How to play the "AI Energy Trade"?

Vertiv is a pure-play on the data center, with ~80% of revenue derived from the industry. It dominates the liquid cooling market, which is crucial for high-density GPU clusters, leading to organic revenue growth of ~30% YoY. The company's backlog has swelled to over $10 billion, and it trades at a premium as the only large-cap stock entirely tied to data center build-out.