Vertiv Holdings Co (VRT)
Vertiv is a company most people haven't heard of, but without it, the AI boom simply couldn't happen. It makes the power and cooling systems that keep data centres running. Simply put: without Vertiv, the servers would overheat and shut down. In Q1 2026, its revenue grew 30% year over year to $2.65 billion. Around 75% of the company's revenue comes from data centre customers, so the more AI infrastructure that gets built, the more Vertiv earns.