Vertiv Holdings LLC Class A (VRT)

Vertiv Holdings LLC Class A (VRT $165.35)
- $165.35 P/E (TTM): 64.52X Cap: $63.63B
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Apple Inc. (AAPL $269.82)
- $269.82 P/E (TTM): 36.42X Cap: $3.95T
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Amazon.com Inc. (AMZN $228.34)
- $228.34 P/E (TTM): 33.15X Cap: $2.48T
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Alphabet Inc. (GOOG $288.25)
- $288.25 P/E (TTM): 27.34X Cap: $3.43T
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Intuitive Surgical Inc. (ISRG $541.31)
- $541.31 P/E (TTM): 72.59X Cap: $195.98B
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NVIDIA Corporation (NVDA $183.23)
- $183.23 P/E (TTM): 54.18X Cap: $4.53T
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Booking Holdings Inc. (BKNG $4,797.28)
- $4,797.28 P/E (TTM): 32.88X Cap: $154.85B
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Salesforce Inc. (CRM $236.32)
- $236.32 P/E (TTM): 35.42X Cap: $231.96B
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JPMorgan Chase & Co. (JPM $298.77)
- $298.77 P/E (TTM): 15.03X Cap: $817.68B
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Eli Lilly and Company (LLY $1,024.53)
- $1,024.53 P/E (TTM): 50.16X Cap: $965.89B
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United Rentals Inc. (URI $804.39)
- $804.39 P/E (TTM): 21.48X Cap: $51.89B
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Visa Inc. (V $324.49)
- $324.49 P/E (TTM): 32.35X Cap: $627.30B
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Toronto-Dominion Bank (The) (TD $113.39)
- $113.39 P/E (TTM): 9.62X Cap: $195.40B
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Enbridge Inc. (ENB $66.81)
- $66.81 P/E (TTM): 25.68X Cap: $146.36B
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Constellation Software Inc. (CSU $3,239.42)
- $3,239.42 P/E (TTM): 75.91X Cap: $68.77B
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Dollarama Inc. (DOL $196.29)
- $196.29 P/E (TTM): 43.13X Cap: $54.33B
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WSP Global Inc. (WSP $251.80)
- $251.80 P/E (TTM): 37.89X Cap: $32.88B
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Celestica Inc. (CLS $434.98)
- $434.98 P/E (TTM): 51.47X Cap: $49.97B
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Thomson Reuters Corporation (TRI $191.82)
- $191.82 P/E (TTM): 36.33X Cap: $85.71B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $193.54)
- $193.54 P/E (TTM): 82.14X Cap: $256.20B
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Monolithic Power Systems Inc. (MPWR $884.93)
- $884.93 P/E (TTM): 23.61X Cap: $42.97B
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Axon Enterprise Inc. (AXON $538.79)
- $538.79 P/E (TTM): 175.77X Cap: $42.86B
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CECO Environmental Corp. (CECO $46.60)
- $46.60 P/E (TTM): 34.85X Cap: $1.69B
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EnerSys (ENS $132.69)
- $132.69 P/E (TTM): 16.08X Cap: $4.94B
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Galaxy Digital Inc. Class A common stock (GLXY $35.10)
- $35.10 Cap: $13.73B
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CrowdStrike Holdings Inc. (CRWD $529.36)
- $529.36 Cap: $132.95B
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Vertiv Holdings LLC Class A (VRT $165.35)
- $165.35 P/E (TTM): 64.52X Cap: $63.63B
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RTX Corporation (RTX $176.20)
- $176.20 P/E (TTM): 36.05X Cap: $235.08B
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Robinhood Markets Inc. (HOOD $115.16)
- $115.16 P/E (TTM): 51.04X Cap: $104.27B
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Brookfield Corporation Class A Limited Voting Shares (BN $59.75)
- $59.75 P/E (TTM): 102.46X Cap: $135.16B
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Nebius Group N.V. (NBIS $85.29)
- $85.29 Cap: $20.47B
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Costco CDR (CAD Hedged) (COST $41.18)
- $41.18 P/E (TTM): 50.69X Cap: $573.40B
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Q: The above stocks make up 80.4% of my holdings. Goog and BN @7% each. The next 5 @ 4% each and the rest at or close to 3% each. For a 10 year horizon, with risk/reward in mind, where would you invest if you had 10% of the portfolio in dry powder- new cash. Any you would sell? Note, I have been trimming CLS, VRT and NBIS to control AI exposure.

Thanks again for all the insights - love the service you provide.

Read Answer Asked by Don on November 12, 2025

Celestica Inc. (CLS $434.98)
- $434.98 P/E (TTM): 51.47X Cap: $49.97B
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Vertiv Holdings LLC Class A (VRT $165.35)
- $165.35 P/E (TTM): 64.52X Cap: $63.63B
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Nebius Group N.V. (NBIS $85.29)
- $85.29 Cap: $20.47B
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Q: NBIS, VRT, MDA, CLS, GLXY, HPS.A, VNP, PNG. There are so many promising small & mid-cap companies involved in AI, defense, infrastructure. From this group of 8 can you tell me if there is over-lap that I should consider reducing? Thank you. Take as many credits as you need.

Mike

Read Answer Asked by Michael on November 10, 2025

Celestica Inc. (CLS $434.98)
- $434.98 P/E (TTM): 51.47X Cap: $49.97B
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Vertiv Holdings LLC Class A (VRT $165.35)
- $165.35 P/E (TTM): 64.52X Cap: $63.63B
- View VRT Profile
- View Questions on VRT

Q: Hello,
I currently hold VRT and no CLS. Are they different enough to hold both or is one OK? Thanks for your great service!

Read Answer Asked by jeff on November 06, 2025