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Tortoise Capital Advisors, LLCInfrastructureTCAI · NYSE

Tortoise AI Infrastructure ETF (TCAI)

Price
$47.47
11 Sept 2026
Assets
$230.1M
Total net assets
Expense ratio
0.65%
Category 1.03%
Yield
0.03%
Trailing distributions
3Y CAGR
Category 15.3%
5Y CAGR
Category 9.7%
Loading NAV history…
Tortoise AI Infrastructure ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-4.9%-10.6%+34.0%+59.9%+72.3%+77.7%
Infrastructure average-3.6%-4.2%2.6%11.3%15.6%15.3%9.7%9.6%11.3%
Difference-1.3%-6.4%+31.4%+48.6%+56.7%+66.5%

Holdings

The 10 largest positions make up 42.6% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
DELLDell Technologies Inc Ordinary Shares - Class C6.37%
VRTVertiv Holdings Co Class A5.59%
MUMicron Technology Inc5.29%
SNDKSanDisk Corp Ordinary Shares4.25%
CIENCiena Corp4.01%
STXSeagate Technology Holdings PLC3.83%
PWRQuanta Services Inc3.64%
NVTnVent Electric PLC3.42%
WDCWestern Digital Corp3.18%
CEGConstellation Energy Corp3.07%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
31.9
P/B
6.7
P/S
4.5
P/CF
20.1

Sector allocation

Share of the equity the fund holds.

48.1%Technology7 sectors
  1. Technology48.1%
  2. Industrials29.1%
  3. Utilities7.0%
  4. Financial services6.7%
  5. Energy4.9%
  6. Communication services2.6%
  7. Consumer discretionary1.7%

Asset mix

  • Stocks99.6%
  • Cash0.4%

ETF details

Issuer
Tortoise Capital Advisors, LLC
Category
Equity · Infrastructure
Ticker
TCAI
Exchange
NYSE
Inception
4 Aug 2025 (1.1 years)
Structure
Exchange Traded Fund
Expense ratio
0.65% (category 1.03%)
Holdings turnover
31% (category 45%)
Distribution yield
0.03%
Beta, 3 years
0.00
Total net assets
$230.1M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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