---
ticker: "TCAI"
name: "Tortoise AI Infrastructure ETF"
url: "https://etf.net/etf/TCAI"
grade: "B"
score: 55
graded_at: "2026-10-12"
category: "AI Data Infrastructure"
category_rank: "4 of 14"
methodology: "https://etf.net/methodology"
---

# TCAI: Tortoise AI Infrastructure ETF

Grade **B**, Score 55 of 100. Rank 4 of 14 in AI Data Infrastructure.

Graded Oct 12, 2026.

## Grade pillars

| Pillar | Score | Category rank |
| --- | --- | --- |
| Cost | 50 | 6 of 14 |
| Mission | 31 | 4 of 4 |
| Risk | 47 | 5 of 9 |
| Tradability | 63 | 5 of 14 |
| Holdings | 72 | 3 of 10 |
| Durability | 58 | 6 of 14 |

## Top holdings

The fund holds 48 positions. These are the largest 30, by weight.

| # | Ticker | Name | Weight |
| --- | --- | --- | --- |
| 1 | DELL | Dell Technologies Inc | 5.57% |
| 2 | CIEN | Ciena Corp | 5.09% |
| 3 | VRT | Vertiv Holdings Co | 4.98% |
| 4 | MU | Micron Technology Inc | 4.62% |
| 5 | PWR | Quanta Services Inc | 4.46% |
| 6 | SNDK | Sandisk Corp | 4.07% |
| 7 | STX | Seagate Technology Holdings PLC | 3.44% |
| 8 | GEV | GE Vernova Inc | 3.44% |
| 9 | MYRG | MYR Group Inc | 3.02% |
| 10 | MTZ | MasTec Inc | 2.99% |
| 11 | WDC | Western Digital Corp | 2.97% |
| 12 | NVT | nVent Electric PLC | 2.69% |
| 13 | CRDO | Credo Technology Group Holding Ltd | 2.51% |
| 14 | CIFR | Cipher Digital Inc | 2.49% |
| 15 | ANET | Arista Networks Inc | 2.38% |
| 16 | HPE | Hewlett Packard Enterprise Co | 2.34% |
| 17 | MOD | Modine Manufacturing Co | 2.32% |
| 18 | DY | Dycom Industries Inc | 2.30% |
| 19 | NBIS | Nebius Group NV | 2.22% |
| 20 | CEG | Constellation Energy Corp | 2.21% |
| 21 | WULF | Terawulf Inc | 2.04% |
| 22 | WMB | Williams Cos Inc/The | 1.97% |
| 23 | APH | Amphenol Corp | 1.90% |
| 24 | ETR | Entergy Corp | 1.87% |
| 25 | LITE | Lumentum Holdings Inc | 1.81% |
| 26 | HUT | Hut 8 Corp | 1.80% |
| 27 | SKHYV | SK hynix Inc | 1.80% |
| 28 | COHR | Coherent Corp | 1.60% |
| 29 | IFNNY | Infineon Technologies AG | 1.51% |
| 30 | IREN | IREN Ltd | 1.38% |

Source: etf.net, https://etf.net/etf/TCAI. Please cite the page URL.