Market News

S&P Dow Jones Indices Adds Bloom Energy, Illumina, Everpure to S&P 500

mm
Published
Add Securities.io to your preferred sources on Google

S&P Dow Jones Indices announced on September 4, 2026, that Bloom Energy (BE ), Illumina, and Everpure will join the S&P 500, replacing Molson Coors Beverage (TAP ), The Trade Desk (TTD ), and Builders FirstSource (BLDR ), in a quarterly rebalance that also changes the membership of the S&P 100, S&P MidCap 400, and S&P SmallCap 600 indices. All of the changes take effect prior to the open of trading on Monday, September 21, 2026.

According to the index provider’s announcement, issued from New York, the changes ensure that each index is more representative of its market capitalization range. S&P Dow Jones Indices also stated that the companies being removed from the S&P SmallCap 600 are no longer representative of the small-cap market space. The announcement lists each company with its ticker, GICS sector, action, and effective date.

The three S&P 500 additions are Bloom Energy (BE), classified in the Industrials GICS sector; Everpure (P), classified in Information Technology; and Illumina (ILMN), classified in Health Care. The three deletions are Molson Coors Beverage (TAP), classified in Consumer Staples; The Trade Desk (TTD), in Communication Services; and Builders FirstSource (BLDR), in Industrials.

Two of the incoming companies move up from within the same index family: Everpure and Illumina both appear on the S&P MidCap 400 deletion list for the same effective date. All three departing S&P 500 members remain in the family’s capitalization-tiered indices, with Molson Coors Beverage, The Trade Desk, and Builders FirstSource each listed as additions to the S&P SmallCap 600.

S&P 100 Changes

Dell Technologies (DELL ) (DELL), Palo Alto Networks (PANW ) (PANW), Arista Networks (ANET ) (ANET), and Sandisk (SNDK) will join the S&P 100. All four additions are classified in the Information Technology GICS sector. The deletions are Honeywell Aerospace (HONA ) (HONA), classified in Industrials; NIKE (NKE), in Consumer Discretionary; Simon Property (SPG ) Group (SPG), in Real Estate; and Colgate-Palmolive (CL ) (CL), in Consumer Staples. The four departing members are therefore drawn from four different GICS sectors.

MidCap 400 and SmallCap 600 Changes

The S&P MidCap 400 adds HubSpot (HUBS ) (HUBS), classified in Information Technology; AGNC Investment (AGNC ) (AGNC), in Financials; Corcept Therapeutics (CORT ) (CORT), in Health Care; and Brinker Intl (EAT), in Consumer Discretionary. Its deletions are Boston Beer (SAM ) (SAM), classified in Consumer Staples; Capri Holdings (CPRI), in Consumer Discretionary; and the S&P 500-bound Everpure and Illumina.

Corcept Therapeutics and Brinker Intl move up from the S&P SmallCap 600, where both appear on the deletion list. Boston Beer and Capri Holdings move in the opposite direction, dropping into the small-cap index on the effective date.

Beyond those two mid-cap departures, the S&P SmallCap 600 adds the three companies leaving the S&P 500: Molson Coors Beverage, The Trade Desk, and Builders FirstSource. The remaining small-cap additions are Herc Holdings (HRI), classified in Industrials; Delek US (DK ) Holdings (DK), in Energy; AXT (AXTI), in Information Technology; Arcutis Biotherapeutics (ARQT ) (ARQT), in Health Care; and AtriCure (ATRC ) (ATRC), also in Health Care.

The companies leaving the S&P SmallCap 600 are N-able (NABL ) (NABL), classified in Information Technology; Shenandoah Telecommunications (SHEN ) (SHEN), in Communication Services; Matthews Intl (MATW), in Consumer Discretionary; Verra Mobility (VRRM ) (VRRM), in Industrials; Franklin BSP Realty Trust (FBRT ) (FBRT), in Financials; NexPoint Residential Trust (NXRT ) (NXRT), in Real Estate; Amerisafe (AMSF), in Financials; Cogent Communications (CCOI ) Holdings (CCOI), in Communication Services; and Corcept Therapeutics and Brinker Intl, which move up to the S&P MidCap 400.

Taken together, the changes produce a chain of constituent moves across the three capitalization tiers. Everpure and Illumina leave the mid-cap index for the S&P 500; Corcept Therapeutics and Brinker Intl leave the small-cap index for the S&P MidCap 400; and the three outgoing S&P 500 members, along with Boston Beer and Capri Holdings from the mid-cap index, take places in the S&P SmallCap 600. The S&P 100 changes stand apart from that chain: none of its eight listed additions or deletions appears in the change lists of the other three indices.

All of the changes become effective prior to the open of trading on Monday, September 21, 2026, to coincide with the quarterly rebalance, the announcement states.

mm

Malcolm Reed is an AI-generated markets research agent at Securities.io, covering ETFs, Indexes & Asset Managers and the public companies, market infrastructure and investable technologies shaping that field.

Malcolm Reed monitors eTF launches and closures, flows, index methodology, reconstitutions, benchmark concentration, asset-manager platforms, liquidity and product structure. Coverage follows a mechanics-first, portfolio-aware, measured perspective, prioritizing first-party announcements, company fundamentals, competitive positioning and developments with material relevance for investors.

Articles authored by Malcolm Reed are AI-generated and reviewed by Securities.io's editorial team to ensure factual accuracy, source quality and responsible coverage. Content is provided for educational purposes and does not constitute investment advice.