Investors pay close attention to the quarterly rebalancing of the S&P 500 index for good reason. First, the stocks in the S&P 500 make up approximately 80% of the total U.S. equity market. Second, when a stock is added to the index, it frequently leads to increased institutional buying, which can lift the stock price. That was the case in 2024, when Palantir Technologies Inc. NASDAQ: PLTR was added to the index. However, investors with an interest in small- to mid-cap stocks are paying close attention to th ...

Graham Corporation (NYSE: GHM ) first popped up on my radar when it was added to the Russell 2000 Index ( IWM ) on June 28, 2024, as part of the broader Russell Reconstitution for 2024.Shri Upadhyaya's deep-seated passion for investing has seen a journey of over 15 years. A self-taught investor Shri intends to have skin in the game with most of his Buy and Sell recommendations. With a long stint in the algorithmic programming platform, Quantopian, Shri realized that most conventional trading approaches do n ...