Company coverage
Research snapshot 2026-08-31
Research activity
VRT 37 trade records · 0 option records · 2025-01-06 → 2026-07-24Moat
StrongProprietary liquid cooling and power distribution technologies essential to AI data center infrastructure. Modular solutions designed around NVIDIA high-density compute architectures create technical lock-in. Strategic alignment with NVIDIA and part…
Physical assets
Strong~30 manufacturing and assembly facilities across 40+ countries for modular infrastructure components. Geographically distributed and specialized for data center production. Not uniquely scarce, but the facility density and specialization support com…
Software / hardware
Software10%
Hardware90%
Growth. NVIDIA liquid cooling partnership locks Vertiv into every AI data center buildout as $9.5B backlog converts through 30+ manufacturing facilities worldwide. Primary assets. ~30 manufacturing facilities across 40+ countries, NVIDIA strategic p…
- manual · sw-hw
Growth. NVIDIA liquid cooling partnership locks Vertiv into every AI data center buildout as $9.5B backlog converts through 30+ manufacturing facilities worldwide. Primary assets. ~30 manufacturing facilities across 40+ countries…
- manual · physical-assets
~30 manufacturing and assembly facilities across 40+ countries for modular infrastructure components. Geographically distributed and specialized for data center production. Not uniquely scarce, but the facility density and specia…
- manual · moat
Proprietary liquid cooling and power distribution technologies essential to AI data center infrastructure. Modular solutions designed around NVIDIA high-density compute architectures create technical lock-in. Strategic alignment…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-07-24 | SELL | Equity | +26% |
| 2026-07-24 | SELL | Equity | +13% |
| 2026-07-08 | SELL | Equity | +14% |
| 2026-07-08 | SELL | Equity | +28% |
| 2026-07-08 | SELL | Equity | +100% |
| 2026-07-07 | SELL | Equity | +27% |
| 2026-06-25 | SELL | Equity | +90% |
| 2026-05-28 | BUY | Equity | +21% |
| 2026-05-18 | BUY | Equity | +7% |
| 2026-02-26 | BUY | Equity | +45% |
| 2026-01-09 | BUY | Equity | +1% |
| 2026-01-08 | BUY | Equity | +0% |
| 2026-01-07 | BUY | Equity | +0% |
| 2026-01-02 | BUY | Equity | +0% |
| 2025-12-02 | BUY | Equity | +0% |
| 2025-12-01 | BUY | Equity | +0% |
| 2025-11-17 | BUY | Equity | +0% |
| 2025-11-14 | BUY | Equity | +0% |
| 2025-11-06 | BUY | Equity | +0% |
| 2025-11-04 | BUY | Equity | +0% |
| 2025-11-03 | BUY | Equity | +0% |
| 2025-04-24 | BUY | Equity | +2% |
| 2025-04-10 | BUY | Equity | +0% |
| 2025-04-03 | BUY | Equity | +0% |
Notes
Full portfolio moat / asset analysis
Proprietary liquid cooling and power distribution technologies essential to AI data center infrastructure. Modular solutions designed around NVIDIA high-density compute architectures create technical lock-in. Strategic alignment with NVIDIA and partnerships with Caterpillar embed Vertiv into customer design processes before installations are built. $9.5B ba…
Full portfolio moat / asset analysis
~30 manufacturing and assembly facilities across 40+ countries for modular infrastructure components. Geographically distributed and specialized for data center production. Not uniquely scarce, but the facility density and specialization support competitive advantage.
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