Sector: energyai
Conviction from: S&PCitrini
Tradable on: Bitget →
52-week range: 133.85379.94
Vertiv designs and manufactures digital infrastructure for data centers and communications networks, including power, thermal management, and cooling systems.
5 tracked filer(s) hold this · 0 opened, 1 added, 4 trimmed in 30-JUN-2026
Aggregate 13FScore 59 — mean of 5 scored holder(s) · buyers (new/add) avg 63. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Paul Tudor Jones / Tudor | 63 | Added +73% | 132,376 | $44,322,132 | 0.1% |
| Terry Smith / Fundsmith | 62 | Trimmed -54% | 41,893 | $14,026,614 | 0.1% |
| Ancora | 40 | Trimmed -2% | 15,908 | $5,326,328 | 0.1% |
| Bridgewater | 56 | Trimmed -83% | 71,078 | $23,798,336 | 0.1% |
| Steve Cohen / Point72 | 76 | Trimmed -50% | 112,000 | $37,499,840 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
3 disclosed trade(s) by 2 filer(s).
6 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-08-22 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $50,001 - $100,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $100,001 - $250,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
Watching · 5 mention(s), 0 personal-position post(s) · first 2025-11-20 · last 2026-07-05
“$NVDA and $GOOGL lead 800V DC ahead of schedule.
"Ahead of schedule", pulled up to Q3 2026 with small volume shipments starting .
- Delta Electronics (2308), $VRT
- Song Chuan Precision (7788)
- Schneider Electric, Eaton, Siemens.
All flagged as beneficiaries.
"Market https://t.co/UreBSHU53o” post →
All 5 tweet(s) mentioning this ticker
| Date | Tweet |
|---|
| 2026-07-05T13:38:44 | Looks like there's a high power cylindrical cell / BBU cell shortage (aka: bottleneck):
- Samsung SDI supplies the cells to Simplo, which assembles them into BBUs for $META to $AMZN.
- As demand from data centers has increased, production of Samsung SDI's cylindrical cells has also risen sharply.
… → · 862 likes · 384,242 views |
| 2026-06-15T01:24:47+00:00 | $NVDA and $GOOGL lead 800V DC ahead of schedule.
"Ahead of schedule", pulled up to Q3 2026 with small volume shipments starting .
- Delta Electronics (2308), $VRT
- Song Chuan Precision (7788)
- Schneider Electric, Eaton, Siemens.
All flagged as beneficiaries.
"Market https://t.co/UreBSHU53o → · 1351 likes · 933,637 views |
| 2026-04-22 | $NVDA actively pushing to 800V, and today was a pretty big signal.
"On April 22, 2026, NVIDIA has initiated discussions with major South Korean power equipment companies to explore designing DC infra based on an approximately 800V direct current (DC) system"
Previous named Nvidia partners include… → · 909 likes · 788,096 views |
| 2025-12-12 | Broadcom [ $AVGO ] earnings results and its effect on the AI sector like $LITE and $NBIS:
Broadcom's ER was "double beat" with $18.02B revenue (+28% Y/Y) and $1.95 EPS, beating consensus.
But AVGO dropped -11.64% and brought down the AI sector.
Is this a buying opportunity?
Yes.
Broadcom is se… → · 130 likes · 29,196 views |
| 2025-11-20 | lol there's a lot of ticker comments, can't respond to every one. So for $VRT it's a high beta exposure to DC buildout, from Q3 earnings $2.6B revenue 29% y/y, guided FY $10.2B midpoint, overall margins grew eg. adjusted operating profit increased 43% to $596 million in Q3. The latter probably indi… → · 12 likes · 4,814 views |
| Report | Date | Stance |
|---|
| #107 — Stargate: A Citrini Field Trip | 2025-09-28 | WATCH |
| #94 — Thematic Primer: Artificial Intelligence, Phase 2 | 2025-04-23 | LONG |