# Portfolio overlap — CBSE vs TCAI

Comparing **Clough Select Equity ETF** (2026-04-30) and **Tortoise AI Infrastructure ETF** (2026-02-28).

- Shared positions: 7
- Clough Select Equity ETF covered by Tortoise AI Infrastructure ETF: 0.1679656632117333705135853801
- Tortoise AI Infrastructure ETF covered by Clough Select Equity ETF: 0.1679656632117333705135853801

## Clough Select Equity ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SEAGATE TECHNOLO | 0.034756 |  |
| SABLE OFFSHORE CORP | 0.034725 |  |
| PURECYCLE TECHNOLOGIES INC | 0.033073 |  |
| MONOLITHIC POWER SYS INC | 0.032576 |  |
| WESTERN DIGITAL CORP | 0.032312 | ✓ |
| QUANTA SVCS INC | 0.030388 | ✓ |
| VENTURE GLOBAL INC | 0.030079 |  |
| LUMENTUM HOLDINGS INC | 0.030062 |  |
| HALLIBURTON CO | 0.029098 |  |
| SITIME CORP | 0.029097 |  |
| SLB LTD | 0.029014 |  |
| NVENT ELECTRIC | 0.028703 |  |
| OSCAR HEALTH INC - CLASS A | 0.027905 |  |
| LAM RESEARCH CORP | 0.027637 |  |
| KLA CORP | 0.027165 |  |
| SOLARIS OIL IN-A | 0.026930 |  |
| PLANET LABS PBC A | 0.026882 |  |
| INDIE SEMICONDUCTOR INC | 0.026725 |  |
| CORNING INC | 0.026313 |  |
| OKLO INC | 0.025942 |  |
| STERLING INFRASTRUCTURE INC | 0.025849 |  |
| VERTIV HOLDINGS CO | 0.025662 | ✓ |
| Viking Holdings Ltd | 0.025221 |  |
| CARNIVAL CORP | 0.024929 |  |
| CONSTELLATION ENERGY CORP | 0.024616 | ✓ |
| STRATEGY INC CL A | 0.024434 |  |
| AMPHENOL CORPORATION CL A | 0.024422 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.024380 |  |
| NRG ENERGY INC | 0.024146 | ✓ |
| KRYSTAL BIOTECH INC | 0.024137 |  |
| X-ENERGY INC COM CL A | 0.023734 |  |
| GE VERNOVA LLC | 0.023537 | ✓ |
| SERVICE CORP INTERNATIONAL INC | 0.022589 |  |
| Curaleaf Holdings Inc | 0.020969 |  |
| FREDDIE MAC | 0.019953 |  |
| 2x Long VIX Futures ETF | 0.018183 |  |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | 0.017418 |  |
| BLKR-LIQ T-INS | 0.016441 |  |

## Tortoise AI Infrastructure ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| VERTIV HOLDINGS CO | 0.051251 | ✓ |
| DELL TECHNOLOGIES INC CL C | 0.050100 |  |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.049727 |  |
| CONSTELLATION ENERGY CORP | 0.045330 | ✓ |
| CIENA CORP | 0.044724 |  |
| QUANTA SVCS INC | 0.043420 | ✓ |
| WESTERN DIGITAL CORP | 0.039309 | ✓ |
| MICRON TECHNOLOGY INC | 0.037383 |  |
| NRG ENERGY INC | 0.036771 | ✓ |
| MASTEC INC | 0.033936 |  |
| NVENT ELECTRIC PLC | 0.032828 |  |
| EQT CORPORATION | 0.031175 |  |
| SCHNEIDER ELECTR | 0.029355 |  |
| MYR GROUP INC/DELAWARE | 0.027789 |  |
| IREN LTD | 0.026060 |  |
| TERAWULF INC | 0.024515 |  |
| CIPHER MINING INC | 0.023128 |  |
| PRIMORIS SVCS CORP | 0.022444 |  |
| WILLIAMS COS INC | 0.022259 |  |
| CORE SCIENTIFIC INC | 0.020948 |  |
| DYCOM INDUSTRIES INC | 0.020005 |  |
| EVERGY INC | 0.018904 |  |
| VISTRA CORP | 0.017884 |  |
| PURE STORAGE INC CL A | 0.017802 |  |
| ARISTA NETWORKS INC | 0.016274 |  |
| CREDO TECHNOLOGY GROUP HOLDING LTD | 0.016243 |  |
| FORGENT POWER SOLUTIONS INC | 0.015780 |  |
| AMPHENOL CORPORATION CL A | 0.015772 | ✓ |
| SUPER MICRO COMPUTER INC | 0.015685 |  |
| MODINE MFG CO | 0.015343 |  |
| GE VERNOVA LLC | 0.015070 | ✓ |
| SANDISK CORPORATION | 0.014141 |  |
| ENTERGY CORP | 0.013936 |  |
| HUT 8 CORP | 0.010532 |  |
| CATERPILLAR INC | 0.010379 |  |
| FERMI INC | 0.010108 |  |
| MLP | 0.009466 |  |
| SIEMENS ENERGY AG | 0.008646 |  |
| DT MIDSTREAM INC | 0.008645 |  |
| TALEN ENERGY CORP | 0.008041 |  |
| NVIDIA CORP | 0.007224 |  |
| Nebius Group NV, Class A | 0.006580 |  |
| CUMMINS INC | 0.006516 |  |
| CELESTICA INC SUB VTG | 0.004537 |  |
| FRST AM-GV OB-X | 0.004033 |  |


## Sources

- N-PORT (fund A) — accession `0001936157-26-000332` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/1936157/000193615726000332/0001936157-26-000332-index.htm>
- N-PORT (fund B) — accession `0000894189-26-013446` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/2034406/000089418926013446/0000894189-26-013446-index.htm>

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