Who's next into the S&P 500 — and who's drifting toward the exit. Every non-member in the universe is scored against the published S&P eligibility criteria (market-cap floor, GAAP profitability, 12-month IPO seasoning), because an index addition is not punditry: when a stock joins, every fund tracking the index must buy it. This board sizes that forced bid before it happens.
Every candidate as one bubble: horizontal position is size vs the door (the cap floor, log scale), height is readiness score, bubble area is market cap. Shaded hulls mark each cluster's territory, ✦ its centroid. Click a cluster card or chip to focus, double-click to solo, drag to pan, scroll to zoom — and click a bubble to open its inspector — checklist, distance to the door, and a rally slider for that one name.
The readiness score decomposed for the top filtered names — cap headroom, earnings, seasoning, momentum, and size-rank stack to the total. A short bar isn't a verdict; hover each segment to see which criterion is doing the lifting.
Non-members ranked by readiness. Checklist: Cap floor · Earnings (TTM GAAP) · Seasoning (12 mo listed). ◌ = not verifiable from current data — never assumed.
Forced passive bid assumes $10.0T tracking the index — set in the Scenario lab above. Scores and clusters reflect the what-if scenario.
Click a column title to sort it; the funnel beside it filters that column. Filters compose with the chips and the search box above.
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Over the cap floor already, blocked only by the 12-month seasoning rule — the timeline plots the date each becomes eligible. This is where mega-IPOs queue up for the index.
The index's smallest members. The cap floor formally gates additions — a member below it isn't auto-removed — but committee deletions historically come from this tail.
| Ticker | Mkt cap | % of floor | 20d mom | Signal | Sector |
|---|
Giants that top naive "next into the index" screens but structurally can't be added — foreign-domiciled issuers and limited partnerships. Knowing who can't get in is half the edge.
| Ticker | Mkt cap | Why ineligible |
|---|
Readiness scores are deterministic and auditable: market-cap headroom vs the published floor (45%), TTM GAAP profitability (25%), 12-month seasoning (10%), 20-day momentum (10%), and size rank vs current members (10%) — the decomposition chart shows exactly these parts. Clusters are rule-based, in precedence order: an earnings fail is Earnings gap, below the floor is Approaching, all-criteria pass is Ready now, and anything blocked only by unverifiable data is Unverified. The cap floor ($22.7B, criteria vintage —) is S&P's published unadjusted-company threshold, reviewed quarterly by S&P DJI.
Domicile and partnership screens are curated; names with a genuinely uncertain S&P domicile or float determination stay on the board with an review badge rather than being silently dropped. "Weight if added" uses unadjusted company caps as a proxy for float-adjusted index weight. Membership refreshes quarterly; fundamentals sweep continuously.
A forecaster for S&P 500 additions and deletions. Every non-member in the QuantLogix universe is scored against the published eligibility criteria — the market-cap floor ($22.7B, criteria vintage 2026-04), positive TTM GAAP earnings, and 12-month IPO seasoning — and plotted on a cluster map with the forced passive buying an addition would trigger.
No. It is a deterministic readiness model over the published criteria — cap headroom, earnings, seasoning, momentum and size rank, each disclosed in the score anatomy. The committee weighs factors the model does not evaluate, and the methodology lists them.
It re-scores the whole board client-side under a what-if cap floor, a uniform market shock, and a tracked-AUM assumption, using the same published formula, and names who crosses the door or falls back. Scenarios are URL-linkable and nothing is stored.
The full board, score anatomy, deletion watch and forced-bid math are a Pro feature; everyone sees a real top-ten slice of today's board.