Here’s Why Vertiv Holdings Co (VRT) Rose in Q2

ClearBridge Investments, an investment management company, released its “ClearBridge Select Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S. equities strongly rebounded in the second quarter. The S&P 500 Index returned 10.9%, and the benchmark Russell 3000 Index advanced 11.0%, as risk-on sentiment took hold following the pause in tariff implementation. The strategy outperformed the benchmark in the quarter, driven by the strength in portfolio construction across companies and sectors with distinct growth drivers. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second-quarter 2025 investor letter, ClearBridge Select Strategy highlighted stocks such as Vertiv Holdings Co. (NYSE:VRT). Vertiv Holdings Co. (NYSE:VRT) provides critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments. The one-month return of Vertiv Holdings Co. (NYSE:VRT) was 8.10%, and its shares gained 48.63% of their value over the last 52 weeks. On September 17, 2025, Vertiv Holdings Co (NYSE:VRT) stock closed at $136.83 per share, with a market capitalization of $52.251 billion.

ClearBridge Select Strategy stated the following regarding Vertiv Holdings Co (NYSE:VRT) in its second quarter 2025 investor letter:

“Vertiv Holdings Co (NYSE:VRT) and Comfort Systems continue to benefit from the growing focus on AI and the underlying infrastructure investments required to support it. Vertiv delivers power and thermal management systems critical for data center operations, while Comfort Systems provides HVAC and electrical systems installation and maintenance. These names helped offset weakness across our more cyclical industrial positions that have yet to see a meaningful upturn in economic activity.”

Vertiv Holdings Co (VRT) Will Benefit From Data Center Spending, Says Jim Cramer

Vertiv Holdings Co (NYSE:VRT) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 104 hedge fund portfolios held Vertiv Holdings Co (NYSE:VRT) at the end of the second quarter, compared to 90 in the previous quarter. While we acknowledge the risk and potential of Vertiv Holdings Co (NYSE:VRT) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Vertiv Holdings Co (NYSE:VRT) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Vertiv Holdings Co (NYSE:VRT) and shared the list of stocks Jim Cramer shared insights on. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.