20 Best Data Center Stocks to Buy According to Billionaires

7. Vertiv Holdings Co. (NYSE:VRT)

Number of Billionaire Investors: 17

Billionaire Holdings: $1.8 billion

Number of Hedge Fund Holders: 92

Vertiv Holdings Co. (NYSE:VRT) is engaged in the design, manufacturing, and servicing of critical digital infrastructure for data centers, communication networks, and commercial and industrial environments. The company specializes in thermal management, power distribution, and backup power systems, ensuring high efficiency and reliability in mission-critical operations.

With the rapid expansion of AI workloads, cloud computing, and 5G networks, Vertiv Holdings Co. (NYSE:VRT) is well-positioned to benefit from growing demand for power and cooling solutions in high-density data centers.

On March 7, RBC Capital analyst Deane Dray initiated coverage on Vertiv Holdings Co. (NYSE:VRT) with an Outperform rating and a $121 price target. The analyst noted that with 80% of its revenue derived from data centers, the company stands out as a leading provider of power and thermal management solutions, offering significant scarcity value in the industry. The company holds dominant market positions, ranking among the top three in multiple segments, including a top-two position in liquid cooling solutions. Additionally, its inclusion on hyperscale data center “approved vendor lists” serves as a substantial barrier to entry for competitors. The analyst views the recent DeepSeek-driven pullback as an attractive buying opportunity for investors.