Thematic Basket Builder
Data Center REITs
01
Investment Thesis
This basket targets "Data Center REITs" through 17 publicly traded companies spanning 0 sectors (). The highest-weighted position is PLD (PLD) at 9.3% with an exposure score of 33.
The basket has an effective diversification (effective N) of 14.1. No significant risk warnings were triggered.
02
Theme Overview
Theme
Data Center REITs
Time Horizon
secular (5-10 yr)
Geographic focus: US, Europe, Asia-Pacific
03
Holdings
| Ticker | Company | Weight |
|---|---|---|
| KDCREIT | KDCREIT | 8.4% |
| NTTDC | NTTDC | 8.4% |
| EQIX | EQIX | 2.8% |
| DLR | DLR | 2.8% |
| GDS | GDS | 8.1% |
| VRT | Vertiv Holdings | 6.5% |
| MOD | Modine Mfg | 5.8% |
| NVT | nVent Electric | 5.7% |
| ETN | Eaton Corp | 5.4% |
| DELL | Dell Technologies | 9.2% |
| IRM | IRM | 1.5% |
| PWR | PWR | 4.6% |
| HPE | HPE | 7.5% |
| PLD | PLD | 9.3% |
| CIFR | CIFR | 9.3% |
| AMT | AMT | 2.9% |
| SCHW | SCHW | 1.8% |
04
Portfolio Analytics
Portfolio Beta
0.6
Effective N
14.1
Sub-Theme Overlap
16%
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