Vectors — Thematic

Data Center Infrastructure

High

23.88%

CAGR

0.927

Sharpe

1.31

Sortino

-25.7%

Max Drawdown

19.2%

Volatility

Overview

Cloud, networking, and the physical backbone of AI.

Methodology

Concentrated portfolio in data center operators, cooling, networking, and infrastructure REITs. Captures the physical layer of AI growth.

Strategy Facts

EngineTurnover-Aware Robust Mean-Variance
UniverseData center sector equities
RebalanceQuarterly
Inception2021-01-01
CategoryThematic Satellite

Past performance does not guarantee future results. All figures shown are backtested results, not live trading performance. Data Center Infrastructure strategy uses Turnover-Aware Robust Mean-Variance optimization.