Vertiv Holdings Co Class A

VRT: XNYS (USA)

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Vertiv’s Narrow Moat Enables It To Benefit From Accelerating Growth in Data Center Spending

Nicholas Lieb

Jul 30, 2025

Business Strategy and Outlook

We view Vertiv as a pure-play on data center spending as it derives over 80% of revenue from the end market. Listed on the New York Stock Exchange in 2020, Vertiv has had a brief public history after being acquired by Platinum Equity from Emerson Electric in 2016. However, Vertiv originated in the mid-1900s when computer rooms first required precision cooling solutions.

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Vertiv Holdings Co Class A

Vertiv’s Narrow Moat Enables It To Benefit From Accelerating Growth in Data Center Spending

Business Strategy and Outlook

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