The S&P 500 Rebalancing and the Stocks That Could be Added

FomoAnxiety · 2026-03-02T20:20:26+00:00

The S&P 500 is set to rebalance on December 19, with JPMorgan identifying potential additions including Vertiv Holdings and Marvell. Companies must meet specific criteria for inclusion, often leading to stock price increases for new members.

FomoAnxiety

2026-03-02 20:20:26

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The S&P 500 (SPX) rebalances every quarter, with the next rebalancing announcement scheduled for this Friday after the market close, effective as of December 19.

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To be eligible for inclusion, companies must meet several requirements, such as a market capitalization of at least $22.7 billion, a minimum monthly trading volume of at least 250,000 shares during the past six months, and a primary listing on a U.S. exchange.

The Potential Additions to the S&P 500

On Monday, JPMorgan published a list of companies that could be added to the index:

Vertiv Holdings VRT +0.65% ▲
Marvell MRVL -0.86% ▼
Ferguson Enterprises FERG -1.59% ▼
Cheniere Energy LNG +5.63% ▲
Alnylam Pharmaceuticals ALNY -1.17% ▼
Heico HEI +3.98% ▲
Coupang CPNG +0.16% ▲
FTAI Aviation FTAI -1.01% ▼
Veeva Systems VEEV +0.66% ▲
Reddit RDDT +0.84% ▲
Zoom ZM -0.22% ▼
Tradeweb Markets TW -0.39% ▼
Royalty Pharma RPRX +2.19% ▲
LPL Financial LPLA +2.43% ▲
SoFi SOFI +2.00% ▲
First Citizens BancShares FCNCA +2.66% ▲

Stocks usually gain upon S&P 500 inclusion, as funds tied to the index are required to purchase the new additions.

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