Erik Isakson/DigitalVision via Getty Images The Thesis After double-digit topline growth throughout 2023 due to strong order growth, Vertiv Holdings (NYSE:VRT) growth moderated into 2024 primarily due to tougher comps in the Americas region. However, I expect the company's topline to continue to grow steadily in Q2 2024 and beyond, as the demand environment remains healthy. The backlog levels are also strong, reaching $6.3 billion during the first quarter of 2024, which should further drive topline in the q ...