--- title: "VRT Vertiv Holdings" canonical: "https://supercyclehq.com/stock/vertiv-holdings" type: "stock" dataAsOf: "2026-11-06" ticker: "VRT" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Vertiv Holdings (VRT) Vertiv Holdings builds the critical infrastructure inside data centers. ## AI Exposure Score **85/100, Core.** Vertiv sells power distribution, thermal management, and liquid cooling for data centers, directly into the AI capacity buildout. Order growth and the entire investment case now hinge on hyperscaler and colocation AI capex, making it one of the most direct picks-and-shovels plays. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $182.86 | | Change 1d | +3.47% | | Change 7d | -21.35% | | Change 30d | -24.97% | | Change 1y | +1.81% | | 52-week high | $376.06 | | 52-week low | $149.73 | | Market cap | $70.4B | | P/E | 34.18 | | EPS | $5.35 | | Next earnings | 2026-10-28 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NYSE | | Sector | Industrials | | Headquarters | Westerville, Ohio | | CEO | Giordano Albertazzi | | Employees | 34,000 | | Website | https://www.vertiv.com | | Buildout layers | [Data Centers & Hardware](https://supercyclehq.com/category/data-centers), [Cooling & Thermal](https://supercyclehq.com/category/cooling-thermal) | ## What the company does Vertiv Holdings builds the critical infrastructure inside data centers. It sells power distribution, thermal management, and IT management equipment that keeps servers running, and its customers include the hyperscalers and colocation providers racing to add AI capacity. Its product lines map directly onto AI facility needs: data center cooling systems, Liebert power equipment, thermal management for dense AI racks, and SmartAisle containment that manages airflow. Liquid cooling for high-power AI hardware is a growing part of the portfolio. Founded in 2016 and headquartered in Westerville, Ohio, Vertiv trades on the NYSE, employs roughly 28,000 people, and is led by CEO Giordano Albertazzi. ## Role in the AI buildout Vertiv sits in the Data Centers & Hardware layer as one of the most direct picks-and-shovels plays on the AI buildout. Every AI data center needs power distribution and cooling, and Vertiv sells both, including the liquid cooling that dense AI racks increasingly require. Its order growth and investment case now hinge on hyperscaler and colocation AI capital spending, which earns it a Supercycle AI Exposure Score of 85 out of 100. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Philippe Laffont](https://supercyclehq.com/investors/philippe-laffont) | Coatue Management | $270.1M | 0.56% | trimmed | 2026-06-30 | | [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $23.8M | 0.10% | trimmed | 2026-06-30 | | [Terry Smith](https://supercyclehq.com/investors/terry-smith) | Fundsmith | $14.0M | 0.10% | trimmed | 2026-06-30 | ## Recent news - [Vertiv Beat by $550 Million Last Week. It Has Lost 23% Since Tuesday’s Vote](https://www.tikr.com/blog/vertiv-beat-by-550-million-last-week-it-has-lost-23-since-tuesdays-vote?ref=yahoofinance&tlnk=yf-261106-634x82p3&.tsrc=rss) (source, 2026-11-06) - [What Should Vertiv Stock Holders Take From Its Third-Quarter Report?](https://www.trefis.com/stock/vrt/articles/622913/what-should-vertiv-stock-holders-take-from-its-third-quarter-report/2026-11-05?.tsrc=rss) (source, 2026-11-06) - [Caterpillar Sinks Another 6%, Vertiv Down 14%, Quanta Down 12% as AI Selloff Spreads to Industrials](https://www.tikr.com/blog/caterpillar-sinks-another-6-vertiv-down-14-quanta-down-12-as-ai-selloff-spreads-to-industrials?ref=yahoofinance&tlnk=yf-261105-pp3h85x2&.tsrc=rss) (source, 2026-11-05) - [The Unwinding of the AI Trade Is Taking These Stocks Down With It the Most](https://finance.yahoo.com/m/b1f1fbe6-2fcf-30c9-abb1-0dfe2e888f8d/the-unwinding-of-the-ai-trade.html?.tsrc=rss) (source, 2026-11-05) - [Are Wall Street Analysts Predicting Vertiv Holdings Stock Will Climb or Sink?](https://www.barchart.com/story/news/8678360/are-wall-street-analysts-predicting-vertiv-holdings-stock-will-climb-or-sink?.tsrc=rss) (source, 2026-11-05) ## FAQ ### What does Vertiv Holdings do? Vertiv sells power distribution, thermal management, and liquid cooling equipment for data centers. Hyperscalers and colocation providers use its systems to power and cool the facilities running AI workloads. ### How is Vertiv Holdings exposed to AI? Very directly. Supercycle scores it 85 out of 100. Its order growth and the entire investment case hinge on hyperscaler and colocation AI capacity spending, making it a leading picks-and-shovels name. ### What are Vertiv's main products? AI data center cooling, Liebert power equipment, AI thermal management, and SmartAisle containment. Together they handle the power delivery and heat removal that dense AI computing racks demand. ### Is VRT a pure play AI stock? Close to it by exposure. Supercycle scores Vertiv 85 out of 100 because AI data center capital spending now drives its orders, even though its equipment also serves conventional data centers. ### Where is Vertiv headquartered and who leads it? Vertiv Holdings is headquartered in Westerville, Ohio, and led by CEO Giordano Albertazzi. The company was founded in 2016, trades on the NYSE, and employs roughly 28,000 people. --- Source: https://supercyclehq.com/stock/vertiv-holdings. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.