3 Stocks Set to Benefit From the $150 Billion Shift Nobody's Talking About

While most investors weren't paying attention, $150 billion quietly changed hands in a single afternoon. It wasn't driven by earnings, economic data, or breaking news—it was triggered by a major reshuffling of the Russell indexes that forced trillions of dollars in index funds to buy and sell stocks all at once. Most people never noticed. But the ripple effects are still creating opportunities today—including one twist almost nobody saw coming.

A note from our sponsors...

The Core of a Winning Portfolio

The 7 Stocks to Buy and Hold Forever aren't just plays for the next quarter – they're built to deliver for decades. These are blue-chip companies with fortress balance sheets, elite dividend track records, and the staying power to outperform in bull and bear markets alike. Some are Dividend Kings, others are on the path there, and all are proven wealth compounding machines. Whether you're after steady income, capital growth, or both, this is the list long-term investors will want in their back pocket.

Download the full list now – before it disappears behind the paywall.

Case in point: One of the biggest beneficiaries was Bloom Energy (BE), whose stock has surged more than 1,000% over the past year on explosive growth in AI infrastructure demand. 

After joining the Russell 1000, the shares pulled back sharply, but both Wall Street and the Zen Ratings still rate it a Buy. The question is whether most of the easy gains have already been made. That leads to the real opportunity: while everyone is focused on the Russell 1000 graduates, I think the more interesting ideas are hiding a level below in the Russell 2000 and 3000.

That said, here are three stocks that stood out—and whether they're still worth buying after the dust has settled…

Alto Ingredients (ALTO)

Amtech Systems (ASYS)

Taboola (TBLA)

Every single one of these little-known names carries a Zen Rating of A, which amounts to a Strong Buy recommendation — let’s be real, that’s better than a B rating. 

Two more things these stocks have going for them: 

• None of these stocks have already had the monster run that Bloom Energy has.
• And here's a stat I don't get to say very often: all of these stocks are currently the #1 ranked stock in their entire industry. 

Now, I want to dig in deeper to that last one, Taboola (TBLA), which just so happens to be a stock our Editor-in-Chief recently alerted to subscribers of his Zen Investor stock-picking newsletter.  

Taboola is a leading digital advertising and discovery platform that's been on his radar for a while. 

Here's the thing about AI and a company like this: it's not putting them out of business. They're using it to make their platform better — and more profitable. Taboola's AI-powered advertising platform is called Realize, and the company says it's accelerating advertiser growth and retention. That points to real upside ahead. 

Part of that upside is business momentum — real earnings acceleration this year. The other part is that these shares are just cheap. Taboola is trading at a low single-digit multiple of forward earnings — woefully shy of what it should be for a company growing earnings at this pace.

On the Zen Ratings side, Taboola ranks in the top 1% of every stock tracked — a Zen Rating of A, which is a Strong Buy recommendation. Its strongest components are Growth, Sentiment, Financials, and — yes — Value.

As Reitmeister sees it, these shares should be trading for a meaningfully higher multiple than they are today, which means this stock has real potential to double or more from its current price. 

It's a small cap, so there's more risk than your average stock. But the potential reward may more than make up for it. 

So here's the actionable takeaway from all of this: the single-day trading moves from this reconstitution are done, but the story isn't. FTSE Russell's next reconstitution lands in December — the first time in decades this has happened twice in the same year. That means this whole setup repeats in a few months, and now you know exactly what to look for.

Don't just chase whatever gets promoted to the Russell 1000. As we saw with Bloom Energy and Credo, those moves often happen before most investors even hear about them. Instead, check the actual rating before you buy — because sometimes, like with Taboola this time around, the real opportunity is sitting one tier down, in a stock nobody's talking about yet.

What to Do Next?

• 77 Best Stocks NOW! >
• Options Trading with the Zen Ratings >
• 2 New Stocks to Buy from Steve Reitmeister >

Want to get in touch? Email us at news@wallstreetzen.com.