Jim Cramer Discussed 8 Stocks Amid the S&P 500 Reshuffle: Vertiv, Paycom, and More

Page 7 of 7

1. Vertiv Holdings Co (NYSE:VRT)

Vertiv Holdings Co (NYSE:VRT) is one of the stocks Jim Cramer discussed amid the reshuffling of the S&P 500. The Mad Money host noted that it is a “Cramer fave,” as he remarked:

First, there’s Cramer fave Vertiv, which makes power and cooling equipment, especially for the data center. Since Vertiv came public through a SPAC merger just over six years ago, the stock has rallied over 1,950%, and it’s been profitable for five full years with a market capitalization now in excess of $101 billion, wow. Purely on the basis of size, it would’ve been very hard for S&P Global to keep Vertiv out of the index. What a stock, what a company.

Vertiv Holdings Co (NYSE:VRT) designs, manufactures, and manages power and cooling systems for data centers and digital networks. The company also provides services to keep these systems running smoothly and efficiently. During the lightning round of the February 23 episode, a caller inquired about the stock, and Cramer responded:

Well, Vertiv’s the best one. No, Vertiv’s the best. I love Vertiv. That’s, of course, the chairman of that is Dave Cote. It just had a very big jump, so it might pull back because the market’s gotten ugly. But just be aware, it’s a very good company.

While we acknowledge the potential of Vertiv Holdings Co (NYSE:VRT) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than VRT and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 9 Best Battery Stocks to Buy Before They Explode.

Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.

Page 7 of 7