--- title: "Vertiv Stock (VRT) Surges 127% YTD; Here Are 2 ETFs to Buy for Exposure to the AI Winner" type: "News" locale: "en" url: "https://longbridge.com/en/news/286244313.md" description: "Vertiv Holdings (VRT) stock has surged 127% year-to-date, driven by strong demand for AI data center solutions. Following impressive Q1 results, analysts raised their price targets, reflecting optimism about growth. Investors can gain exposure through two ETFs: Defiance AI & Power Infrastructure ETF (AIPO) and TCW Transform Systems ETF (PWRD). AIPO, which includes Vertiv as a top holding, has $582.44 million AUM and a Strong Buy consensus rating, with a price target indicating 13% upside potential. AIPO has risen over 50% this year." datetime: "2026-05-13T10:36:14.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286244313.md) - [en](https://longbridge.com/en/news/286244313.md) - [zh-HK](https://longbridge.com/zh-HK/news/286244313.md) --- # Vertiv Stock (VRT) Surges 127% YTD; Here Are 2 ETFs to Buy for Exposure to the AI Winner Vertiv Holdings (VRT) stock has rallied about 127% year-to-date, driven by strong demand for the company's power and cooling solutions needed to run artificial intelligence (AI) data centers. The AI infrastructure company recently reported market-beating first-quarter results, thanks to continued strength in demand. Impressed by Q1 results, several Wall Street analysts raised their price targets for Vertiv Holdings stock, reflecting their optimism about the company's growth potential. ### Claim 55% Off TipRanks - Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions - Discover top-performing stock ideas and upgrade to a portfolio of market leaders with Smart Investor Picks Aside from directly buying VRT stock, investors can also gain exposure to this AI play through these two exchange-traded funds (ETFs): **Defiance AI & Power Infrastructure ETF (AIPO) and TCW Transform Systems ETF (PWRD).** Let's take a deeper look at these two ETFs. ## **Defiance AI & Power Infrastructure ETF (AIPO)** The AIPO ETF tracks the MarketVector US Listed AI & Power Infrastructure Index, which comprises companies generating at least 50% of their revenue from AI hardware, data centers, power infrastructure, or related sectors. AIPO helps investors capitalize on the ongoing AI boom by providing exposure to companies having high-growth opportunities in power generation, utilities, construction, and AI-enabling technologies. Vertiv Holdings is among the top holdings of the AIPO ETF, representing around 8% of the fund's net assets. AIPO's other key holdings include Quanta Services (PWR), GE Vernova (GEV), and Eaton Corporation (ETN). Overall, AIPO has $582.44 million in assets under management (AUM) and an expense ratio of 0.69%. According to TipRanks' unique ETF analyst consensus, determined based on a weighted average of analyst ratings on its holdings, AIPO scores a Strong Buy consensus rating. Specifically, 63 of its holdings score a Buy rating, while 13 have a Hold. The average AIPO ETF price target of $36.83 indicates about 13% upside potential. AIPO has risen more than 50% so far this year. ### Related Stocks - [VRT.US](https://longbridge.com/en/quote/VRT.US.md) - [PWRD.US](https://longbridge.com/en/quote/PWRD.US.md) - [VRTL.US](https://longbridge.com/en/quote/VRTL.US.md) - [AIPO.US](https://longbridge.com/en/quote/AIPO.US.md) - [PWR.US](https://longbridge.com/en/quote/PWR.US.md) - [GEV.US](https://longbridge.com/en/quote/GEV.US.md) - [ETN.US](https://longbridge.com/en/quote/ETN.US.md) ## Related News & Research - [AI Needs Power. This Soaring ETF Has the Right Stuff.](https://longbridge.com/en/news/287062793.md) - [Vertiv Holdings Co. $VRT Shares Sold by L & S Advisors Inc](https://longbridge.com/en/news/286670079.md) - [Vertiv Holdings Co. $VRT Shares Purchased by NewEdge Wealth LLC](https://longbridge.com/en/news/286386076.md) - [Dan Loeb reveals a stake in a semiconductor ETF: find out more](https://longbridge.com/en/news/286850960.md) - [Western Wealth Management LLC Trims Holdings in Vertiv Holdings Co. $VRT](https://longbridge.com/en/news/286900017.md)