Vertiv Holdings Co (VRT) — the peer cohort
As of 2026-09-25 — scores re-bake nightly. Cohort = shared Closelooknet index membership first, then sector. Diary readings, not advice.
Vertiv Holdings Co ranks 15 of 16 in its cohort on the Closelooknet composite (51/100) — the cohort is led by Taiwan Semiconductor Manufacturing at 72/100.
| Name | Composite | Momentum | Quality | Valuation | Signal | Off 52w high |
|---|---|---|---|---|---|---|
| VRT Vertiv Holdings Co | 51 | 28 | 72 | 31 | info | 35.4% |
| TSM Taiwan Semiconductor Manufacturing | 72 | 74 | 87 | 65 | bull | 5.8% |
| MU Micron Technology Inc | 70 | 76 | 87 | 50 | info | 13.9% |
| 005930.KS Samsung Electronics Co Ltd | 69 | 57 | 73 | 78 | bull | 23.8% |
| SNDK Sandisk Corp | 69 | 61 | 94 | 47 | watch | 25.5% |
| 000660.KS SK Hynix Inc | 69 | 37 | 94 | 73 | watch | 37.7% |
| NVDA NVIDIA Corporation | 66 | 77 | 94 | 35 | info | 4.9% |
| AMD Advanced Micro Devices Inc | 64 | 95 | 51 | 20 | bull | 0.2% |
| APH Amphenol Corporation | 63 | 73 | 72 | 35 | info | 6.9% |
| ASML ASML Holding NV ADR | 62 | 65 | 84 | 20 | bull | 13.9% |
| CRDO Credo Technology Group Holding Ltd | 61 | 58 | 82 | 13 | bear | 36.5% |
| ALAB Astera Labs, Inc. | 60 | 65 | 75 | 7 | watch | 27.8% |
| ASM.AS ASM International NV | 59 | 48 | 74 | 28 | bull | 23.7% |
| ABBN.SW ABB Ltd | 55 | 58 | 65 | 37 | watch | 9.7% |
| NVT nVent Electric PLC | 53 | 70 | 52 | 33 | bull | 11.8% |
| ABB.ST ABB Ltd | 51 | 58 | 65 | 22 | ok | 9.3% |
Scores are relative readings across the Closelooknet coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.
FAQ · from the current data · as of 2026-09-25
Quick answers
Who are Vertiv Holdings Co's peers in the Closelooknet universe?
The cohort is drawn from shared Closelooknet index membership first, then sector: Taiwan Semiconductor Manufacturing (TSM), Micron Technology Inc (MU), Samsung Electronics Co Ltd (005930.KS), Sandisk Corp (SNDK), SK Hynix Inc (000660.KS), NVIDIA Corporation (NVDA), Advanced Micro Devices Inc (AMD), Amphenol Corporation (APH) and others.
How does VRT score against its peers?
Vertiv Holdings Co's composite reads 51/100, ranking 15 of 16 in its cohort as of 2026-09-25; the cohort's highest composite is Taiwan Semiconductor Manufacturing at 72/100. Closelooknet scores are research diary readings, not ratings or advice.
Mentioned on Closelooknet
Where VRT appears in the diary — 14 pieces, newest first. Every link is our own writing.
Go deeper
Long reads
- AI Economy — Three Futures for 2030, and the One the Model Leaves Out
- Market Structure — Structural Awareness in an Asynchronous Market
Pure Price Action Dual-Layer Signals No News / No Sentiment Layer 2 Bespoke Indices Turn Movement into Meaning Functional Regrouping The standard "Semiconductor" bucket (GICS) throws ON, IFX, VRT, AMKR, TER, MU, WDC into one container.
- Nvidia Ecosystem — Wave 1: The ‘Stacking’ Peak
Tier III: Thermal & Cooling Vertiv VRT 0.91 Correlation Tier III Classification 2026–2028 High Role Liquid Cooling — Coolant Distribution Units (CDUs) Why Liquid cooling is now mandatory, not optional.
101 and glossary
- Constraint Sectors: Why Bottlenecks Equal Pricing Power
Vertiv and Modine (liquid cooling) can raise prices because every new GPU cluster needs cooling and deployment timelines are tight.
- Cooling as Investment Theme: The Thermal Wall in AI Data Centers
The companies providing this infrastructure — Vertiv, Modine, CoolIT, Schneider Electric — are in a constraint position: demand exceeds supply, lead times are extending, and pricing power is strong.
- Strategic Authority Investment: Reading the Jensen Huang Roadmap
Forward watchlist: LITE, COHR, FN (optical), MU (memory), VRT, GEV (power), PSTG, NTAP, WDC (storage).
- The Power Constraint: Electricity as the Next Limiter for AI
Vertiv and Modine are the primary beneficiaries.
- Why Functional Indices Beat Cap-Weighted Semiconductor ETFs
Key Companies ASML ★ Sentinel ASML Lithography monopoly — EUV & High-NA ADVT ★ Sentinel Advantest Testing bottleneck — ATE market leader MU ★ Sentinel Micron Memory cycle — HBM & DDR5 BESI BE Semi Hybrid bonding — advanced packaging VRT…
Dailies
- Rates — Fed day at a 5% 10-year: the hike is priced, the cycle is not; Yardeni cuts the S&P target to 7,900
- Oil settles at $107.63, the 10-year hits 4.95% and the 30-year 5.36%, its highest since 2007: chips lead a fourth down day, Oracle beats and jumps 4% after hours, Adobe beats and slips — and Asia sells its chipmakers 3% to 7%
The movers: Murata +5.6%, Global Unichip +5.1%, Advantest +3.3%, Lasertec +2.9% on top, all reversed in Tokyo this morning; Delta Electronics −6.7%, Hewlett Packard Enterprise −6.2%, Vertiv −5.6%, Intel −5.6%, Lam Research −5.6%, Soitec…
- Gold's Friday Break Hangs Over August's Final Session
- Verdict day: five earnings windows close as chip stocks wobble
Scanner flags support-confluence hits on VRT (red signal), COHR, COHU, and FIX (all green) — multiple names testing levels simultaneously.
- Korea crashes again, Iran strikes — and Advantest raises its year 35%
7.13 / $60.2B), alongside ARM, QCOM, LRCX, VRT and APH.
- SOXX breaks its floor on FOMC day — the sell-off spares only the testers
Vertiv: the power layer's Corning moment
Related in the Closelooknet universe
same Closelooknet index seat first, then Electrical Equipment & Parts. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.
- TSM Taiwan Semiconductor Manufacturing
- MU Micron Technology Inc
- 005930.KS Samsung Electronics Co Ltd
- SNDK Sandisk Corp
- 000660.KS SK Hynix Inc
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- ASML ASML Holding NV ADR
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