DTCR is trading 4.5% higher today as data-center and real-estate names extend a multi-day rebound fueled by cooling inflation and a dovish Fed stance.

  • Improved sentiment toward rate-sensitive assets is driving gains across the fund's real estate-heavy portfolio and digital infrastructure holdings.
  • Strength in tech and AI-linked infrastructure, supported by robust cloud earnings from major platforms, is providing additional tailwinds.
  • The move aligns with broader risk-on sentiment in the futures market following recent economic data.