What smart money is saying about Vertiv Holdings Co. Class A
VRT · Industrials · Electrical Equipment & Parts · Market cap $127.93B
9 funds in our archive have pitched Vertiv Holdings Co. Class A, most recently Argent Mid Cap Strategy in September 2026.
Company profile
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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Fund signal · last 12 months
36 lettersMore funds are selling than buying
−7
Net flow
1 buy · 11%8 sells · 5 full exits
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q4 2024 and Q3 2026, 39 fund letters reported a position in Vertiv Holdings Co. Class A, with 1 buy (opened or added) and 8 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 14 | 1 | 2 | 2 |
| Q2 2026 | 13 | 0 | 6 | 2 |
| Q1 2026 | 8 | 0 | 0 | 3 |
| Q4 2025 | 1 | 0 | 0 | 2 |
| Q2 2025 | 2 | 0 | 0 | 0 |
| Q4 2024 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 39 positions · 11 moves
- September 2026
“Vertiv Helps Make Power-Dense AI Feasible As AI chips increase rack-level power density, data centers require tightly integrated power and thermal-management systems. Vertiv’s closed-loop cooling technologies are well suited to higher-density computing and can reduce dependence on continual water consumption.”
Vertiv Holdings Co. Class A - September 2026
“We also added Ciena and Lumentum, reflecting rising optical connectivity requirements in AI data centers, and Seagate and Vertiv, which stand to benefit from demand for high-capacity storage and increasingly power- and cooling-intensive data center architectures.”
Vertiv Holdings Co. Class A - September 2026
“Detractors included Vertiv Holdings, Curtiss-Wright Corp., and Howmet Aerospace Inc. In one way or another, all suffered from some luster coming off the AI trade. Vertiv Holdings is directly tied into data center construction while Curtiss-Wright and Howmet are more derivative plays on power”
Vertiv Holdings Co. Class A - September 2026
“Detractors included Curtiss-Wright Corp., Advanced Energy Industries, Inc., and Vertiv Holdings.”
Vertiv Holdings Co. Class A - September 2026
“Industrials also detracted materially from relative performance. Vertiv Holdings Co. was the largest individual detractor within the sector, while Howmet Aerospace Inc. also weighed on results.”
Vertiv Holdings Co. Class A - September 2026
“These contributions offset headwinds for Vertiv, a power, thermal management and digital infrastructure solutions provider for data centers, due to a revenue shortfall management attributed to project timing and supply chain congestion.”
Vertiv Holdings Co. Class A - September 2026
“Applied Materials (AMAT) is one of the world’s leading semiconductor equipment makers. AMAT underperformed along with other semiconductor makers amid elevated valuations and investor concerns about AI spending durability. Astera Labs (ALAB) is the leader in high-speed compute connectivity solutions. The stock earnings missed elevated expectations and investors questioned historically high valuations. Vertiv (VRT) is a global leader in power and thermal management solutions. VRT underperformed primarily due to missing revenue expectations, citing project execution and supply chain challenges.”
Vertiv Holdings Co. Class A - TrimmedArgent Mid Cap StrategySeptember 2026
“Within AI infrastructure, we trimmed Hewlett Packard Enterprise, Comfort Systems and Vertiv.”
Vertiv Holdings Co. Class A - September 2026
“Portfolio activity this quarter followed two organizing principles. First, we maintained discipline around the strategy's capitalization range, trimming or exiting holdings whose appreciation had pushed their market values toward its upper end. Second, after substantial gains across several AI infrastructure holdings, we reduced the portfolio's aggregate exposure to that theme. We also exited two positions where the balance of risk and reward had deteriorated and initiated six new positions. Three reductions were driven primarily by size. We trimmed Fortinet, a leading provider of network security, firewalls and secure networking, and trimmed United Rentals, the largest equipment rental company in North America. We sold Vertiv, a provider of power and thermal management systems for data centers, communications networks and industrial facilities.”
Vertiv Holdings Co. Class A - September 2026
“On the downside, holdings in Vertiv, TSMC and SK Square were caught up in the rotation away from semiconductor stocks into some of the market’s large technology companies, such as software companies and hyperscalers, which are building the cloud computing and data centre infrastructure that will power the rapid expansion of AI.”
Vertiv Holdings Co. Class A - September 2026
“On the downside, stock selection in parts of the US technology sector detracted modestly. Palantir, which is not held in the portfolio, delivered exceptionally strong results and rallied sharply. Meanwhile, holdings in SK Hynix, Vertiv Holdings, Intel and BE Semiconductor Industries were caught up in the rotation away from semiconductor stocks.”
Vertiv Holdings Co. Class A - September 2026
“On the downside, holdings in Vertiv, TSMC and SK Square were caught up in the rotation away from semiconductor stocks into some of the market’s large technology companies, such as software companies and hyperscalers, which are building the cloud computing and data centre infrastructure that will power the rapid expansion of AI.”
Vertiv Holdings Co. Class A - September 2026
“On the downside, stock selection in parts of the technology sector detracted modestly. Palantir, which is not held in the portfolio, delivered exceptionally strong results and rallied sharply. Meanwhile, the holdings in Vertiv Holdings, Intel and Micron Technology were caught up in the rotation away from semiconductor stocks.”
Vertiv Holdings Co. Class A - September 2026
“Meanwhile, the holdings in Vertiv Holdings, Intel and Micron Technology were caught up in the rotation away from semiconductor stocks.”
Vertiv Holdings Co. Class A - 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. Class A - 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. Class A Listed in Hardman Johnston Global Equity (Hardman Johnston Global Advisors)’s reported holdings.
Vertiv Holdings Co. Class A- 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. Class A - 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. Class A - June 2026
Listed in Buffalo funds Mid Cap Discovery Fund’s reported holdings.
