Jim Cramer’s Biggest Winners to Buy: Top 5 AI & Other Stocks He Got Right in 2026

4. Vertiv Holdings Co (NYSE:VRT)

Number of Hedge Fund Holdings in Q3 2025: 102

Number of Hedge Fund Holdings in Q1 2026: 96

Performance Since Cramer’s Remarks: 72.77%

Date/Month of Cramer’s Remarks: January 5th, 2026

Vertiv Holdings Co (NYSE:VRT) is an electric equipment and products provider that caters to the needs of the data center industry. The shares are up by 138% over the past year and by 71% year-to-date. May 2026 was a key month for the stock as it dropped by 14.9% between May 15th and May 20th. On June 3rd, Vertiv Holdings Co (NYSE:VRT) declared a $0.0625 dividend per share. Its shares closed 24.5% higher on February 11th after the firm posted its fourth quarter earnings. The results saw Vertiv Holdings Co (NYSE:VRT) post $2.88 billion in revenue to meet analyst estimates and $1.14 in earnings per share to miss $1.30 in estimates. However, the firm’s $8.2 billion in orders received were more than double the $3.4 billion in estimates. Here’s what Cramer said about Vertiv Holdings Co (NYSE:VRT) in January in his morning appearance:

“Do you know that this fundraise is probably the most important thing that’s going to happen in the first quarter? Because it means. . .you can buy Vertiv, it means you can buy NVIDIA.”

Hardman Johnston Large Cap Equity Strategy discussed 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.”