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StocksMedium•6 March 2026•

1 min read

S&P 500 Rebalancing: AI Giants Lumentum and Coherent Eye Potential Inclusion

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Key Facts

1S&P 500 index changes are expected soon, with potential inclusion of new AI-related stocks.

2Lumentum and Coherent have market caps exceeding $40 billion, well above the S&P 500 inclusion threshold.

S&P Dow Jones Indices is expected to announce its quarterly rebalancing soon, with a focus on high-growth AI-related companies. Market analysts have identified Lumentum Holdings Inc. and Coherent Corp. as top candidates for inclusion in the benchmark index. Both companies currently boast market valuations exceeding $40 billion, significantly surpassing the minimum threshold required for S&P 500 entry. This potential addition reflects the growing dominance of artificial intelligence infrastructure providers in the U.S. equity markets. Inclusion typically triggers substantial buying activity from passive index-tracking funds and ETFs like SPY and IVV. Investors are closely monitoring the announcement as it could provide a significant liquidity boost and price appreciation for the selected stocks.