Vertiv, Lumentum, Coherent and EchoStar to Join S&P 500 as AI-Linked Infrastructure Firms Gain Ground

S&P Dow Jones Indices announced that Vertiv, Lumentum, Coherent and EchoStar will be added to the S&P 500, effective before market open on March 23. The move reflects growing weight for technology and communications infrastructure companies in U.S. indexes.

The four additions include data-center equipment maker Vertiv (VRT), photonics and optical components makers Lumentum (LITE) and Coherent (COHR), and telecom company EchoStar (SATS). Several reports noted Lumentum and Coherent have market capitalizations above $40 billion, comfortably above the usual threshold for S&P 500 inclusion.

News coverage emphasized that the newly added names are tied to the recent AI infrastructure boom — in particular, businesses that supply components and systems used in data centers and networking that support AI workloads. The changes amount to an institutional endorsement, since inclusion brings index funds and other passive investors into a stock’s shareholder base.

Separately, several large semiconductor-related names were reported added to the S&P 100 in the same rebalance, underscoring the broader market trend toward companies supporting AI and chipmaking.

The additions take effect before the opening of U.S. markets on March 23, per S&P Dow Jones Indices.

Vertiv (VRT), Lumentum (LITE), Coherent (COHR) and EchoStar (SATS) are being added.

S&P 500 additions are based on criteria including market capitalization and liquidity; these companies also operate in technology and communications infrastructure areas tied to demand for AI hardware and data-center equipment.

Inclusion typically increases demand from index-tracking funds and raises visibility among institutional investors, though the long-term impact depends on company performance and market conditions.

Market Watch

Lumentum and Coherent have market caps of more than $40 billion, well above the threshold for S&P 500 inclusion.

24/7 Wall Street

Three stocks at the heart of the AI infrastructure boom just got their institutional stamp of approval.

Barrons

The changes highlight the growing weight of technology and communications infrastructure in the U.S. market.

24/7 Wall Street

It's the Super Bowl of index rebalancing tonight! The biggest news was the S&P 500 adding Vertiv (VRT), Lumentum (LITE), Coherent (COHR), and EchoStar (SATS).

Reuters

S&P Dow Jones Indices said on Friday that data center equipment maker Vertiv , photonics product makers Lumentum and Coherent , and telecom company EchoStar ‌will join its flagship S&P 500 index.

PRNewsWire

NEW YORK, March 6, 2026 /PRNewswire/ -- 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: NAPCO Security Technologies Inc. (NASD: NSSC) will replace Alexander & Baldwin Inc. (NYSE: ALEX) in the S&P SmallCap 600 ef...

Investors Business Daily

AI stocks Vertiv, Lumentum and Coherent, all with strong Nvidia ties, will join the S&P 500 before the open on March 23, along with EchoStar.

Finbold

Vertiv Holdings (NYSE: VRT), a provider of critical digital infrastructure for data centers, has surged this year amid booming demand for AI-related power and cooling solutions.

Barrons

Vertiv, Lumentum, EchoStar, and Coherent are set to join the S&P 500 on March 23, as part of a quarterly rebalancing.

GlobeNewsWire

SAXONBURG, Pa., March 09, 2026 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR) (“Coherent,” “We,” or the “Company”), a global leader in photonics, today announced it will join the S&P 500 index, effective Monday, March 23.

24/7 Wall Street

Friday's S&P 500 rebalancing made it official. Lumentum (LITE), Coherent (COHR), EchoStar (SATS), and Vertiv (VRT) were all added to the index, and today — Monday, March 9, 2026 — is their first full trading day as official S&P 500 members.

Investopedia

Four companies—including two part-owned by AI chip giant Nvidia—are set to join the S&P 500 later this month.

Benzinga

Vertiv Holdings Co (NYSE: VRT) shares are trading higher Monday afternoon, hitting a new 52-week high, after S&P Dow Jones Indices said the company will join the S&P 500 before the market opens on March 23, as part of the index's quarterly rebalance.

The Motley Fool

Vertiv is a leader in data center cooling infrastructure with rapidly growing sales and earnings. Institutions like BlackRock, State Street, and JPMorgan Chase have been loading up on shares since Q3 2025.

The Motley Fool

Early last week, Nvidia announced it would invest $2 billion each in Lumentum and Coherent as part of strategic, multiyear partnerships. Late Friday, it was announced that both companies had been admitted to the S&P 500.

Business Wire

SAN JOSE, Calif.--(BUSINESS WIRE)--Lumentum Holdings Inc. (“Lumentum”), a global leader in optical and photonic solutions, today announced that it has been selected to join the prestigious S&P 500 index. According to S&P Dow Jones Indices, Lumentum will be added to the benchmark index before the mar...

Zacks Investment Research

VRT jumps 9.3% on news that it will join the S&P 500 on March 23, a move expected to drive demand from index funds and spotlight its role in data-center infrastructure.

Zacks Investment Research

Vertiv (VRT) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.

Forbes

Vertiv (VRT), a supplier of essential digital infrastructure and cooling solutions, jumped 9.3% on elevated volume following the announcement from S&P Dow Jones Indices that the company will be included in the S&P 500 index.

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