UTF: Directly Positioned To Benefit From AI Data Center Growth

Cain Lee8.08K FollowersFollow5ShareSavePlay(13min)Comment(1)SummaryCohen & Steers Infrastructure Fund remains a buy, offering a 6.9% yield and trading at a 7.99% discount to NAV.UTF is positioned to benefit from AI-driven data center growth, with top holdings targeting robust EPS growth and data center expansion.UTF's earnings cover distributions with a 213% payout coverage, supporting reliable monthly income but limiting long-term NAV growth.Leverage at 28.6% and reliance on realized gains introduce risk, but UTF's global infrastructure focus and active management provide diversified exposure. imaginima/iStock via Getty Images Overview Cohen & Steers Infrastructure Fund (UTF) operates as a closed-end fund that aims to provide exposure to companies across the many sub-sectors of infrastructure. When I previously covered UTF, I issued a This article was written byCain Lee8.08K FollowersFollowFinancial analyst by day and a seasoned investor by passion, I've been involved in the world of investing for over 15 years and honed my skills in analyzing lucrative opportunities within the market.I specialize in uncovering high quality dividend stocks and other assets that offer potential for long term-growth that pack a serious punch for bill-paying potential. I use myself as an example that with a solid base of classic dividend growth stocks, sprinkling in some Business Development Companies, REITs, and Closed End Funds can be a highly efficient way to boost your investment income while still capturing a total return that follows traditional index funds. I created a hybrid system between growth and income and manage to still capture a total return that is on par with the S&P.Analyst’s Disclosure: I/we have a beneficial long position in the shares of UTF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.