Investing in Data Centers vs. Investing in Electrical Infrastructure

You've got two really different portfolios here on Grid. You've got mostly industrials and utilities, so you've got the companies that are producing the hardware, the meters, the networks, and things like that. You got a little bit more of a cyclically sensitive portfolio on DTCR.

You've got about half tech and half REITs, data center REITs. You've got all the big names there, American Tower and Crown Castle, all the big familiar names. I think when it comes down to it, you really have to decide which angle you want to play here.

Personally, I like Grid a little more. It's cap weighted, but it does focus more on pure plays within the infrastructure space. It dedicates about 80% of its portfolio to companies that generate more than half of their revenue from this.

I think you probably get a little more of a pure play. I kind of like that focusing on the industrial and the manufacturing side of things. Although, I think it really comes down to which angle you want to tackle in order to get your infrastructure exposure. For me personally, I'm going to call Grid the winner. That's just my personal preference.