What smart money is saying about Vertiv Holdings Co
7 funds in our archive have pitched Vertiv Holdings Co — most recently Baron Small Cap 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, 17 fund letters reported a position in Vertiv Holdings Co — 8 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 12 | 0 | 8 | 2 |
| Q1 2026 | 5 | 0 | 0 | 3 |
| Q4 2025 | 0 | 0 | 0 | 2 |
Fund activity · 17 positions · 8 moves
- June 2026
“In Q2, the fund closed eight positions and opened five new positions. The fund closed positions in Micron, Amplitech Group, Vertiv, Ouster, and MDA Space among others.”
Vertiv Holdings Co - June 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,”
Vertiv Holdings Co Listed in Hardman Johnston Global Equity (Hardman Johnston Global Advisors)’s reported holdings.
Vertiv Holdings Co- June 2026
“Portfolio Commentary Hardman Johnston’s Large Cap Equity composite delivered a return of 9.5% in the second quarter and 10.1% for the first six months of 2026, both net of fees. These compared to 15.2% and 10.2% for the S&P 500 Index. In the quarter, performance was driven by gains in Illumina, Inc., SharkNinja, Inc., and Vertiv Holdings Co.”
Vertiv Holdings Co - 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.”
Vertiv Holdings Co - June 2026
Listed in Buffalo funds Mid Cap Discovery Fund’s reported holdings.
Vertiv Holdings Co - TrimmedBaron Small Cap StrategyJune 2026
“Vertiv Holdings Co provides power and cooling systems for data centers. Shares increased during the quarter as Vertiv reported strong Q1 financial results (adjusted earnings per share increased 83% year-over-year) and increased fiscal year guidance fueled by organic sales growth of around 30%. Vertiv is benefiting from the industry's shift toward integrated and modular solutions that help alleviate labor shortages and accelerate deployment timelines, supported by its market-leading product portfolio and service capabilities. The company is also well positioned to support key technology transitions, including liquid cooling and direct current power architectures. Management increased long-term financial projections to 20%-plus revenue CAGR and a 27%-plus EBIT margin out to 2030, with $24 billion of cash to deploy for M&A, offering a compelling investment from current levels. Though we have trimmed our position along the way, we maintain a large position believing strongly in the future success of the company.”
Vertiv Holdings Co - June 2026
“Alongside the memory and interconnect reductions above, we exited Ciena, Ultra Clean, KLA, Kokusai Electric, Arista Networks, Fabrinet and Vertiv, several having closed the gaps we originally underwrote, and released further capital from Tesla, Shopify, Mercadolibre and Robinhood to concentrate the Fund on the technology stack itself; the ServiceNow exit completed in April.”
Vertiv Holdings Co - June 2026
“Alongside the memory and interconnect reductions above, we exited Ciena, Ultra Clean, KLA, Kokusai Electric, Arista Networks, Fabrinet and Vertiv, several having closed the gaps we originally underwrote, and released further capital from Tesla, Shopify, Mercadolibre and Robinhood to concentrate the Fund on the technology stack itself; the ServiceNow exit completed in April.”
Vertiv Holdings Co - June 2026
“The other five were reduced, among them Broadcom, Arm and Elite Material, and we also exited the first quarter’s standouts Lumentum and Vertiv, plus CoreWeave and Constellation Energy, alongside AppLovin, Newmont, Robinhood, SoFi and Upstart.”
Vertiv Holdings Co - June 2026
“Trading activity Having bought dislocation in the first quarter, we spent the second selling strength. Five of the quarter’s ten largest contributors were exited outright: SK Hynix, SanDisk, Applied Materials, Credo and Ciena, the last having doubled over the half year. The other five were reduced, among them Broadcom, Arm and Elite Material, and we also exited the first quarter’s standouts Lumentum and Vertiv, plus CoreWeave and Constellation Energy, alongside AppLovin, Newmont, Robinhood, SoFi and Upstart. With Boston Scientific, Shopify and Mercadolibre discussed above, the quarter’s dealing totalled seventeen positions sold and seventeen initiated: unusually high turnover for this Fund, and a deliberate response to the concentration above.”
