About Vertiv Holdings Co
Vertiv manufactures power, cooling, and rack infrastructure for data centers (80%+ of revenue). Revenues surged past $10B riding AI/cloud capex. Beta ~2.05 with negligible ~0.1% yield — among the highest-volatility S&P 500 names. Rich put premiums available, but drawdowns can be severe when data center spending sentiment shifts.
Electrical Components & Equipment — Data Center Infrastructure