Jim Cramer’s Biggest Quantum Computing & Data Center Stock Hits: Top 5 Stocks

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1. Vertiv Holdings Co (NYSE:VRT)

Number of Hedge Fund Holdings in Q4 2024: 92

Number of Hedge Fund Holdings in Q4 2025: 112

Performance Since Cramer’s Remarks: 186%

Date/Month of Cramer’s Remarks: May 2nd, 2025

Vertiv Holdings Co (NYSE:VRT) is an electrical equipment manufacturer that caters to the needs of the data center industry. Its shares are up by a whopping 215% over the past year and by a strong 186% since Cramer advised viewers to “stick” with it on Squawk on the Street. The shares surged by 7% in early October amidst a new deal with Hitachi and OpenAI. However, the biggest surge in Vertiv Holdings Co (NYSE:VRT)’s shares came in February 2026 when the stock closed a whopping 25% higher on the 11th. This jump came when the firm reported its fourth-quarter earnings. The results saw Vertiv Holdings Co (NYSE:VRT) post $0.95 to $1.01 in its first quarter earnings guidance while analysts had expected $0.85. The firm also posted $2.88 billion in fourth quarter revenue that marked a 22.7% annual growth, and its operating profit grew by 33% annually. Here’s what Cramer had said about Vertiv Holdings Co (NYSE:VRT) in May:

“And, if you want a data center play, stick to Vertiv or get out.”

While we acknowledge the potential of VRT to grow, our conviction lies in the belief that some 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 the cheapest AI stock.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years.

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