Investment Q&A

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Celestica Inc. (CLS $421.73)
- $421.73 P/E (TTM): 49.03X Cap: $46.86B
- View CLS Profile
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Vertiv Holdings LLC Class A (VRT $166.25)
- $166.25 P/E (TTM): 60.31X Cap: $63.56B
- View VRT Profile
- View Questions on VRT
Nebius Group N.V. (NBIS $93.23)
- $93.23 Cap: $21.30B
- View NBIS Profile
- View Questions on NBIS

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

Asked by Michael on November 10, 2025

5i Research Answer:

The biggest overlap would be between NBIS and VRT, with CLS overlapping both to a smaller...

Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in NBIS.

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