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This Month's Bonus News S&P 500 Rebalancing: 3 Key AI Stocks Earn Their Spot in the IndexAuthor: Leo Miller. First 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 already made me a "wealthy man"
The S&P 500 has officially completed its latest quarterly rebalancing, with four stocks entering the index and four exiting. Given the current market backdrop, it is unsurprising that three of the additions are companies tied closely to the artificial intelligence (AI) data-center buildout. Below we review the names that were removed and the new entrants. These changes became effective before the market opened on March 23. MTCH, MOH, LW, PAYC Get the Boot; SATS Gets In The AI bottleneck has shifted from chips to power. Goldman Sachs projects demand growing 15% per year, with 40% of AI facilities constrained by electricity shortages by 2027. One company holds $1.5 billion in backlog orders for the exact equipment these data centers need - yet Wall Street still prices it like a sleepy industrial stock. The June SpaceX IPO could change that fast. See the math Wall Street is missing before the SpaceX IPO Here are the four stocks the S&P 500 removed: All four have fallen roughly 60% or more from their all-time highs, 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 must generally have a market capitalization of $22.7 billion or more. Although that threshold is not a strict requirement for continued membership, companies that fall below it are more likely to be removed. Even after these removals, many remaining S&P 500 constituents still trade below the $22.7 billion level. To avoid large, abrupt turnovers, S&P Dow Jones Indices typically limits quarterly changes to only a handful of additions and deletions—around four on average. Outside of the three AI-related additions, the index also added EchoStar (NASDAQ: SATS). EchoStar, which owns Dish TV assets, has seen its stock rise roughly 300% over the past 52 weeks as it sold valuable spectrum licenses, primarily to Elon Musk's SpaceX. Owning spectrum gives a company the right to transmit over certain radio frequencies—an essential asset for telecommunications. Through that transaction, SpaceX now owns approximately 2.8% of EchoStar, which has led some investors to view EchoStar as an indirect way to gain exposure to Musk's private space company. LITE & COHR: Optics Giants Join After Massive Gains AI-focused optics companies Lumentum (NASDAQ: LITE) and Coherent (NYSE: COHR) are also entering the index after extraordinary runs. Lumentum has climbed nearly 1,000% over the last 52 weeks, while Coherent is up more than 250%. Both have benefited from a shift in data-center networking toward optical solutions. Networking equipment traditionally uses copper cabling to transmit signals electrically. As data-center traffic and bandwidth demands grow, operators are increasingly adopting optical networking, which transmits data as light. Optical systems support faster speeds and generate less heat than copper-based systems, though they are typically more expensive and were historically viewed as less reliable. Over time, the move toward optics appears inevitable, placing Lumentum and Coherent in strong strategic positions as leading suppliers. Notably, NVIDIA (NASDAQ: NVDA) recently invested in Lumentum and struck a strategic partnership with Coherent, committing roughly $2 billion across agreements to support R&D, help fund manufacturing capacity and secure future supply. Those deals underscore how central NVIDIA believes optical networking will be to next-generation data-center architecture. 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 leading provider of cooling and thermal-management solutions for data centers. As data centers grow more powerful and energy-dense, they generate more heat, increasing demand for effective cooling—particularly liquid-cooling systems, which transfer heat more efficiently than air-based approaches. Vertiv supplies many of those solutions. In 2025, Vertiv's revenue rose nearly 28%, its fastest annual growth since going public. The company continues to report strong demand: it posted a 2.9x book-to-bill ratio last quarter and finished the year with a backlog of about $15 billion, roughly 1.5 times its 2025 revenue. Vertiv also saw free cash flow increase by about 64%, bringing the figure to roughly $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 reached a notable milestone by joining the S&P 500. Inclusion reflects their scale and market importance, but it does not guarantee that future performance will match their recent gains. Still, becoming S&P 500 constituents cements their positions among the more influential companies in the global economy. | 
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