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Top 10 Stock Picks of 10 Famous Billionaires. Vertiv Holdings Co (NYSE:VRT) ranks # (see Top 5 Stock Picks of 5 Famous Billionaires).

Number of Hedge Funds: 96

Top Pick Of: Leon Cooperman — Omega Advisors

Vertiv makes the power and cooling systems that keep data centers running. As AI workloads grow, demand for electricity and thermal management is rising fast. Vertiv sits at the center of that demand.

The numbers back it up. In Q1, revenue rose 30% year over year. The Americas led the way, with sales up 50%. Growth is also coming with better margins. Adjusted operating margin rose 430 basis points year over year to 21% in Q1. For the full year, Vertiv expects organic growth of around 30%. Longer term, it targets 20% to 22% revenue CAGR through 2030.

The stock trades at around 48x forward earnings. Bulls argue that 30% revenue growth and expanding margins justify the premium.

Fidelity Growth Strategies Fund stated the following regarding Vertiv Holdings Co (NYSE:VRT) in its Q1 2026 investor letter:

“Conversely, an underweight in Vertiv Holdings Co (NYSE:VRT) (+55%), which provides power management and cooling solutions to data centers and other high performance facilities, was the biggest detractor from relative performance in Q1. The stock jumped in early February in anticipation of, and then following, the firm’s quarterly financial update. Revenue and operating margin both meaningfully expanded, and organic orders surged roughly 250%. While Vertiv closed the quarter as a top-10 holding, we modestly reduced the stake, and it was the portfolio’s largest underweight at quarter end (Click Here to Read the Letter in Detail).”

While we acknowledge the potential of VRT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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