Bloom Energy, Illumina, and Everpure Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400, and S&P SmallCap 600
A broad S&P Dow Jones Indices quarterly rebalance on September 21, 2026, shifts many large-, mid-, and small-cap constituents across flagship U.S. benchmarks.
Rhea-AI Summary
S&P Dow Jones Indices will rebalance the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 before the market opens on September 21, 2026, to keep each index aligned with its target market-cap range.
Dell Technologies, Palo Alto Networks, Arista Networks, and Sandisk will join the S&P 100, while NIKE, Honeywell Aerospace, Simon Property Group, and Colgate-Palmolive exit. Bloom Energy, Everpure, and Illumina will enter the S&P 500, replacing Molson Coors Beverage, The Trade Desk, and Builders FirstSource, which move to the S&P SmallCap 600. Multiple constituents, including HubSpot, AGNC Investment, Corcept Therapeutics, Brinker International, Herc Holdings, Delek US Holdings, AXT, Arcutis Biotherapeutics, AtriCure, Capri Holdings, Boston Beer, and others shift among the S&P MidCap 400 and S&P SmallCap 600.
Positive
- Bloom Energy (BE), Everpure (P), and Illumina (ILMN) added to S&P 500 effective September 21, 2026
- Dell Technologies (DELL), Palo Alto Networks (PANW), Arista Networks (ANET), and Sandisk (SNDK) added to S&P 100
- HubSpot (HUBS), AGNC Investment (AGNC), Corcept Therapeutics (CORT), and Brinker Intl (EAT) added to S&P MidCap 400
- Herc Holdings (HRI), Delek US Holdings (DK), AXT (AXTI), Arcutis Biotherapeutics (ARQT), AtriCure (ATRC), Capri Holdings (CPRI), Boston Beer (SAM), Molson Coors Beverage (TAP), The Trade Desk (TTD), and Builders FirstSource (BLDR) added to S&P SmallCap 600
Negative
- NIKE (NKE), Honeywell Aerospace (HONA), Simon Property Group (SPG), and Colgate-Palmolive (CL) removed from S&P 100
- Molson Coors Beverage (TAP), The Trade Desk (TTD), and Builders FirstSource (BLDR) removed from S&P 500
- Everpure (P), Illumina (ILMN), Boston Beer (SAM), Capri Holdings (CPRI), Brinker Intl (EAT), Corcept Therapeutics (CORT), and AGNC Investment (AGNC) removed from S&P MidCap 400
- N-able (NABL), Shenandoah Telecommunications (SHEN), Matthews Intl (MATW), Verra Mobility (VRRM), Franklin BSP Realty Trust (FBRT), NexPoint Residential Trust (NXRT), Amerisafe (AMSF), Cogent Communications Holdings (CCOI), and Brinker Intl (EAT) removed from S&P SmallCap 600
Key Figures
Historical Context
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| Aug 26 | Earnings report | Positive | -9.0% | Strong fiscal 2027 results and raised outlook were followed by a negative reaction. |
| Aug 21 | Analyst recognition | Positive | -1.3% | Gartner recognition was followed by a negative 24-hour price reaction. |
| Aug 21 | Analyst recognition | Positive | -1.3% | Gartner recognition was followed by a negative 24-hour price reaction. |
| Aug 17 | Board appointment | Neutral | -1.0% | D-Wave appointed a former Everpure executive to its board and audit committee. |
| Aug 10 | Design win | Positive | +11.7% | Second top-five hyperscaler design win preceded a positive 24-hour reaction. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
P had recently diverged from positive company news on three occasions, including after earnings and analyst recognition.
AI-generated analysis. How Rhea-AI works. Not financial advice.
Following is a summary of the changes that will take place prior to the open of trading on the effective date:
Effective Date | Index Name | Action | Company Name | Ticker | GICS Sector |
Sept 21, 2026 | S&P 100 | Addition | Dell Technologies | DELL | Information Technology |
Sept 21, 2026 | S&P 100 | Deletion | Honeywell Aerospace | HONA | Industrials |
Sept 21, 2026 | S&P 100 | Addition | Palo Alto Networks | PANW | Information Technology |
Sept 21, 2026 | S&P 100 | Deletion | NIKE | NKE | Consumer Discretionary |
Sept 21, 2026 | S&P 100 | Addition | Arista Networks | ANET | Information Technology |
Sept 21, 2026 | S&P 100 | Deletion | Simon Property Group | SPG | Real Estate |
Sept 21, 2026 | S&P 100 | Addition | Sandisk | SNDK | Information Technology |
Sept 21, 2026 | S&P 100 | Deletion | Colgate-Palmolive | CL | Consumer Staples |
Sept 21, 2026 | S&P 500 | Addition | Bloom Energy | BE | Industrials |
Sept 21, 2026 | S&P 500 | Deletion | Molson Coors Beverage | TAP | Consumer Staples |
Sept 21, 2026 | S&P 500 | Addition | Everpure | P | Information Technology |
Sept 21, 2026 | S&P 500 | Deletion | The Trade Desk | TTD | Communication Services |
Sept 21, 2026 | S&P 500 | Addition | Illumina | ILMN | Health Care |
Sept 21, 2026 | S&P 500 | Deletion | Builders FirstSource | BLDR | Industrials |
Sept 21, 2026 | S&P MidCap 400 | Addition | HubSpot | HUBS | Information Technology |
