Tortoise Capital QuickTake Podcasts

Tortoise AI Infrastructure Fund (TCAI) 1-Year Recap (August 17)

Episode Summary

This week, Senior Portfolio Manager Rob Thummel and Hybrid Investment Specialist Jacob Ford discuss the one-year celebration of the Tortoise AI Infrastructure Fund (TCAI), performance to date, a few of its key conversion stories and what opportunities the AI infrastructure presents for investors who take action as its being built out. 

Episode Notes

Here’s what you’ll learn:

• How the Tortoise AI Infrastructure ETF (TCAI) has performed in its first year and what’s behind its strong growth in assets and flows
• Why AI infrastructure extends beyond semiconductors and software and the role energy, electricity and digital infrastructure play in powering AI
• How TCAI identifies the “picks and shovels” of AI infrastructure across data centers, power generation, electrification and digital infrastructure
• How companies are transforming their businesses to capitalize on AI, including Bitcoin miners transitioning to data centers and Modine’s evolution into a liquid cooling provider
• Why Tortoise Capital believes the AI infrastructure opportunity is still in its early stages and where investors may find opportunities as AI buildout continues

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