Top Shareholders Drive Vertiv Holdings’ AI-Led Surge
Vertiv Holdings (VRT) has surged 31% over the past year, buoyed by demand for its energy-efficient cooling solutions critical to AI infrastructure. Institutional investors dominate ownership at 63.1%, with Vanguard leading at 9.4%. Public companies and retail investors hold 35.2%, while insiders retain a modest 1.7% stake.
The Vanguard Total Stock Market ETF (VTI) and Vanguard Mid-Cap ETF (VO) are key ETF holders, controlling 3.2% and 2.17% respectively. As AI spending concerns abate, Vertiv's stock has gained 4% year-to-date, reflecting renewed market confidence in data center infrastructure plays.