Carillon Eagle Mid Cap Growth Fund, in its second-quarter 2026 investor letter, highlighted Vertiv Holdings (VRT) as a company poised for robust growth. The fund noted that Vertiv, a global leader in critical infrastructure for data centers and communication networks, is well-positioned to benefit from accelerating data center investment driven by the rapid expansion of high-performance computing and artificial intelligence. Vertiv's leadership in power and thermal management, coupled with strategic relationships, reinforces its role as a key enabler of next-generation AI infrastructure.