TAM
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Thematics Asset Management’s Vertiv VRT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$37.7M Sell
293,504
-6,736
-2% -$865K 1.7% 13
2025
Q1
$21.7M Buy
300,240
+151,240
+102% +$10.9M 1.1% 31
2024
Q4
$16.9M Buy
149,000
+7,000
+5% +$795K 0.74% 51
2024
Q3
$14.1M Buy
+142,000
New +$14.1M 0.56% 69