{
  "page": "compare",
  "query": {
    "a": "AIPO",
    "b": "TCAI"
  },
  "retrieved_at": "2026-07-07T15:23:18+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Defiance AI and Power Infrastructure ETF",
    "ticker": "AIPO",
    "slug": "AIPO",
    "series_id": "S000090210",
    "html_url": "https://fundwatcher.app/funds/AIPO/"
  },
  "fund_b": {
    "name": "Tortoise AI Infrastructure ETF",
    "ticker": "TCAI",
    "slug": "TCAI",
    "series_id": "S000093687",
    "html_url": "https://fundwatcher.app/funds/TCAI/"
  },
  "overlap": {
    "coverage_a_by_b": "0.2507138028363590172470406907",
    "coverage_b_by_a": "0.2507138028363590172470406908",
    "shared_count": 14,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "QUANTA SVCS INC",
        "value": "20612669.56",
        "weight": "0.08872524",
        "shared": true
      },
      {
        "name": "GE VERNOVA LLC",
        "value": "20374972.80",
        "weight": "0.08770210",
        "shared": true
      },
      {
        "name": "VERTIV HOLDINGS CO",
        "value": "19595178.53",
        "weight": "0.08434555",
        "shared": true
      },
      {
        "name": "EATON CORP PLC",
        "value": "17970855.60",
        "weight": "0.07735381",
        "shared": false
      },
      {
        "name": "CAMECO CORP",
        "value": "13169750.40",
        "weight": "0.05668791",
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      },
      {
        "name": "NVIDIA CORP",
        "value": "8147904.96",
        "weight": "0.03507187",
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      },
      {
        "name": "CONSTELLATION ENERGY CORP",
        "value": "7169611.92",
        "weight": "0.03086090",
        "shared": true
      },
      {
        "name": "BLOOM ENERGY CORP CL A",
        "value": "6692564.64",
        "weight": "0.02880750",
        "shared": false
      },
      {
        "name": "BROADCOM INC",
        "value": "6526808.75",
        "weight": "0.02809402",
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      },
      {
        "name": "HUBBELL INC",
        "value": "6053606.16",
        "weight": "0.02605716",
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      },
      {
        "name": "MASTEC INC",
        "value": "5538701.70",
        "weight": "0.02384080",
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      },
      {
        "name": "VISTRA CORP",
        "value": "4783713.90",
        "weight": "0.02059103",
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      },
      {
        "name": "DOMINION ENERGY INC",
        "value": "4383178.80",
        "weight": "0.01886697",
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      },
      {
        "name": "BWX TECHNOLOGIES INC",
        "value": "4352769.36",
        "weight": "0.01873607",
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      },
      {
        "name": "NVENT ELECTRIC PLC",
        "value": "4299782.08",
        "weight": "0.01850800",
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      },
      {
        "name": "GENERAC HOLDINGS INC",
        "value": "3933157.24",
        "weight": "0.01692989",
        "shared": false
      },
      {
        "name": "XCEL ENERGY INC",
        "value": "3891244.80",
        "weight": "0.01674949",
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      },
      {
        "name": "ADV MICRO DEVICE",
        "value": "3781566.48",
        "weight": "0.01627739",
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      },
      {
        "name": "PUB SERV ENTERP",
        "value": "3591528.96",
        "weight": "0.01545939",
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      },
      {
        "name": "STERLING INFRASTRUCTURE INC",
        "value": "3406202.28",
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      },
      {
        "name": "NEXGEN ENERGY LT",
        "value": "3148685.28",
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      },
      {
        "name": "PG&E CORP",
        "value": "3044959.00",
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      },
      {
        "name": "EQUINIX INC",
        "value": "3015334.70",
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      },
      {
        "name": "DYCOM INDUSTRIES INC",
        "value": "2861596.26",
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      },
      {
        "name": "VALMONT INDUSTRIES INC",
        "value": "2831789.01",
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      },
      {
        "name": "LATTICE SEMICONDUCTOR CORP",
        "value": "2432285.94",
        "weight": "0.01046954",
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      },
      {
        "name": "DIGITAL REALTY TRUST INC",
        "value": "2420729.20",
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      },
      {
        "name": "OKLO INC",
        "value": "2419735.05",
        "weight": "0.01041552",
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      },
      {
        "name": "DENISON MINES CO",
        "value": "2338789.42",
        "weight": "0.01006709",
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      },
      {
