Vertiv Holdings LLC Class A (VRT)

Vertiv Holdings LLC Class A (VRT $254.89)
- $254.89 P/E (TTM): 92.61X Cap: $97.52B
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Vertiv Holdings LLC Class A (VRT $254.89)
- $254.89 P/E (TTM): 92.61X Cap: $97.52B
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Q: Morning 5i Team,

Please comment on the volatility of VRT yesterday (it was slightly down when the closing bell rang). Also would it be a buy, hold or sell going forward?
Thanks again for the great work.
H

Read Answer Asked by Harry on February 27, 2026

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NVIDIA Corporation (NVDA $177.19)
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Booking Holdings Inc. (BKNG $4,239.35)
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Constellation Software Inc. (CSU $2,520.66)
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Celestica Inc. (CLS $378.78)
- $378.78 P/E (TTM): 49.65X Cap: $43.57B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.67)
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Spotify Technology S.A. (SPOT $514.94)
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Thomson Reuters Corp (TRI $96.41)
- $96.41 P/E (TTM): 20.99X Cap: $42.71B
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CrowdStrike Holdings Inc. (CRWD $371.98)
- $371.98 Cap: $93.77B
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Vertiv Holdings LLC Class A (VRT $254.89)
- $254.89 P/E (TTM): 92.61X Cap: $97.52B
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Topicus.com Inc. (TOI $93.74)
- $93.74 P/E (TTM): 740.92X Cap: $12.15B
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Lumine Group Inc. (LMN $21.23)
- $21.23 P/E (TTM): 74.82X Cap: $5.44B
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Nebius Group N.V. (NBIS $91.19)
- $91.19 Cap: $21.71B
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Q: After recent news/earnings and along the thinking that AI will not completely replace SAAS but work along side it and even provide positive tailwinds, do you think its time to rotate a bit more from hardware to software or proceed with caution still? I hold CLS, NVDA, NBIS, VRT in hardware and CSU,LMN,TOI,SPOT, SHOP,CRWD,BKNG,TRI in software. Also own GOOG. I'm trying to find the right balance. If we look at SOXX/IGV, are we going to see mean reversion back to the mean?

Also what part of the market or credit cycle do you think we are in? Mid to late cycle? Should we be more defensive or still slowly adding to growth names? Thanks!

Read Answer Asked by Keith on February 27, 2026

United Rentals Inc. (URI $840.00)
- $840.00 P/E (TTM): 22.86X Cap: $52.91B
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WSP Global Inc. (WSP $231.07)
- $231.07 P/E (TTM): 32.34X Cap: $31.15B
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Stantec Inc. (STN $126.30)
- $126.30 P/E (TTM): 28.41X Cap: $14.40B
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Thomson Reuters Corporation (TRI $131.33)
- $131.33 P/E (TTM): 20.99X Cap: $58.42B
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Kraken Robotics Inc. (PNG $8.50)
- $8.50 P/E (TTM): 133.83X Cap: $2.60B
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Zedcor Inc. (ZDC $5.54)
- $5.54 P/E (TTM): 420.0X Cap: $584M
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Axon Enterprise Inc. (AXON $542.40)
- $542.40 P/E (TTM): 133.58X Cap: $43.60B
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CECO Environmental Corp. (CECO $60.45)
- $60.45 P/E (TTM): 54.7X Cap: $2.15B
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EnerSys (ENS $166.15)
- $166.15 P/E (TTM): 20.75X Cap: $6.12B
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Vertiv Holdings LLC Class A (VRT $254.89)
- $254.89 P/E (TTM): 92.61X Cap: $97.52B
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Tantalus Systems Holding Inc. (GRID $4.54)
- $4.54 Cap: $233M
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MDA Space Ltd. (MDA $39.55)
- $39.55 P/E (TTM): 44.52X Cap: $4.99B
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Karman Holdings Inc. (KRMN $88.11)
- $88.11 P/E (TTM): 1161.0X Cap: $11.65B
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GPGI Inc. Class A (GPGI $22.45)
- $22.45 Cap: $6.69B
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Q: Do you consider these all industrial?

uri ens grid.to png.v mda.to vrt stn.to gpgi wsp.to tri.to krmn eose ceco zdc.to axon

If so, what would your current ranking be? Or if it's a better question, what would your ideal 5 stock portfolio be?
Replace with other industrial stocks as desired.

Would you agree that industrials look good going forward? And any preference to Can/USA focus for the sector right now?

Read Answer Asked by Kel on February 23, 2026