Sept 21, 2026 | S&P MidCap 400 | Deletion | Boston Beer | SAM | Consumer Staples |
Sept 21, 2026 | S&P MidCap 400 | Addition | AGNC Investment | AGNC | Financials |
Sept 21, 2026 | S&P MidCap 400 | Deletion | Capri Holdings | CPRI | Consumer Discretionary |
Sept 21, 2026 | S&P MidCap 400 | Addition | Corcept Therapeutics | CORT | Health Care |
Sept 21, 2026 | S&P MidCap 400 | Deletion | Everpure | P | Information Technology |
Sept 21, 2026 | S&P MidCap 400 | Addition | Brinker Intl | EAT | Consumer Discretionary |
Sept 21, 2026 | S&P MidCap 400 | Deletion | Illumina | ILMN | Health Care |
Sept 21, 2026 | S&P SmallCap 600 | Addition | Herc Holdings | HRI | Industrials |
Sept 21, 2026 | S&P SmallCap 600 | Deletion | N-able | NABL | Information Technology |
Sept 21, 2026 | S&P SmallCap 600 | Addition | Delek US Holdings | DK | Energy |
Sept 21, 2026 | S&P SmallCap 600 | Deletion | Shenandoah Telecommunications | SHEN | Communication Services |
Sept 21, 2026 | S&P SmallCap 600 | Addition | AXT | AXTI | Information Technology |
Sept 21, 2026 | S&P SmallCap 600 | Deletion | Matthews Intl | MATW | Consumer Discretionary |
Sept 21, 2026 | S&P SmallCap 600 | Addition | Arcutis Biotherapeutics | ARQT | Health Care |
Sept 21, 2026 | S&P SmallCap 600 | Deletion | Verra Mobility | VRRM | Industrials |
Sept 21, 2026 | S&P SmallCap 600 | Addition | AtriCure | ATRC | Health Care |
Sept 21, 2026 | S&P SmallCap 600 | Deletion | Franklin BSP Realty Trust | FBRT | Financials |
Sept 21, 2026 | S&P SmallCap 600 | Addition | Capri Holdings | CPRI | Consumer Discretionary |
Sept 21, 2026 | S&P SmallCap 600 | Deletion | NexPoint Residential Trust | NXRT | Real Estate |
Sept 21, 2026 | S&P SmallCap 600 | Addition | Boston Beer | SAM | Consumer Staples |
Sept 21, 2026 | S&P SmallCap 600 | Deletion | Amerisafe | AMSF | Financials |
Sept 21, 2026 | S&P SmallCap 600 | Addition | Molson Coors Beverage | TAP | Consumer Staples |
Sept 21, 2026 | S&P SmallCap 600 | Deletion | Cogent Communications Holdings | CCOI | Communication Services |
Sept 21, 2026 | S&P SmallCap 600 | Addition | The Trade Desk | TTD | Communication Services |
Sept 21, 2026 | S&P SmallCap 600 | Deletion | Corcept Therapeutics | CORT | Health Care |
Sept 21, 2026 | S&P SmallCap 600 | Addition | Builders FirstSource | BLDR | Industrials |
Sept 21, 2026 | S&P SmallCap 600 | Deletion | Brinker Intl | EAT | Consumer Discretionary |
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SOURCE S&P Dow Jones Indices
FAQ
When will Bloom Energy (BE), Everpure (P), and Illumina (ILMN) join the S&P 500?
Bloom Energy (BE), Everpure (P), and Illumina (ILMN) will be added to the S&P 500 effective prior to the open of trading on September 21, 2026, as part of S&P Dow Jones Indices’ quarterly rebalance.
Which companies are being added to the S&P 500 on September 21, 2026?
The S&P 500 will add three companies on September 21, 2026: Bloom Energy (BE) in Industrials, Everpure (P) in Information Technology, and Illumina (ILMN) in Health Care.
What changes are being made to the S&P 100 index on September 21, 2026?
Effective September 21, 2026, the S&P 100 will add Dell Technologies (DELL), Palo Alto Networks (PANW), Arista Networks (ANET), and Sandisk (SNDK), while removing Honeywell Aerospace (HONA), NIKE (NKE), Simon Property Group (SPG), and Colgate-Palmolive (CL).
Which companies are moving between the S&P MidCap 400 and S&P 500 in this rebalance?
Everpure (P) and Illumina (ILMN) will move from the S&P MidCap 400 to the S&P 500. At the same time, Molson Coors Beverage (TAP), The Trade Desk (TTD), and Builders FirstSource (BLDR) will move from the S&P 500 to the S&P SmallCap 600.
What are the main S&P MidCap 400 additions and deletions on September 21, 2026?
On September 21, 2026, the S&P MidCap 400 will add HubSpot (HUBS), AGNC Investment (AGNC), Corcept Therapeutics (CORT), and Brinker Intl (EAT). It will delete Boston Beer (SAM), Capri Holdings (CPRI), Everpure (P), and Illumina (ILMN).
Which companies are being added to the S&P SmallCap 600 in this S&P Dow Jones rebalance?
The S&P SmallCap 600 will add Herc Holdings (HRI), Delek US Holdings (DK), AXT (AXTI), Arcutis Biotherapeutics (ARQT), AtriCure (ATRC), Capri Holdings (CPRI), Boston Beer (SAM), Molson Coors Beverage (TAP), The Trade Desk (TTD), and Builders FirstSource (BLDR) on September 21, 2026.
Why is S&P Dow Jones Indices changing the S&P 500, S&P 100, MidCap 400, and SmallCap 600 on September 21, 2026?
S&P Dow Jones Indices is implementing these changes as part of its quarterly rebalance. The company states that the adjustments are designed to ensure each index remains more representative of its intended market capitalization range and that removed SmallCap 600 companies no longer reflect the small-cap market space.