TCAI seeks long-term capital appreciation, with a secondary focus on current income, through an actively managed portfolio of companies that are building and enabling the infrastructure for AI. The fund invests in AI-capable data centers, as well as technology and energy infrastructure companies that provide specific tech, cooling, and electrical needs of AI. The portfolio is constructed based on fundamental research. Eligible firms must have significant exposure to AI-essential infrastructure, as measured by revenue derived from and/or capital expenditures dedicated to long-term assets, products, or services critical to AI output. The fund may invest in foreign securities, including ADRs, across all market capitalizations, utilize various hedging techniques, and use derivatives such as options, futures, and swaps, to seek market exposure or generate income.

Asset class

Equity

Issuer

Tortoise

Domicile

US

Inception date

Aug 5, 2025

ISIN

US8909308038