Concentration, growth, industrials, Long Term, Outperformance, small cap, technology
Vertiv Holdings Co, the leading provider of cooling solutions to data centers, continued strong performance with 70% of revenue from data center end market. The company benefits from rising demand for data center capacity and increasing adoption of generative AI, as GenAI-related servers have higher energy density requiring more sophisticated cooling solutions.
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of shares bought or sold and the percentage of outstanding shares
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large investors on individual stocks.