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

EPISODE · Aug 17, 2026 · 12 MIN

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

from Tortoise Capital QuickTake Podcasts · host Jacob Ford, Rob Thummel

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 Watch it now to help keep you and your clients on top of current events.   Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.

Episode metadata supplied by the publisher feed · Published Aug 17, 2026

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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.

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

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