Vertiv Holdings Co VRT
ELECTRICAL EQUIPMENT & PARTS with price history, portfolio records, theme ratings, and research entries from the IntraAlpha data layer.
Price, fundamentals, portfolio context, and research memory.
Latest snapshot: 2026-08-28T00:00:00. Position gain/loss: —.
37 trade records · 0 option records · 2025-01-06 → 2026-07-24Proprietary liquid cooling and power distribution technologies essential to AI data center infrastructure. Modular solutions designed around NVIDIA high-density compute architectures create technical lock-in. Strategic alignment with NVIDIA and part…
~30 manufacturing and assembly facilities across 40+ countries for modular infrastructure components. Geographically distributed and specialized for data center production. Not uniquely scarce, but the facility density and specialization support com…
Growth. NVIDIA liquid cooling partnership locks Vertiv into every AI data center buildout as $9.5B backlog converts through 30+ manufacturing facilities worldwide. Primary assets. ~30 manufacturing facilities across 40+ countries, NVIDIA strategic p…
Append-only ticker entries from the internal coverage database.
- SW 10 : HW 90
Growth. NVIDIA liquid cooling partnership locks Vertiv into every AI data center buildout as $9.5B backlog converts through 30+ manufacturing facilities worldwide. Primary assets. ~30 manufacturing facilities across 40+ countries…
- Strong
~30 manufacturing and assembly facilities across 40+ countries for modular infrastructure components. Geographically distributed and specialized for data center production. Not uniquely scarce, but the facility density and specia…
- Strong
Proprietary liquid cooling and power distribution technologies essential to AI data center infrastructure. Modular solutions designed around NVIDIA high-density compute architectures create technical lock-in. Strategic alignment…
Proprietary liquid cooling and power distribution technologies essential to AI data center infrastructure. Modular solutions designed around NVIDIA high-density compute architectures create technical lock-in. Strategic alignment with NVIDIA and partnerships with Caterpillar embed Vertiv into customer design processes before installations are built. $9.5B ba…
~30 manufacturing and assembly facilities across 40+ countries for modular infrastructure components. Geographically distributed and specialized for data center production. Not uniquely scarce, but the facility density and specialization support competitive advantage.
- manual · sw-hw
Growth. NVIDIA liquid cooling partnership locks Vertiv into every AI data center buildout as $9.5B backlog converts through 30+ manufacturing facilities worldwide. Primary assets. ~30 manufacturing facilities across 40+ countries…
- manual · physical-assets
~30 manufacturing and assembly facilities across 40+ countries for modular infrastructure components. Geographically distributed and specialized for data center production. Not uniquely scarce, but the facility density and specia…
- manual · moat
Proprietary liquid cooling and power distribution technologies essential to AI data center infrastructure. Modular solutions designed around NVIDIA high-density compute architectures create technical lock-in. Strategic alignment…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-07-24 | SELL | Equity | +26% |
| 2026-07-24 | SELL | Equity | +13% |
| 2026-07-08 | SELL | Equity | +14% |
| 2026-07-08 | SELL | Equity | +28% |
| 2026-07-08 | SELL | Equity | +100% |
| 2026-07-07 | SELL | Equity | +27% |
| 2026-06-25 | SELL | Equity | +90% |
| 2026-05-28 | BUY | Equity | +21% |
| 2026-05-18 | BUY | Equity | +7% |
| 2026-02-26 | BUY | Equity | +45% |
| 2026-01-09 | BUY | Equity | +1% |
| 2026-01-08 | BUY | Equity | +0% |
| 2026-01-07 | BUY | Equity | +0% |
| 2026-01-02 | BUY | Equity | +0% |
| 2025-12-02 | BUY | Equity | +0% |
| 2025-12-01 | BUY | Equity | +0% |
| 2025-11-17 | BUY | Equity | +0% |
| 2025-11-14 | BUY | Equity | +0% |
| 2025-11-06 | BUY | Equity | +0% |
| 2025-11-04 | BUY | Equity | +0% |
| 2025-11-03 | BUY | Equity | +0% |
| 2025-04-24 | BUY | Equity | +2% |
| 2025-04-10 | BUY | Equity | +0% |
| 2025-04-03 | BUY | Equity | +0% |