Baron Small Cap Fund gained 12.57% in the second quarter, underperforming the Russell 2000 Growth Index, which rose 25.71%. Strong Q1 results and raised guidance from Vertiv helped boost the fund, while Planet Fitness's lowered full-year outlook weighed on performance. The fund added five new stocks and trimmed positions in top performers like Vertiv and Cognex. This reflects active management focused on growth despite market challenges.
Data center construction, crucial for supporting AI growth with over $1 trillion in capital expenditure expected, is encountering significant local resistance across the U.S. Berkshire Hathaway Energy's CEO Greg Abel highlighted increasing pushback f...
Vertiv's stock has dropped about 32% from its 52-week high despite consistent earnings beats and raised guidance, driven by concerns over project timing and supply chain issues. The company, a key supplier of power and cooling systems for AI data cen...
Vertiv Holdings Co. is capitalizing on the AI-driven data center expansion by providing essential liquid cooling and power solutions. The company boasts a record $15 billion backlog and a strong book-to-bill ratio of 2.9, alongside robust quarterly f...
Vertiv Holdings posted a strong Q2 2026 with 60% year-over-year adjusted EPS growth and 24.1% revenue increase to $3.27 billion. Despite this, shares dropped due to a revenue timing miss. The company benefits from integration with NVIDIA, expanding t...
The AI boom is driving massive demand not just for GPUs but also for the infrastructure powering data centers, including power, cooling, and construction. Three U.S.-listed companies—Comfort Systems USA, Vertiv Holdings, and Sterling Infrastructure—a...
