Core Insights - Vertiv Holdings Co (NYSE:VRT) has shown significant stock performance, gaining 15% year-to-date and 130% since a drop in April, with a 7% increase in September alone [2][3] - The company specializes in power and cooling equipment for data centers, reporting a 35% year-over-year sales increase and a 12% earnings beat based on an 83-cent basis [3] Company Performance - Vertiv's recent earnings report exceeded expectations across nearly all metrics, indicating strong operational performance [3] - The company has a robust backlog and has raised its full-year forecast, reflecting confidence in future growth [3] Market Commentary - Jim Cramer highlighted Vertiv's air conditioning business, particularly its ownership of the Liebert brand, which has contributed to its strong market position [2][3]