Vertiv (VRT) Has Returned 114.8% in Eric Bleeker's AI Portfolio
As seen on the 24/7 Wall St. homepage on September 28, 2026.
Nearly two years in Eric Bleeker's AI Portfolio and Vertiv has more than doubled, turning $1,000 into roughly $2,150. The data center power and cooling buildout that drove it is still expanding, so the anniversary is a checkpoint rather than a finish line.
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Vertiv has returned 114.8% in Eric Bleeker's AI Portfolio, one of the more consequential calls in its history.
The company supplies the power management and thermal cooling systems data centers need to run dense GPU clusters, so demand expands with AI infrastructure spending.
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The 114.8 reading marks total return rather than share price, and it has held well above breakeven through the period's volatility.
Bleeker frames the two-year mark as a checkpoint, with the data center power and cooling cycle still expanding. Keep an eye on the stock as that buildout runs.
Sources
Mentioned: VRT