Cooling & Data Center Infra · Power + cooling for data centers.
$VRTVertiv
Vertiv is the most direct pure-play on data-center buildout. Power distribution, cooling, racks, monitoring. Liquid cooling revenue is the AI-specific growth lever.
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter, trailing the Russell 2000 Growth Index’s 25.71% return. A copy of the letter can be downloaded here. U.S. equities rebounded sharply after March’s selloff related […]