Data-Centre Exposure Basket
Diversified, profitable India-listed proxies (operators + power + cooling + cables), purity-weighted with screens. Quality solid; the caveat is selection bias — the theme has already re-rated.
Point-in-time — grades are reviewed each cycle; every change publishes as a dated action. Snapshot 22 June 2026.
Sources: Basket methodology — in the sector dossier
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