Vertiv Holdings Co - HoldsJAG Capital Management Large Cap Growth PortfolioJune 2026
“Large Cap Growth Portfolio1jagcap.com CAPITAL MANAGEMENTLLCForward. Together. Commentary: 2nd Quarter 2026 Highlights Portfolio Review • US equities climbed a wall of worries in Q2, including oil supply disruption in the Middle East, elevated inflationary pressures, robust valuations, and a leadership change at the Federal Reserve. This market resiliency was underpinned by strong corporate earnings growth and progress toward deescalation in the Middle East. • Technology and Industrials were the best performing sectors by a wide margin, primarily driven by strong performance from AI beneficiaries. Energy and defensive sectors lagged – reversing the trend from Q1. • LCG strategy outperformance in the quarter was driven by security selection. Our positions in leading semiconductor companies provided a tailwind to performance, led by Micron (MU), Advanced Micro Devices (AMD), Applied Materials (AMAT), and Intel (INTC). Alphabet (GOOGL) and Vertiv (VRT) were also positive contributors.”
Vertiv Holdings Co - March 2026
“Portfolio Commentary In the first quarter of 2026 the Select Equity composite eked out a gain of 1.17% net of fees compared to a loss of 4.33% for the S&P 500. What became clear is that companies with strong backlogs of customer business were rewarded and those with more economically sensitive customers underperformed. The best contributors were led by Vertiv Holdings Co., Advanced Energy Industries, Inc., and Curtiss- Wright Corporation.”
Vertiv Holdings Co - March 2026
Listed in Buffalo Mid Cap Growth Fund’s reported holdings.
Vertiv Holdings Co - March 2026
Listed in Buffalo Mid Cap Discovery Fund’s reported holdings.
Vertiv Holdings Co - March 2026
“The top individual contributors to relative performance during the quarter were Vertiv Holdings Co., ASML Holding NV, and Prysmian S.p.A..”
Vertiv Holdings Co - March 2026
“Portfolio Commentary In the first quarter of 2026 the Large Cap Equity composite eked out a gain of 0.57% net of fees compared to a loss of 4.33% for the S&P 500. What became clear is that companies with strong backlogs of customer business were rewarded and those with more economically sensitive customers underperformed. The best contributors were led by Vertiv Holdings Co., Advanced Energy Industries, Inc., and Curtiss- Wright Corporation.”
Vertiv Holdings Co
Also mentioned · 3
These funds discuss Vertiv Holdings Co — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedBlue Whale Growth FundJune 2026
“Company: Vertiv Sector: Industrials Company Size: $129bn Dominant provider of critical power and cooling infrastructure to the data centre market Vertiv is the dominant provider of critical power and cooling infrastructure to the data centre market.”
Vertiv Holdings Co - June 2026
“While absolute performance in Industrials was strong, up 20% in the quarter, the Strategy underperformed the Index in the sector due to rising share prices of benchmark-only companies like Rocket Lab, Vertiv, and Quanta.”
Vertiv Holdings Co - MentionedBrown Advisory Mid‑Cap GrowthMarch 2026
“During the first quarter, market dynamics were mostly driven by the military campaign in Iran, the closure of the Strait of Hormuz, soaring energy prices, AI’s dominance, and the death of anything in its crosshairs. Given that backdrop, the price of oil (W&T Offshore Inc.) soared 77% while the U.S. 10-Year Treasury yield climbed 15 basis points (bps) to 4.32. Looking broadly, value-oriented and small-cap benchmarks led returns, while growth, mid-, and large-caps lagged. Dispersion was reasonably wide during the quarter—the Russell 2000® Value (small cap) Index beat the Russell Top 200® Growth Index (large cap) by approximately 15% (+5% versus -10%). Perhaps oddly, biotech led again (State Street SPDR S&P Biotech ETF +5%), continuing a trend from the last two quarters. Generally, we continue to see a broadening of market drivers beyond large-cap tech, though much of this we attribute to capital fleeing any asset-light business in the crosshairs of AI in favor of asset-heavy businesses with little disruption risk. In the Russell Midcap Growth Index, Energy, Basic Materials, and Industrials drove results while Financials, Consumer Discretionary, and Health Care lagged. Generally, 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.”
Vertiv Holdings Co
Fund coverage · 7 theses
- 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 - 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 - 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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