The next stars in the S&P 500?
In every period, the market searches for the "chosen ones" – those companies that have grown, strengthened, and can move up a league:
From the secondary indices to the most prestigious index – the S&P 500.
Let's dive into the hot list of candidates and understand why it's only a matter of time until they receive the golden ticket (?)
- Technology – the main stage
1 - Applovin $APP – Applovin, a mobile advertising empire with an insane growth rate.
A company that has long operated like a true tech giant – and inclusion in the S&P 500 will only give it an official stamp.
- Finance – a revolution in the banking arena
2 - Robinhood $HOOD – Robinhood, the bad boy who introduced a new generation of investors to the stock market.
No longer a fringe startup – today it's a platform with a stable base, premium products, and broad brokerage.
It's time for someone to say yes, this is your home – S&P 500 (?)
3 - Ares Management $ARES – Ares Management – a rising force in the world of alternative asset management.
4 - LPL Financial $LPLA – LPL Financial – one of the largest financial advisory platforms in the US.
5 - First Citizens $FCNCA – First Citizens BancShares – the bank that became a hero of the SVB crisis and emerged stronger.
5 - Interactive Brokers $IBKR – Interactive Brokers – the sophisticated player in the brokerage world, already in the S&P 400.
6 - $MKL – Markel Group – the "alternative Berkshire" – a holding company with the scent of a deep financial moat.
7 - Toast $TOST – Toast – a revolution in restaurants and payment management in the food industry.
8 - SoFi $SOFI – SoFi Technologies – the fintech and digital lending revolution.
Energy 9 - $LNG – Cheniere Energy, the number 1 liquefied natural gas exporter in the US. In a world where global energy is undergoing upheaval – it's no longer just a player, it's a must-have player (?)
Infrastructure 10 - $VRT – Vertiv Holdings has become the infrastructure arm of the AI revolution – cooling and power for data centers.
Without Vertiv – Nvidia's chips can't breathe.
11 - $HEI – HEICO – an aviation parts and solutions giant – a stable moat in a competitive industry.
12 - $EME – EMCOR Group – an infrastructure company with extensive operations, already establishing itself as a strong force in the S&P 400.
Healthcare 13 - $VEEV – Veeva Systems, a software company specializing in pharma and healthcare – SaaS solutions that keep the pharmaceutical industry organized and efficient.
Cyclical consumption 14 - $CVNA – Carvana, years of declines and collapses, and then – a historic comeback.
It became a second success story after "phoenix from the ashes" – and now it's being discussed as a serious candidate for the S&P 500.
If you had to choose – who would you promote first to the S&P 500?