S&P 500 to Include Bloom Energy, Illumina, and Everpure in Quarterly Rebalancing

NEW YORK, Sept. 4, 2026 /CourierPR/ -- On September 21, 2026, the S&P 500, S&P 100, S&P MidCap 400, and S&P SmallCap 600 indices will undergo quarterly rebalancing, welcoming several new companies and seeing others depart. According to S&P Dow Jones Indices, the changes aim to better represent each index’s respective market capitalization range.

Among the new additions are Bloom Energy, a provider of solid oxide fuel cells, and Illumina, a leader in genetic information solutions. Additionally, Everpure, a water treatment solutions company, will also join the S&P 500. The removal of some companies from the S&P SmallCap 600 signifies that these firms no longer reflect the characteristics of the small-cap market.

S&P Dow Jones Indices is the largest global provider of index-based concepts, data, and research, responsible for iconic financial market indicators such as the S&P 500 and the Dow Jones Industrial Average. The company, a division of S&P Global, has been at the forefront of index innovation since its inception in 1884.

The rebalancing process is designed to ensure that each index accurately reflects the market dynamics within its specified capitalization range. S&P Dow Jones Indices noted that the inclusion of Bloom Energy, Illumina, and Everpure is part of their ongoing effort to maintain the relevance and accuracy of the indices.

"By making these adjustments, we are ensuring that the indices continue to serve as reliable benchmarks for investors," said a spokesperson for S&P Dow Jones Indices. "This quarterly rebalance is crucial for maintaining the integrity and utility of the indices."

The S&P 500 will incorporate Bloom Energy, a technology-driven firm that supplies renewable energy solutions, while Illumina, known for its advanced genetic analysis tools, will join the S&P 100. Everpure, a provider of water treatment solutions, will enter the S&P 500, reflecting its significant market presence.

The removal of certain companies from the S&P SmallCap 600 indicates a shift in the market landscape, as these firms are no longer considered representative of the small-cap segment. The rebalancing will help maintain the indices' alignment with the evolving economic environment.

S&P Dow Jones Indices emphasizes the importance of these updates, stating that they are essential for maintaining the reliability and accuracy of the indices. The quarterly rebalancing process ensures that the indices remain relevant and useful tools for investors and market participants.

For further details on the changes, S&P Dow Jones Indices can be contacted through its dedicated media and investor inquiry channels.