Tortoise AI Infrastructure ETF is an actively managed exchange-traded fund designed to provide exposure to the foundational systems that enable artificial intelligence. The fund concentrates on three core pillars: energy, data centers, and technology infrastructure. It targets companies involved in electricity generation and distribution, pipeline networks, and key energy inputs such as natural gas and uranium that support always-on compute demand. It also invests in operators and builders of data centers, as well as manufacturers of servers, storage, interconnects, and advanced cooling solutions essential for high-density workloads. Representative holdings highlighted by third-party reports include names tied to grid modernization, colocation facilities, and enterprise hardware. The strategy positions the fund within the broader energy-adjacent and digital infrastructure ecosystem, reflecting the increasing intersection of power systems and computational capacity. With an active mandate and a focus on the “picks-and-shovels” behind AI, it aims to capture the growth of physical and digital infrastructure that underpins data creation, transmission, processing, and storage across industries.
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