PQUS0.140%
as of Jul 21
VRT
DefensiveVERTIV HOLDINGS CO-A
Vertiv Holdings Co designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. The company offers AC and DC power management products, low/medium voltage switchgear, busbar, thermal management products, air cooled and liquid cooled thermal management products, integrated modular solutions, racks, single phase UPS, rack power distribution, rack thermal systems, configurable integrated solutions, energy storage solutions, hardware, and software infrastructure that are integral to the technologies used for various services, including artificial intelligence, e-commerce, online banking, file sharing, video on-demand, energy storage, wireless communications, Internet of Things, and online gaming.
Close · 3M
+10.33%
Held by 1 AI ETF
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals4
Win rate0% (0/4)
Avg buy return-10.54%
PQUS · Weight decrease · 2d
The weight change for VRT in PQUS shows a stepped reduction, decreasing from 0.36% to 0.15% over two days. This significant adjustment aligns with Pictet Asset Management's AI ranking system, which likely flagged Vertiv’s elevated valuation multiples—a PER of 79.05 and PBR of 15.72—after a 1-year return of 161.6%. Operating within its US large-cap universe, the fund’s periodic rebalancing mechanism permitted a substantial re-evaluation of the Industrials stock, moving it down while still maintaining a measured turnover, characteristic of the fund’s style. Even with VRT's 28.95% revenue growth and 42.06% ROE, the AI system's assessment, likely incorporating sector-balance and concentration rules, determined a lower optimal allocation at its current price near 86% of its 52-week high.
weight 0.360% → 0.150% (-0.210 pp)·stock up 10.1% in the 30 days before
Jul 10·entry $318.86·now $291.67
-8.53%
since Jul 10
PQUS · Weight increase · 2d
Vertiv Holdings Co-A (VRT) trades at $311.42, positioned at 83% of its 52-week high, following a recent -3.5% 30-day return amidst a substantial +161.5% 1-year gain. This short-term pullback within a strong upward trajectory likely presented an opportune entry point for Pictet Asset Management's AI ranking system, driving a weight adjustment in PQUS. The AI-managed ETF, which rebalances periodically, likely prioritized VRT due to its 28.95% revenue growth and 42.06% ROE. As a result, PQUS made a consecutive increase in VRT's allocation, moving from 0.3600% on June 30th to 0.3900% by July 2nd, aligning with its US large-cap investment style.
weight 0.360% → 0.390% (+0.030 pp)·stock down 10.2% in the 30 days before
Jul 2·entry $300.53·now $291.67Fresh
-2.95%
since Jul 2
PQUS · Weight increase · 2d
Following a brief reduction, PQUS recorded a pattern of consecutive incremental weight increases for VRT, moving from 0.35% to 0.37% and then to 0.39% between June 18 and June 20. These granular, two-day adjustments, rather than a single large rebalance, align with the fund's stated periodic rebalancing approach and commitment to measured turnover, characteristic of a newer fund like PQUS by Pictet Asset Management. The AI ranking system is likely responding to VRT's 28.95% revenue growth and 42.06% ROE, prompting increased allocation for this Industrials company even as its share price sits at 89% of its 52-week high after a 188.7% return over one year. Despite VRT trading at a high PER of 82.09 and PBR of 15.72, the AI's algorithm is prioritizing operational profitability and growth within its US large-cap universe, carefully increasing exposure while adhering to set sector-balance and concentration rules.
weight 0.350% → 0.390% (+0.040 pp)·stock up 3.2% in the 30 days before
Jun 20·entry $357.96·now $291.67Fresh
-18.52%
since Jun 20
PQUS · Weight increase · 2d
The weight change for Vertiv Holdings Co in PQUS reveals a stepped increment, moving from 0.34% to 0.35% then to 0.36% across consecutive days in mid-June 2026. This gradual ascent, rather than an abrupt shift, aligns with Pictet Asset Management’s strategy for its newer fund, which emphasizes periodic rebalancing and a measured turnover. The AI ranking system, overseeing its US large-cap universe, appears to have re-evaluated VRT following its recent 7.7% decline over 30 days, bringing the stock to $302.87—81% of its 52-week high. This re-evaluation likely recognized VRT's sustained high revenue growth of 28.95% and 42.06% ROE, seeing the recent price correction as a suitable entry point to incrementally adjust exposure within existing concentration and sector-balance rules.
