flow also expanded substantially, rising about 64% to roughly $1.9 billion for the year. SATS, LITE, COHR, VRT: The S&P 500’s New Kids on the BlockSATS, LITE, COHR and VRT have cleared a key milestone by joining the S&P 500. Inclusion does not guarantee future returns, but it reflects that these companies have become material players in their industries—and in some cases, in the broader AI infrastructure trend reshaping markets. |
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