What smart money is saying about Vertiv
7 funds in our archive have pitched Vertiv — most recently Blue Whale Growth Fund in June 2026.
Vertiv Holdings Co, headquartered in Columbus, Ohio, is a global provider of essential digital infrastructure technologies and comprehensive lifecycle services. The company specializes in the design, manufacturing, and servicing of critical systems vital for data centers, communication networks, and diverse commercial and industrial applications. Its extensive product range encompasses AC and DC power management, thermal control solutions, integrated rack systems, modular designs, and sophisticated management platforms for monitoring and governing digital environments. These solutions are fundamental to the operation of numerous modern services, including e-commerce, online banking, file sharing, video on-demand, energy storage, wireless communications, the Internet of Things, and online gaming. In addition to its hardware offerings, Vertiv delivers a full spectrum of lifecycle management services. These include professional deployment, ongoing maintenance, and optimization, supported by predictive analytics. Specific service capabilities extend to preventative maintenance, acceptance testing, engineering and consulting, performance assessments, remote monitoring, training, spare parts, and specialized critical digital infrastructure software. Vertiv's products are marketed under prominent brands like Liebert, NetSure, Geist, E&I, Powerbar, and Avocent. The company serves a wide array of sectors such as social media, financial services, healthcare, transportation, retail, education, and government. Its global reach spans the Americas, Asia Pacific, and Europe, the Middle East, and Africa, facilitated by a robust network of direct sales professionals, independent representatives, channel partners, and original equipment manufacturers.
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Position history
Between Q4 2025 and Q2 2026, 10 fund letters reported a position in Vertiv — 3 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 5 | 0 | 3 | 2 |
| Q1 2026 | 5 | 0 | 0 | 3 |
| Q4 2025 | 0 | 0 | 0 | 2 |
Fund activity · 10 positions · 3 moves
- TrimmedBaron Small Cap FundJune 2026
“Though we have trimmed our position along the way, we maintain a large position believing strongly in the future success of the company.”
Read the letterVertiv - TrimmedClearBridge Investments Growth StrategyJune 2026
“In industrials, we took some profits in Vertiv, whose power, thermal management and digital infrastructure solutions continue to benefit from robust data center spending and used part of the proceeds to initiate a position in MasTec,”
Read the letterVertiv - HoldsHardman Johnston Global Equity (Hardman Johnston Global Advisors)June 2026
Listed in Hardman Johnston Global Equity (Hardman Johnston Global Advisors)’s reported holdings.
Read the letterVertiv - HoldsHardman Johnston Global Advisors Large Cap EquityJune 2026
“In the quarter, performance was driven by gains in Illumina, Inc., SharkNinja, Inc., and Vertiv Holdings Co.”
Read the letterVertiv - ExitedDeep Sail Capital PartnersJune 2026
“The fund closed positions in Micron, Amplitech Group, Vertiv, Ouster, and MDA Space among others.”
Read the letterVertiv - HoldsBuffalo Mid Cap Discovery FundMarch 2026
Listed in Buffalo Mid Cap Discovery Fund’s reported holdings.
Read the letterVertiv - HoldsHardman Johnston Select EquityMarch 2026
“The best contributors were led by Vertiv Holdings Co., Advanced Energy Industries, Inc., and Curtiss- Wright Corporation.”
Read the letterVertiv - HoldsHardman Johnston Large Cap EquityMarch 2026
“The best contributors were led by Vertiv Holdings Co., Advanced Energy Industries, Inc., and Curtiss- Wright Corporation.”
Read the letterVertiv - HoldsHardman Johnston Global EquityMarch 2026
“Vertiv Holdings Co., ASML Holding NV, and Prysmian S.p.A..”
Read the letterVertiv - HoldsBuffalo Mid Cap Growth FundMarch 2026
Listed in Buffalo Mid Cap Growth Fund’s reported holdings.
Read the letterVertiv
Also mentioned · 2
These funds discuss Vertiv — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedBlue Whale Growth FundJune 2026
“Vertiv is the dominant provider of critical power and cooling infrastructure to the data centre market.”
Read the letterVertiv - MentionedBrown Advisory Mid‑Cap GrowthMarch 2026
“AI infrastructure companies - such as Vertiv Holdings Co (VRT), Quanta Services Inc (PWR), Lumentum Holdings Inc (LITE) - and those with physical assets were amongst the benchmark’s top contributors during the quarter.”
Read the letterVertiv
Fund coverage · 7 theses
- Blue Whale Growth FundJune 2026
Vertiv is the go-to power and cooling provider for AI data centres, supported by strong moats and global scale.
Read the full thesis - Baron Small Cap FundJune 2026
Vertiv Holdings Co supplies data-center power and cooling systems and is backed by strong growth, market-leading solutions, and attractive long-term financial targets.
Read the full thesis - Hardman Johnston Global EquityMarch 2026
Vertiv Holdings Co. is a prime beneficiary of AI-driven data center buildout with a one-stop-shop business model and strong order momentum.
Read the full thesis - Baron Asset FundMarch 2026
Vertiv Holdings is a critical digital infrastructure provider benefiting from data center shifts to integrated modular solutions and new cooling architectures, supporting strong growth and margin expansion.
Read the full thesis - Buffalo Mid Cap Discovery FundMarch 2026
Vertiv Holdings provides critical data center infrastructure and is positioned to benefit from accelerating AI-driven capex and structural undersupply in power and cooling.
Read the full thesis - Guinness Global Quality Mid CapDecember 2025
Vertiv Holdings is a mission-critical power and thermal management leader poised for multi-year AI/data center growth with expanding margins and strong backlog.
Read the full thesis - Hardman Johnston Global EquityDecember 2025
Vertiv Holdings Co. is a leading data center infrastructure provider with scale advantages, rapid order growth, and significant AI-driven revenue and margin expansion potential.
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