S&P 500 Rebalancing: Who’s In, Who’s Out?

The S&P Dow Jones Indices rebalances its major stock indices every quarter, and the company announced four new additions this time. The S&P 500 Index (SPX) is set to add Vertiv VRT -3.19% ▼ , Lumentum LITE -14.19% ▼ , Coherent COHR -7.15% ▼ , and EchoStar SATS -4.16% ▼ . These will join the SPX before the market opens on March 23.

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They replace Match Group MTCH -2.68% ▼ , Molina Healthcare MOH -2.19% ▼ , Lamb Weston LW +0.83% ▲ , and Paycom Software PAYC +0.99% ▲ . In the past three months, Lamb Weston and Paycom have declined 22.7% and 15.8%, respectively.

The S&P 500 additions reflect the index’s goal of accurately capturing the current scenario of large-cap U.S. companies. Vertiv, Lumentum, and Coherent have all benefited from the global surge in AI infrastructure spending. Their rapid growth in data‑center power systems, optical components, and high-speed connectivity pushed them into large-cap territory.

Also, Lumentum, Coherent, and EchoStar were moved up from the S&P MidCap 400 after their market value grew too large for the mid-cap index. This type of “migration” is common when companies outgrow their previous category.

**Recent S&P 100 Additions **

The newest additions to the S&P 100 are Micron Technology MU -6.74% ▼ , Lam Research LRCX -7.15% ▼ , Applied Materials AMAT -6.29% ▼ , and GE Vernova GEV -3.16% ▼ .

To make room for these additions, the following companies are being removed from the S&P 100 but will remain in the S&P 500. These include PayPal PYPL -1.41% ▼ , American International Group AIG -1.69% ▼ , MetLife MET -1.52% ▼ , and Target TGT +0.36% ▲ .

Which Stock Is a Better Buy?

Let’s see how the S&P 500’s newly added four stocks perform on the TipRanks Stock Comparison Tool. Among all the stocks, SATS stock offers the highest upside potential of 16.34% over the next twelve months. Meanwhile, analysts remain more bullish on Vertiv’s long-term outlook.

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