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Just For You S&P 500 Rebalancing: 3 Key AI Stocks Earn Their Spot in the IndexReported by Leo Miller. Posted: 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's $1 Quadrillion AI IPO
The S&P 500 has completed its latest quarterly rebalancing, with four stocks joining the index and four removed. Given current market trends, it is unsurprising that three of the additions are companies closely tied to the artificial intelligence (AI) data center buildout. Below we review the names that were dropped and the new entrants. These changes became effective before the market open on March 23. MTCH, MOH, LW, PAYC Get the Boot, SATS Gets In SpaceX is already one of the most valuable private companies on Earth, and some analysts believe its valuation could reach over $1.5 trillion. But since SpaceX isn't publicly traded, most investors assume they have no way to invest—that assumption may be wrong. According to veteran investor Matt McCall, there's a little-known public investment vehicle that provides exposure to SpaceX and dozens of other private companies, and today shares trade for less than $30. Click here to see the full story Here are the four stocks that the S&P 500 removed: All four have fallen at least 60% from their all-time highs, pushing 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 must have a market capitalization of $22.7 billion or more. While maintaining that level is not a formal requirement for continued membership, companies below it are typically considered for removal. Even after these removals, many remaining S&P 500 constituents have market caps below $22.7 billion. To avoid large, abrupt turnover, S&P Dow Jones Indices generally limits changes to only a handful of additions and deletions each quarter. Outside of the three AI-related names, the index added EchoStar (NASDAQ: SATS). The company, which owns Dish TV, has seen its stock rise roughly 300% in the past 52 weeks as it sold valuable spectrum licenses—primarily to Elon Musk's SpaceX. Spectrum licenses grant the right to transmit over specific radio frequencies, a core asset for telecommunications. As part of the transactions with SpaceX, SpaceX acquired roughly 2.8% of EchoStar, which 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 Gains AI-related optics makers Lumentum (NASDAQ: LITE) and Coherent (NYSE: COHR) are joining the index after exceptional rallies. Lumentum is up nearly 1,000% in the past 52 weeks, while Coherent has gained more than 250%. Both have benefited from a structural shift in data center networking. Networking equipment links components within data centers and has traditionally relied on copper cabling to send electrical signals. As data volumes soar, there is a growing move to optical networking, which transmits signals with light and enables higher speeds and lower heat generation. Optical gear is currently costlier and seen as less mature than copper, so operators are transitioning gradually—but the long-term trend favors optical solutions. That dynamic places Lumentum and Coherent in strong positions as leaders in optical networking. Notably, NVIDIA (NASDAQ: NVDA) recently invested $2 billion in Lumentum and entered a similar partnership with Coherent to support R&D and help fund manufacturing capacity. These agreements also secure NVIDIA access to future optical capacity and underscore how important optical networking is expected to be for next-generation data centers. VRT: The "Coolest" Addition to the S&P 500 Vertiv (NYSE: VRT) will also join the S&P 500 after gaining more than 180% over the past 52 weeks. Vertiv is a leader in data center cooling solutions—particularly liquid cooling. As data centers grow more powerful and energy-intensive, they generate more heat, increasing demand for efficient cooling. Liquid cooling transfers heat more effectively than air-based systems, making it an attractive solution for high-performance infrastructure. In 2025, Vertiv's total revenues grew nearly 28%, its fastest annual growth since going public. The company reported a 2.9x book-to-bill ratio last quarter and finished the year with a backlog of about $15 billion—roughly 1.5 times 2025 revenue. Free cash flow rose about 64%, to approximately $1.9 billion for the year. SATS, LITE, COHR, VRT: The S&P 500's New Kids on the Block SATS, LITE, COHR, and VRT have hit a key milestone by joining the S&P 500. Inclusion reflects their growing prominence but does not guarantee future performance. Still, these companies have clearly established themselves as important players in their respective industries, particularly in the expanding AI data center ecosystem. |
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