weight 0.340% → 0.360% (+0.020 pp)·stock down 18.1% in the 30 days before
Jun 14·entry $311.93·now $291.67Fresh
-6.50%
since Jun 14
PQUS · Weight decrease · 2d
weight 0.380% → 0.360% (-0.020 pp)·stock down 16.3% in the 30 days before
Jun 7·entry $300.57·now $291.67
-2.96%
since Jun 7
PQUS · Weight decrease · 2d
VRT is currently priced at $315.71, sitting at 84% of its 52-week high, following substantial one-year returns of +197.7% and 90-day returns of +74.0%. This significant price appreciation likely triggered an adjustment within Pictet Asset Management's AI ranking system governing the PQUS fund. With a PER of 79.15 and PBR of 15.72, even against revenue growth of 28.95% and ROE of 42.06%, the system’s periodic rebalance, overlaid with sector-balance and concentration rules, appears to have recalibrated VRT's position. Consequently, the fund executed consecutive weight decreases on May 29th and 30th, moving its holding from 0.3800% to 0.3600% in a measured adjustment within its US large-cap Industrials allocation.
weight 0.380% → 0.360% (-0.020 pp)·stock up 3.1% in the 30 days before
May 30·entry $323.39·now $291.67
-9.81%
since May 30
PQUS · Weight decrease · 3d
VRT currently trades at $323.40, positioned at 86% of its 52-week high of $376.23, following a significant 90-day return of +87.2% and a 1-year return of +244.2%. This rapid appreciation likely influenced Pictet's AI ranking system for its PQUS ETF, which applies sector-balance and concentration rules to a US large-cap universe with measured turnover. Despite the company's 28.95% revenue growth and 42.06% ROE, VRT's PER of 79.52 and PBR of 15.72 present a high valuation relative to its market performance. The consecutive weight decrease from 0.4400% to 0.3700% between May 20 and May 22, 2026, within the periodically rebalanced portfolio, suggests the AI adjusted VRT's allocation to maintain portfolio structure in light of its recent price run and current valuation. This adjustment reflects the AI's adherence to its defined rules, preventing over-concentration and managing exposure to specific valuation levels within the industrials sector.
weight 0.440% → 0.370% (-0.070 pp)·stock up 1.8% in the 30 days before
May 22·entry $327.46·now $291.67
-10.93%
since May 22
PQUS · Weight decrease · 2d
VRT's PER of 79.52 and PBR of 15.72 present a valuation level that the Pictet Asset Management's AI ranking system, overseeing PQUS's US large-cap portfolio, may have flagged despite the company's 28.95% revenue growth and 42.06% ROE. The AI-managed ETF, with its measured turnover and concentration rules, initiated a weight reduction for VRT starting on 2026-05-20, following a period where the stock delivered a 90-day return of 85.7% and traded near 84% of its 52-week high of $376.23. This consecutive decrease in VRT's allocation in PQUS, observed from 0.4400% down to 0.3800% by 2026-05-21, suggests the AI system adjusted exposure to the Industrials sector constituent, likely balancing its significant prior gains and valuation against portfolio-wide criteria.
weight 0.440% → 0.380% (-0.060 pp)·stock up 6.0% in the 30 days before
May 21·entry $323.40·now $291.67
-9.81%
since May 21
PQUS · Weight increase · 2d
The AI ETF is likely increasing its position in VRT due to its impressive revenue growth and exceptionally high return on equity, indicating strong underlying business quality that justifies its elevated valuation multiples. For retail investors, this highlights the importance of looking beyond simple valuation ratios to analyze a company's fundamental growth drivers and profitability.
