TCAI holdings — Tortoise AI Infrastructure ETF
Tortoise AI Infrastructure ETF (TCAI) held 44 positions with net assets of $217M as of May 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 50.4% of the fund, led by DELL, MU, STX.
TCAI top holdings
- DELL Dell Technologies Inc — 8.91% ($19.3M)
- MU Micron Technology Inc — 7.61% ($16.5M)
- STX Seagate Technology Holdings PL — 5.75% ($12.5M)
- WDC Western Digital Corp — 5.12% ($11.1M)
- CIEN Ciena Corp — 5.08% ($11.0M)
- VRT Vertiv Holdings Co — 4.46% ($9.68M)
- PWR Quanta Services Inc — 3.57% ($7.74M)
- SNDK Sandisk Corp/DE — 3.46% ($7.50M)
- MYRG MYR Group Inc — 3.28% ($7.12M)
- NVT nVent Electric PLC — 3.17% ($6.88M)
- CRDO Credo Technology Group Holding — 3.02% ($6.55M)
- IREN IREN Ltd — 2.77% ($6.01M)
- CEG Constellation Energy Corp — 2.69% ($5.84M)
- WULF Terawulf Inc — 2.65% ($5.75M)
- CIFR Cipher Digital Inc — 2.41% ($5.22M)
- MTZ MasTec Inc — 2.39% ($5.19M)
- CORZ Core Scientific Inc — 2.27% ($4.94M)
- DY Dycom Industries Inc — 2.22% ($4.83M)
- SU Schneider Electric SE — 1.93% ($4.20M)
- IFNNY Infineon Technologies AG — 1.93% ($4.18M)
- EQT EQT Corp — 1.91% ($4.15M)
- NRG NRG Energy Inc — 1.89% ($4.10M)
- ANET Arista Networks Inc — 1.70% ($3.68M)
- HUT Hut 8 Corp — 1.69% ($3.67M)
- NBIS Nebius Group NV — 1.55% ($3.35M)
What are TCAI's top 10 holdings?
DELL (8.9%), MU (7.6%), STX (5.8%), WDC (5.1%), CIEN (5.1%), VRT (4.5%), PWR (3.6%), SNDK (3.5%), MYRG (3.3%), NVT (3.2%).
How many stocks are in TCAI?
Tortoise AI Infrastructure ETF reported 44 holdings as of May 31, 2026.