In its first-quarter 2026 investor letter, Hardman Johnston Large Cap Equity Strategy highlighted Vertiv Holdings Co (NYSE:VRT).
Vertiv Holdings Co (NYSE:VRT) is a critical infrastructure solutions provider for data centers, communication networks, and commercial and industrial environments
On July 1, 2026, Vertiv Holdings Co (NYSE:VRT) closed at $311.42 per share, reflecting a market capitalization of $119.61 billion. Vertiv Holdings Co (NYSE:VRT) posted a one-month return of -3.86%, while its shares gained 143.60% over the past 52 weeks. Hardman Johnston Large Cap Equity Strategy stated the following regarding Vertiv Holdings Co (NYSE:VRT) in its Q1 2026 investor letter: “The best contributors were led by Vertiv Holdings Co (NYSE:VRT), Advanced Energy Industries, Inc., and Curtiss Wright Corporation.
All three saw customer order growth adding to already strong backlogs in their respective fields of computing infrastructure, and aerospace/nuclear power. We continue to monitor their business closely for cracks in the foundation but remain confident that they are essential to customers and the prospects for growth are solid.” Vertiv Holdings Co (NYSE:VRT) is ranked 38th on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 96 hedge fund portfolios held Vertiv Holdings Co (NYSE:VRT) at the end of the first quarter, compared to 112 in the previous quarter.