VRT · suggested 2026-06-06
Vertiv makes the power and cooling kit that keeps data centres running, including the liquid cooling that dense AI racks now need. It is the unglamorous but essential part of AI compute infrastructure: once a data centre is built, someone has to power it and cool it. We like it because heat and power have become real bottlenecks for AI, and Vertiv sits right in that gap.
Where this sits in the cycle
Its order book sits directly downstream of the cloud giants' spending, so it is more industrial and more cyclical than the chip names. It benefits from two long trends at once, the AI buildout and broader electrification. The clear risk is a cut to data-centre budgets, which would show up in orders quickly.
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VRT · suggested 2026-06-06
290,36 USD
-3,4% since suggestion at 300,51 USD
iShares Global Tech Index, the bet to beat: -0,4% over the same stretch
Daily closes, the newest refreshed through the trading day.
Today the price sits 8% below its 50-day average and 19% above its 200-day average.