October 21， 2025
A Florida-based investment firm has placed a significant wager on the infrastructure underpinning the artificial intelligence boom. Abacus FCF Advisors LLC opened a new position in Vertiv Holdings Co (NYSE:VRT) during the third quarter, acquiring 137,122 shares for an estimated $20.7 million, according to a Securities and Exchange Commission filing released on Monday. This substantial purchase, calculated using the quarter’s average share price, establishes a stake representing 2.75% of Abacus’s reportable U.S. equity assets as of September 30.
While this new investment places Vertiv just outside the fund's top five holdings by value, it signifies a strategic move to boost exposure to the fast-growing data center infrastructure space. Abacus's leading holdings remain AbbVie Inc. (NYSE:ABBV) at $29.2 million, Mastercard (NYSE:MA) at $26.2 million, AppLovin (NASDAQ:APP) at $26.1 million, Booking Holdings (NASDAQ:BKNG) at $22 million, and Apple (NASDAQ:AAPL) at $20.8 million. The investment in Vertiv appears timely, as the company's shares were priced at $174.80 as of Tuesday, reflecting a remarkable 56% surge over the past year that dramatically outpaces the S&P 500's 15% gain over the same period.
Vertiv, with a market capitalization of $67.8 billion, is a key player in this arena. The company provides critical digital infrastructure solutions, including power and thermal management, integrated rack systems, and monitoring controls for data centers and other essential environments. Generating $9.1 billion in trailing twelve-month revenue and $812.3 million in net income, Vertiv operates at a global scale with 31,000 employees. Its business model involves selling hardware, software, and lifecycle management services to a diverse clientele in social media, finance, healthcare, and government, delivered through direct sales, channel partners, and OEM relationships.
This strategic focus on mission-critical infrastructure has positioned Vertiv as a primary beneficiary of the AI-driven data center expansion. The company has been a standout industrial performer, reporting 35% sales growth and a 42% jump in adjusted earnings per share in its most recent quarter, prompting it to raise its full-year guidance for revenue, profit, and free cash flow. CEO Giordano Albertazzi stated the company is “investing in capacity expansion and accelerating our innovation pipeline to capitalize on unprecedented data center growth,” while navigating temporary cost pressures from tariffs and supply chain shifts.
For long-term investors, Abacus’s $21 million entry reinforces Vertiv’s role as a fundamental enabler of AI infrastructure, set to benefit from continued data center build-outs worldwide. The market is watching closely, with Vertiv scheduled to report earnings Wednesday morning. Analysts are anticipating another strong quarter, with adjusted earnings per share near $1.00 on revenue of approximately $2.6 billion.
SOURCE Nasdaq.com
