Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”. A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index’s 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund’s top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Vertiv Holdings Co (NYSE:VRT). Vertiv Holdings Co (NYSE:VRT) designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments. On July 29, 2026, Vertiv Holdings Co (NYSE:VRT) closed at $223.04 per share. The one-month return of Vertiv Holdings Co (NYSE:VRT) was -25.78% and its shares gained 53.19% over the past 52 weeks. Vertiv Holdings Co (NYSE:VRT) has a market capitalization of $85.67 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Vertiv Holdings Co (NYSE:VRT) in its Q2 2026 investor letter:
“Vertiv Holdings Co (NYSE:VRT), a global leader in critical infrastructure for data centers and communication networks, delivered another strong quarterly report. A highlight was management’s commentary suggesting the company’s commercial pipeline and visibility continue to point toward robust growth for the foreseeable future. The company remains well positioned to benefit from accelerating data center investment driven by rapid expansion in high-performance computing and artificial intelligence. Vertiv’s leadership in power and thermal management, combined with strategic relationships across leading semiconductor manufacturers and hyperscale customers, reinforces its role as a key enabler of next-generation AI infrastructure.”
Vertiv Holdings Co (NYSE:VRT) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 96 hedge fund portfolios held Vertiv Holdings Co (NYSE:VRT) at the end of the first quarter which was 112 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 peer comparison with GE Vernova (NYSE:GEV). In addition, please check out our hedge fund investor letters Q2 2026 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.
