Mid-cap growth fund highlights VRT as a key beneficiary of accelerating AI infrastructure spending in Q2 2026.
Vertiv Holdings (VRT) gained attention as a top pick in the Carillon Eagle Mid Cap Growth Fund’s Q2 2026 investor letter, driven by surging demand for data center infrastructure. The fund noted AI-related spending as a key growth catalyst for technology and industrial sectors, supporting VRT’s outlook.
The Russell Midcap Growth Index rose 14.55% in Q2 2026, outpacing the value index’s 13.40% gain, with information technology leading at 36.90% returns. Industrials also outperformed, while energy was the sole declining sector. Resilient corporate earnings and economic growth underpinned the quarter, though geopolitical risks and inflation concerns lingered.
The fund remains optimistic about data center investments fueling technology, energy, and automation stocks, though financials and consumer sectors face headwinds from housing weakness and uneven spending patterns.