Vertiv Holds a 75.8% Gain Two Years Into Eric Bleeker's AI Portfolio
As seen on the 24/7 Wall St. homepage on October 26, 2026.
Two years in Eric Bleeker's AI Portfolio, and Vertiv still holds a 75.8% gain even after giving back most of a run that peaked above 200%. The data center cooling trade has gotten violent in both directions, so position sizing matters more than the headline return here.
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Vertiv has been held in Eric Bleeker's AI Portfolio for two full years, and the position is still up 75.8% from the original entry.
The round trip from entry to peak and back shows how volatile the data center infrastructure trade has been.
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For investors tracking this position, the headline return understates how much risk tolerance was required to hold through the full cycle. Sitting through a round-trip of that magnitude tests conviction in ways that a simple entry-to-today number does not capture.
Position sizing is the real lesson from Vertiv's two-year run. A portfolio weight that felt comfortable on the way up would have created serious stress during the drawdown. How the position behaves from here depends on the broader AI infrastructure buildout.
Sources
Mentioned: VRT