S&P 500 Additions: Lumentum, Coherent, Vertiv
S&P 500 additions Lumentum, Coherent, Vertiv and EchoStar join effective March 13, 2026 and prompt rebalancing by funds tracking the benchmark.
KEY TAKEAWAYS
- S&P DJI announced additions of Lumentum, Coherent, Vertiv and EchoStar to the S&P 500 effective March 13, 2026.
- The entrants expand technology and communications-infrastructure representation tied to the AI cycle.
- Funds tracking the benchmark will rebalance holdings to include the new members.
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S&P Dow Jones Indices announced on March 6, 2026, that Lumentum Holdings Inc., Coherent Corp., Vertiv Holdings Co., and EchoStar Corp. will join the S&P 500, reflecting growing representation of technology and communications infrastructure.
New Additions and Index Changes
The additions take effect before trading opens on March 13, 2026. Alongside the S&P 500 changes, the index provider will adjust the S&P 100, S&P MidCap 400, and S&P SmallCap 600. In the SmallCap 600, NAPCO Security Technologies Inc. will replace Alexander & Baldwin Inc., which is pending acquisition by MW Group, DivcoWest, and Blackstone Real Estate affiliates.
Sector Impact and Benchmark Composition
The new members represent key segments of technology and communications infrastructure. Vertiv supplies data-center equipment, Lumentum and Coherent produce photonics products, and EchoStar operates in telecommunications. These additions expand the benchmark’s exposure to sectors linked to the artificial intelligence cycle.
Index reconstitutions like this shift sector weights as funds tracking the S&P 500 adjust their holdings to include the new companies.
"S&P Dow Jones Indices ('S&P DJI') will make the following changes to the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 indices," the company said in a statement.
