Allspring Large Cap Growth Fund Q1 2026 Attribution And Adjustments

Quanta Services, Inc. stock performed well during the quarter following a strong earnings beat, record backlog, and growing recognition that power infrastructure has become a critical bottleneck in the build-out of AI. Vertiv Holdings Co. benefited from a sharp acceleration of growth in its order book and continued ability to win market share from legacy players in the cooling space. During the quarter, EMCOR Group, Inc. reported record results that underscored strong execution and demand across core end markets.

Seeking Alpha • May 8, 2026

Here's Why Vertiv Shares Popped Higher in April

Upgraded guidance signals robust demand and growth in AI data center infrastructure. Vertiv's partnership with Nvidia positions it for future AI-driven expansion.

The Motley Fool • May 7, 2026

Vertiv Expands Portfolio on Acquisitions: What's Ahead for the Stock?

VRT expands its AI data center portfolio with acquisitions spanning liquid cooling and modular infrastructure as revenue growth remains strong.

Zacks Investment Research • May 7, 2026

Meet The Nvidia HALO Trade: 6 Stocks That May Rise Every Time Jensen Huang Scales AI

Nvidia Corp (NASDAQ:NVDA) may still be the center of the AI trade. But Wall Street is increasingly starting to chase the layer underneath it.

Benzinga • May 7, 2026

These 15 stocks trade like the hottest tech names — but they're still under the radar

For years now, Wall Street pundits have been talking about the “AI trade.” But exactly what they're referring to isn't always clear.

Market Watch • May 7, 2026

4 Stocks With Strong Coverage Ratios to Buy Amid Geopolitical Risks

Geopolitical risks linger, but FDX, TPR, CLS and VRT stand out for strong interest coverage ratios, signaling debt-paying strength.

Zacks Investment Research • May 6, 2026

FJTSY vs. VRT: Which Stock Is the Better Value Option?

Investors with an interest in Computers - IT Services stocks have likely encountered both Fujitsu Ltd. (FJTSY) and Vertiv Holdings Co. (VRT).

Zacks Investment Research • May 6, 2026

Vertiv Appoints Frieda He as Chief Procurement Officer

COLUMBUS, Ohio, May 5, 2026 /PRNewswire/ -- Vertiv (NYSE: VRT), a global leader in critical digital infrastructure, today announced Frieda He has joined the company as Chief Procurement Officer (CPO). She will lead Vertiv's global procurement organization, with a focus on further strengthening supply chain resilience, enabling growth, optimizing cost and value, and driving supplier quality across the company's portfolio, including end‑to‑end power and thermal management solutions for data centers, communications networks, and commercial & industrial applications.

PRNewsWire • May 5, 2026

Vertiv Stock Jumps 28% in a Month: Buy, Sell, or Hold the Stock?

VRT rides on the AI data center boom with strong gains, acquisitions, and global growth momentum, signaling continued upside potential for the stock.

Zacks Investment Research • May 5, 2026

Jim Cramer: Here's the list of AI winners to buy for 2026 and beyond

CNBC's Jim Cramer said the data center and artificial intelligence boom is spreading to every corner of the market. Cramer referenced Nvidia CEO Jensen Huang's framework that describes the AI economy as a "five-layer cake".

CNBC • May 5, 2026