Top 10 Stock Picks of 10 Famous Billionaires

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6. Vertiv (NYSE:VRT)

Number of Hedge Funds: 96

Top Pick Of: Leon Cooperman — Omega Advisors

Vertiv makes the power and cooling systems that keep data centers running. As AI workloads grow, demand for electricity and thermal management is rising fast. Vertiv sits at the center of that demand.

The numbers back it up. In Q1, revenue rose 30% year over year. The Americas led the way, with sales up 50%. Growth is also coming with better margins. Adjusted operating margin rose 430 basis points year over year to 21% in Q1. For the full year, Vertiv expects organic growth of around 30%. Longer term, it targets 20% to 22% revenue CAGR through 2030.

The one knock is valuation. The stock trades at around 48x forward earnings. Bulls argue that 30% revenue growth and expanding margins justify the premium.

Fidelity Growth Strategies Fund stated the following regarding Vertiv Holdings Co (NYSE:VRT) in its Q1 2026 investor letter:

“Conversely, an underweight in Vertiv Holdings Co (NYSE:VRT) (+55%), which provides power management and cooling solutions to data centers and other high performance facilities, was the biggest detractor from relative performance in Q1. The stock jumped in early February in anticipation of, and then following, the firm’s quarterly financial update. Revenue and operating margin both meaningfully expanded, and organic orders surged roughly 250%. While Vertiv closed the quarter as a top-10 holding, we modestly reduced the stake, and it was the portfolio’s largest underweight at quarter end.”

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.

Click to continue reading and see the Top 5 Stock Picks of 5 Famous Billionaires.

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