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Special Report 3 Surging Stocks Just Got the Ultimate Stamp of Approval From the S&P 500Written by Leo Miller. Date Posted: 12/20/2025. 
At a Glance- Comfort Systems USA, Carvana, and CRH will be added to the S&P 500 Index on Dec. 22.
- Comfort Systems and CRH are benefiting from increased data center demand, while Carvana is gaining significant market share from CarMax.
- Index inclusion could lead to short-term stock price boosts due to increased demand from S&P 500 tracking funds.
The S&P 500 Index is broadly regarded as the primary benchmark for tracking the performance of large-cap U.S. stocks. Each quarter, the S&P 500 Index Committee (part of S&P Dow Jones Indices) reassesses the index's composition, typically resulting in a few stocks entering and a few exiting. Being added to the S&P 500 carries several benefits. Inclusion is often seen as a badge of honor that positions a company among the most valuable and respected firms. It can also attract attention from investors who might not otherwise consider the stock. Artificial intelligence is reshaping the economy at an unprecedented pace — creating opportunity for some, while raising serious questions for others.
In a new documentary, one researcher examines how rapid AI adoption is affecting jobs, wealth distribution, and long-term economic stability. The presentation explores both the risks of this transition and how a small group of individuals are preparing for — and benefiting from — the shift. Watch the free documentary here Additionally, funds that track the S&P 500 must buy shares of newly added companies to meet their mandates. That extra demand can create upward pressure on share prices, though the effect is typically short‑term and tends to fade over time. To qualify for inclusion in the S&P 500, a company generally must: - Have a market capitalization of at least $18 billion
- Be U.S.-based or have a primary U.S. listing with substantial U.S. operations
- Maintain adequate liquidity and public float
- Report positive earnings in recent quarters
- Represent its sector's performance within the large-cap space
This quarter, three high-performing stocks—Comfort Systems USA (NYSE: FIX), Carvana (NYSE: CVNA), and CRH (NYSE: CRH)—will be added to the S&P 500 on Dec. 22, following a year of exceptional growth across diverse sectors. Comfort Systems USA: Stock Soars Over 100% as Tech Demand Lifts SalesIn 2025, Comfort Systems' stock delivered a total return of approximately 123%, pushing its market capitalization to $33 billion. The company specializes in heating, ventilation, and air conditioning (HVAC) services and has become a key supplier to the fast-growing data center market. Data centers generate significant heat and require robust cooling solutions. Comfort Systems builds and installs critical air conditioning and ventilation systems for these customers, and the technology end market accounted for 42% of Comfort Systems' total revenue last quarter, up from 32% a year earlier. Strong demand from technology customers helped the firm's total revenue rise by 35%, while adjusted earnings per share (EPS) grew by more than 100%. Overall, Comfort Systems has clearly established itself as an important resource for data centers. Carvana: Disrupting the Used Car Market, Surpassing CarMaxCarvana, which operates an e-commerce platform for buying and selling used cars, has seen its share price rise by approximately 122% in 2025. The company has taken meaningful market share from legacy players such as CarMax (NYSE: KMX). Last quarter, Carvana sold around 156,000 cars to retail customers, compared with roughly 170,000 at CarMax. One year earlier, those figures were 109,000 for Carvana and 184,000 for CarMax, illustrating how dramatically the gap has narrowed and how Carvana's model is resonating with customers. Carvana also reports significantly higher margins. Last quarter, its gross margin was 21%, nearly double CarMax's 11%. Carvana's adjusted operating margin was 9.8%, roughly five times CarMax's 2%. As a result of this momentum, Carvana has surged to a market capitalization of over $98 billion, while CarMax is down 53% this year, leaving it with a market capitalization of about $5.5 billion. CRH: Capitalizing on Infrastructure and Data Center ConstructionBasic materials stock CRH is the final company entering the S&P 500 this quarter. The stock has delivered a total return of 36% in 2025, giving it a market capitalization of more than $83 billion. CRH shifted its primary listing to the NYSE in 2023, which made it eligible for S&P 500 inclusion despite its Irish domicile. The company generates the majority of its revenue from North America—67% last quarter—and supplies essential materials such as aggregates, cement, concrete, and asphalt, as well as highly engineered products for infrastructure customers in water, energy, transportation, and telecom. Like Comfort Systems, data center demand is a key part of CRH's growth story. The company is currently working on 98 data center projects, and with $690 billion in additional data center projects announced or under construction—many within 50 miles of CRH locations—the firm is well positioned to expand its U.S. footprint further. Index Recognition Reflects Rising Market InfluenceThe addition of Comfort Systems USA, Carvana, and CRH to the S&P 500 underscores their growing economic significance and market influence. Inclusion signals that these companies are now recognized as major players in their respective sectors—an important long‑term endorsement. As these three companies join the index on Dec. 22, three companies will be removed: - LKQ Corporation (NASDAQ: LKQ): The company's market capitalization and liquidity profile have fallen below the thresholds needed to represent the large‑cap space of the S&P 500, reflecting slower relative growth.
- Solstice Advanced Materials (NASDAQ: SOLS): Restructuring at its parent company reduced its standalone market‑cap footprint, prompting its removal.
- Mohawk Industries (NYSE: MHK): Ongoing revenue pressures, margin compression, and underperformance versus peers have eroded its market cap below S&P 500 thresholds.
This quarterly rebalancing reflects S&P Dow Jones Indices' ongoing effort to ensure the benchmark remains representative of the largest and most investable U.S. stocks.
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