        "name": "ENERSYS INC",
        "value": "2207801.20",
        "weight": "0.00950327",
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      },
      {
        "name": "ARGAN INC",
        "value": "2197136.25",
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      },
      {
        "name": "MARVELL TECHNOLOGY INC",
        "value": "2105723.13",
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      },
      {
        "name": "DIGITALBRIDGE GROUP INC",
        "value": "2063455.65",
        "weight": "0.00888194",
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      },
      {
        "name": "Nebius Group NV, Class A",
        "value": "2044935.75",
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      },
      {
        "name": "RAMBUS INC",
        "value": "1888955.64",
        "weight": "0.00813083",
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      },
      {
        "name": "ARM HOLDINGS LTD",
        "value": "1882818.85",
        "weight": "0.00810441",
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      },
      {
        "name": "WHITEFIBER INC",
        "value": "1725642.20",
        "weight": "0.00742786",
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      },
      {
        "name": "EVERGY INC",
        "value": "1669267.98",
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      },
      {
        "name": "ITRON INC",
        "value": "1669021.75",
        "weight": "0.00718414",
        "shared": false
      },
      {
        "name": "POWER SOLUTIONS INTL INC",
        "value": "1547088.00",
        "weight": "0.00665929",
        "shared": false
      },
      {
        "name": "ASTERA LABS INC",
        "value": "1503080.67",
        "weight": "0.00646987",
        "shared": false
      },
      {
        "name": "TALEN ENERGY CORP",
        "value": "1471267.02",
        "weight": "0.00633293",
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      },
      {
        "name": "CENTRUS ENERGY CORP CL A",
        "value": "1464928.29",
        "weight": "0.00630564",
        "shared": false
      },
      {
        "name": "MYR GROUP INC/DELAWARE",
        "value": "1441856.36",
        "weight": "0.00620633",
        "shared": true
      },
      {
        "name": "AMER SUPERCONDTR",
        "value": "1321347.06",
        "weight": "0.00568761",
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      },
      {
        "name": "PREFORMED LINE PRODUCTS CO",
        "value": "1202808.30",
        "weight": "0.00517737",
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      },
      {
        "name": "NUSCALE POWER CORP",
        "value": "1174811.25",
        "weight": "0.00505686",
        "shared": false
      },
      {
        "name": "AES CORP",
        "value": "1027019.52",
        "weight": "0.00442071",
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      },
      {
        "name": "FRST AM-GV OB-X",
        "value": "1014201.93",
        "weight": "0.00436553",
        "shared": true
      },
      {
        "name": "NANO NUCLEAR ENERGY INC",
        "value": "995582.78",
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      }
    ],
    "b_top": [
      {
        "name": "VERTIV HOLDINGS CO",
        "value": "4064221.05",
        "weight": "0.05125064",
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      },
      {
        "name": "DELL TECHNOLOGIES INC CL C",
        "value": "3972986.40",
        "weight": "0.05010015",
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      },
      {
        "name": "SEAGATE TECHNOLOGY HOLDINGS PLC",
        "value": "3943404.96",
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      {
        "name": "CONSTELLATION ENERGY CORP",
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      },
      {
        "name": "CIENA CORP",
        "value": "3546627.70",
        "weight": "0.04472368",
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      },
      {
        "name": "QUANTA SVCS INC",
        "value": "3443234.20",
        "weight": "0.04341987",
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      },
      {
        "name": "WESTERN DIGITAL CORP",
        "value": "3117256.50",
        "weight": "0.03930923",
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      },
      {
        "name": "MICRON TECHNOLOGY INC",
        "value": "2964527.93",
        "weight": "0.03738329",
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      },
      {
        "name": "NRG ENERGY INC",
        "value": "2915974.24",
        "weight": "0.03677102",
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      },
      {
        "name": "MASTEC INC",
        "value": "2691120.60",
        "weight": "0.03393557",
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      },
      {
        "name": "NVENT ELECTRIC PLC",
        "value": "2603328.20",
        "weight": "0.03282849",
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      },
      {
        "name": "EQT CORPORATION",
        "value": "2472216.42",
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      },
      {
        "name": "SCHNEIDER ELECTR",
        "value": "2327875.13",
