Here’s Why Vertiv Holdings Co (VRT) Rose in Q2

Group 1 - ClearBridge Investments reported a strong rebound in U.S. equities during Q2 2025, with the S&P 500 Index returning 10.9% and the Russell 3000 Index advancing 11.0% due to a risk-on sentiment following a pause in tariff implementation [1] - The ClearBridge Select Strategy outperformed its benchmark in Q2 2025, attributed to effective portfolio construction across various companies and sectors with distinct growth drivers [1] - Vertiv Holdings Co. (NYSE:VRT) was highlighted as a key stock, showing a one-month return of 8.10% and a 52-week gain of 48.63%, with a market capitalization of $52.251 billion as of September 17, 2025 [2] Group 2 - Vertiv Holdings Co. is benefiting from the increasing focus on AI and the necessary infrastructure investments, providing critical power and thermal management systems for data centers [3] - The company, along with Comfort Systems, is helping to offset weaknesses in more cyclical industrial positions that have not yet seen significant economic recovery [3] - At the end of Q2 2025, 104 hedge fund portfolios held Vertiv Holdings Co., an increase from 90 in the previous quarter, indicating growing interest among institutional investors [4]