weight 0.390% → 0.410% (+0.020 pp)·stock up 18.2% in the 30 days before
May 8·entry $339.97·now $291.67Fresh
-14.21%
since May 8
PQUS · Weight decrease · 2d
The AI ETF is likely reducing its VRT allocation due to concerns about its extremely high valuation metrics, such as a PER of 75.47 and PBR of 15.72, even while acknowledging its strong revenue growth and ROE. This consecutive weight decrease suggests the AI perceives the stock as overvalued, potentially limiting future upside or increasing downside risk. A practical takeaway for retail investors is to be cautious with stocks showing such extreme valuation multiples, as even strong fundamentals may not justify the current price, and the AI's action signals a potential de-risking move.
weight 0.390% → 0.360% (-0.030 pp)·stock up 30.7% in the 30 days before
Apr 29·entry $306.18·now $291.67
-4.74%
since Apr 29
AIEQ · Exit · 1d
The portfolio saw VRT's allocation remain fixed at 0.0700% for over a week before its complete removal to 0.0000% on May 30, 2026. This abrupt exit, rather than a gradual reduction, aligns with AIEQ's strategy of daily rebalancing and high turnover, driven by a system that processes constant information. Given the fund's reliance on IBM Watson NLP ingesting news and social posts, a sudden shift in sentiment or fundamental ranking for VRT likely triggered this action. VRT's current price of $315.71, sitting at 84% of its 52-week high after a significant 1-year return of +197.7%, suggests the AI models may have identified a diminishing upside potential or increased risk relative to other opportunities. High valuation metrics, such as a PER of 79.15 and PBR of 15.72, combined with its recent price trajectory, could have led EquBot's risk overlay to remove the stock decisively from its 140-180 equity portfolio.
weight 0.070% → 0 (exited)·stock up 3.1% in the 30 days before
May 30·entry $323.39·now $291.67
-9.81%
since May 30
AIEQ · Sudden change · 1d
The AI likely reduced its VRT allocation due to the stock's extremely high valuation, with a PER of 80.92 and PBR of 15.72, signaling a re-evaluation of its risk-reward profile despite strong revenue growth. This suggests AI models dynamically manage exposure when a company's price becomes stretched. For retail investors, this highlights the importance of considering valuation alongside strong fundamentals, as even AI-driven strategies can reduce positions if a stock is perceived as overvalued.
weight 0.480% → 0.080% (-0.400 pp)·stock up 26.6% in the 30 days before
May 3·entry $330.97·now $291.67
-11.87%
since May 3
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Jun 14
AI ETFs like PQUS are currently holding Vertiv and recently showed a slight accumulation trend, suggesting they perceive value or momentum at current levels. This directly contrasts with the value investing verdict, which deems the company a 'Fail' due to significant valuation concerns and incomplete financial transparency at its current price.
- Circle of CompetenceVertiv operates in critical digital infrastructure, an essential and predictable industry where ten-year cash flows can be reasonably projected despite underlying technological complexity.
- Economic MoatThe company likely benefits from high switching costs due to the integrated and mission-critical nature of its infrastructure solutions, along with a scale-driven advantage in specialized equipment manufacturing and service.
- ManagementInformation on management's candor, capital allocation discipline, and skin in the game is not available from the provided data.
- Financial HealthA full assessment of the 10-year average ROE, stable operating margins, manageable debt, and owner earnings is not possible with the limited financial data provided, preventing a pass on financial health.
- Margin of SafetyThe current valuation multiples (PER 69.25, PBR 15.72, EV/EBITDA 47.76) are extremely high, indicating the market has priced in substantial future growth and leaving no defensible margin of safety.
Vertiv appears to operate within a predictable industry and possesses a durable economic moat; however, the available financial data is insufficient for a complete analysis of its financial health. Crucially, the company's valuation metrics are extremely high, indicating no margin of safety. Therefore, despite its operational strengths, the current price makes Vertiv unsuitable for investment based on this value framework.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.