        "weight": "0.02935497",
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      },
      {
        "name": "MYR GROUP INC/DELAWARE",
        "value": "2203683.48",
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      },
      {
        "name": "IREN LTD",
        "value": "2066582.70",
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      },
      {
        "name": "TERAWULF INC",
        "value": "1944064.32",
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      },
      {
        "name": "CIPHER MINING INC",
        "value": "1834092.00",
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      },
      {
        "name": "PRIMORIS SVCS CORP",
        "value": "1779852.48",
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      },
      {
        "name": "WILLIAMS COS INC",
        "value": "1765185.28",
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      },
      {
        "name": "CORE SCIENTIFIC INC",
        "value": "1661210.27",
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      },
      {
        "name": "DYCOM INDUSTRIES INC",
        "value": "1586415.54",
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      },
      {
        "name": "EVERGY INC",
        "value": "1499103.54",
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      },
      {
        "name": "VISTRA CORP",
        "value": "1418246.84",
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      },
      {
        "name": "PURE STORAGE INC CL A",
        "value": "1411748.26",
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      },
      {
        "name": "ARISTA NETWORKS INC",
        "value": "1290544.50",
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      },
      {
        "name": "CREDO TECHNOLOGY GROUP HOLDING LTD",
        "value": "1288073.71",
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      },
      {
        "name": "FORGENT POWER SOLUTIONS INC",
        "value": "1251348.93",
        "weight": "0.01577976",
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      },
      {
        "name": "AMPHENOL CORPORATION CL A",
        "value": "1250711.78",
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      },
      {
        "name": "SUPER MICRO COMPUTER INC",
        "value": "1243808.39",
        "weight": "0.01568467",
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      },
      {
        "name": "MODINE MFG CO",
        "value": "1216696.50",
        "weight": "0.01534279",
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      },
      {
        "name": "GE VERNOVA LLC",
        "value": "1195084.80",
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      },
      {
        "name": "SANDISK CORPORATION",
        "value": "1121410.40",
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      },
      {
        "name": "ENTERGY CORP",
        "value": "1105160.98",
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      },
      {
        "name": "HUT 8 CORP",
        "value": "835178.70",
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      },
      {
        "name": "CATERPILLAR INC",
        "value": "823055.64",
        "weight": "0.01037890",
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      },
      {
        "name": "FERMI INC",
        "value": "801597.97",
        "weight": "0.01010831",
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      },
      {
        "name": "MLP",
        "value": "750623.28",
        "weight": "0.00946551",
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      },
      {
        "name": "SIEMENS ENERGY AG",
        "value": "685617.21",
        "weight": "0.00864577",
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      },
      {
        "name": "DT MIDSTREAM INC",
        "value": "685591.92",
        "weight": "0.00864545",
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      },
      {
        "name": "TALEN ENERGY CORP",
        "value": "637697.43",
        "weight": "0.00804149",
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      },
      {
        "name": "NVIDIA CORP",
        "value": "572855.27",
        "weight": "0.00722382",
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      },
      {
        "name": "Nebius Group NV, Class A",
        "value": "521789.18",
        "weight": "0.00657987",
        "shared": true
      },
      {
        "name": "CUMMINS INC",
        "value": "516724.95",
        "weight": "0.00651600",
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      },
      {
        "name": "CELESTICA INC SUB VTG",
        "value": "359808.48",
        "weight": "0.00453726",
        "shared": false
      },
      {
        "name": "FRST AM-GV OB-X",
        "value": "319848.77",
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    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000894189-26-012332",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1924868/000089418926012332/0000894189-26-012332-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000894189-26-013446",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/2034406/000089418926013446/0000894189-26-013446-index.htm"
    }
  ]
}