Vertiv Holdings Co. Class A - 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. Class A - 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. Class A - 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. Class A - 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. Class A - 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. Class A - June 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. Class A - June 2026
“The top contributors for the financial year were Comfort Systems (Infrastructure), Ciena and Celestica (Connectivity) and Vertiv (Climate).”
Vertiv Holdings Co. Class A - 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. Class A - March 2026
Listed in Buffalo Mid Cap Growth Fund’s reported holdings.
Vertiv Holdings Co. Class A - March 2026
Listed in Buffalo Mid Cap Discovery Fund’s reported holdings.
Vertiv Holdings Co. Class A - 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. Class A - 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. Class A - March 2026
Listed in Alger Capital Appreciation Fund’s reported holdings.
Vertiv Holdings Co. Class A - March 2026
“• Vertiv specializes in critical cooling and power management infrastructure technologies, catering primarily to data center clients. We believe Vertiv is well positioned as a direct beneficiary of the accelerating data center buildout, where its broad portfolio of power and cooling solutions addresses essential requirements for both new construction and existing facility upgrades. During the quarter, shares contributed positively to performance after the company delivered strong fiscal fourth-quarter results and issued full-year revenue guidance well ahead of consensus expectations.”
Vertiv Holdings Co. Class A - March 2026
“• Vertiv specializes in critical cooling and power management infrastructure technologies, catering primarily to data center clients. We believe Vertiv is well positioned as a direct beneficiary of the accelerating data center buildout, where its broad portfolio of power and cooling solutions addresses essential requirements for both new construction and existing facility upgrades. During the quarter, shares contributed positively to performance after the company delivered strong fiscal fourth-quarter results and issued full-year revenue guidance well ahead of consensus expectations.”
Vertiv Holdings Co. Class A - December 2025
“Within industrials, we remain focused on Siemens Energy and Vertiv, where we believe data centers will remain supportive for earnings revisions.”
Vertiv Holdings Co. Class A - HoldsRS Global StrategyJune 2025
“Positive contributors to relative performance included engineered products and solutions provider Curtiss-Wright Corporation and industrial infrastructure company Vertiv Holdings Co., both based in the United States.”
Vertiv Holdings Co. Class A - June 2025
“ Vertiv delivered double-digit order growth despite challenging comparisons to a record-breaking 2024, sending the stock higher after prior concerns of softening demand following DeepSeek led to a first quarter pullback.”
Vertiv Holdings Co. Class A - HoldsNewBridge Large Cap Growth EquityDecember 2024
“The portfolio’s Industrials sector holdings underperformed those of the benchmark. Uber Technologies, Inc. was the worst performer. As outlined above, Uber has been stuck on the wrong side of the “Trump trade” that has favored Tesla. Uber treaded water in November, as perceived competition from Tesla’s full-self-driving efforts may crimp Uber over time. Unfortunately, this belief continued in December and was exacerbated by Waymo’s (Uber’s autonomous vehicle [AV] partner in Phoenix and Austin) decision to not partner with Uber in Miami in 2026. We believe that Uber will have a seat at the AV table, as its network platform is the world’s largest. In the meantime, it is hard to prove or disprove how successful potential competitors will be. For example, time is the key here, as Tesla’s ability to get to scale will likely take years. We believe that fundamentals at Uber remain attractive, but it has been fighting a perceived advantage that Tesla may or may not hold in the coming years. Within the Industrials sector, Vertiv Holdings Co. was the portfolio’s standout return leader during the quarter.”
Vertiv Holdings Co. Class A
Also mentioned · 6
These funds discuss Vertiv Holdings Co. Class A as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedVltava FundSeptember 2026
“Every dollar that Microsoft, for example, pays for a GPU, networking equipment, or data center construction becomes someone else’s revenue. For companies such as NVIDIA, Broadcom, TSMC, SK Hynix, Micron, Samsung, Arista, Vertiv, or construction and energy firms, their customers’ investments today translate into revenue today and, under current conditions, often very high profits.”
Vertiv Holdings Co. Class A - September 2026
“Fortunately, our portfolio and the overall market continue to grow earnings at a high rate. The chart above compares the S&P 500’s forward P/E to its equal-weighted counterpart. As we’ve written in the past, the S&P 500 is a market cap-weighted index. Thus, the biggest companies have a pronounced influence on the index’s metrics. In fact, the top 10 companies make up about 40% of the index. We believe the equal-weighted index is helpful to see what the overall market’s P/E is. In both cases, the P/Es have contracted since the beginning of the year while the overall market returns have been positive. This suggests that earnings growth has been greater than the multiple contraction in the market. An example of this is (Vertiv) VRT.”
Vertiv Holdings Co. Class A - MentionedO'Keefe Stevens NVIDIA StrategyJuly 2026
“The Vera Rubin DSX AI Factory reference design and NVIDIA Omniverse DSX Blueprint bring together compute, networking, storage, power, cooling, and operations into an open, modular architecture supported by partners including Vertiv, Schneider Electric, Eaton, Jacobs, Phaidra, Procore, PTC, Siemens, Switch, Trane Technologies, Cadence, and Dassault Systèmes.”
Vertiv Holdings Co. Class A - 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. Class A - 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. Class A - 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. Class A
Fund coverage · 9 theses
- Argent Mid Cap StrategySeptember 2026
Vertiv remains tied to AI data center infrastructure, with long-term demand intact, but the stock corrected as expectations and valuation reset.
Read the full thesis - Clearbridge Investments ESG InvestmentSeptember 2026
Vertiv provides integrated power and cooling systems that enable higher-density AI data centers with lower water use and faster deployment.
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 - 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 - 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.
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.
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