# Portfolio overlap — TCAI vs NODE

Comparing **Tortoise AI Infrastructure ETF** (2026-02-28) and **Onchain Economy ETF** (2026-03-31).

- Shared positions: 13
- Tortoise AI Infrastructure ETF covered by Onchain Economy ETF: 0.1956108652414525426727700841
- Onchain Economy ETF covered by Tortoise AI Infrastructure ETF: 0.1956108652414525426727700841

## 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 |  |

## Onchain Economy ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| VanEck Bitcoin ETF/US | 0.107006 |  |
| TERAWULF INC | 0.050819 | ✓ |
| FIGURE TECHNOLOGY SOLUTIONS INC A | 0.043390 |  |
| CIPHER MINING INC | 0.043362 | ✓ |
| IREN LTD | 0.042125 | ✓ |
| State Street Navigator Securities Lending Government Money Market Portfolio | 0.042017 |  |
| HUT 8 CORP | 0.032589 | ✓ |
| APPLIED DIGITAL CORP | 0.031438 |  |
| CORE SCIENTIFIC INC | 0.030906 | ✓ |
| MARATHON DIGITAL HOLDINGS INC | 0.024453 |  |
| CIRCLE INTERNET GROUP INC A | 0.023093 |  |
| GALAXY DIGITAL INC A | 0.020857 |  |
| SK HYNIX INC | 0.020171 |  |
| RIOT PLATFORMS INC | 0.018677 |  |
| SOLARIS OIL IN-A | 0.018590 |  |
| BLOCK INC CL A | 0.018472 |  |
| COINBASE GLOBAL INC | 0.017975 |  |
| VISTRA CORP | 0.017603 | ✓ |
| GPGI INC | 0.017175 |  |
| AKER ASA-A SHARE | 0.016991 |  |
| VERTIV HOLDINGS CO | 0.015566 | ✓ |
| CLEANSPARK INC | 0.014932 |  |
| NRG ENERGY INC | 0.014213 | ✓ |
| TALEN ENERGY CORP | 0.013555 | ✓ |
| Brookfield Renewable Partners LP | 0.013387 |  |
| STRATEGY INC CL A | 0.012775 |  |
| BULLISH | 0.012439 |  |
| VanEck Ethereum ETF | 0.012429 |  |
| ENPHASE ENERGY INC | 0.012233 |  |
| SHOPIFY INC CL A | 0.011914 |  |
| SEA LTD ADR | 0.011547 |  |
| LEGENCE CORP-A | 0.011180 |  |
| INTERACTIVE BROKERS GROUP INC | 0.011029 |  |
| ROBINHOOD MARKETS INC | 0.010677 |  |
| MERCADOLIBRE INC | 0.010407 |  |
| REDDIT INC-A | 0.010081 |  |
| VanEck Quantum Computing UCITS ETF | 0.009978 |  |
| WILLIAMS COS INC | 0.009843 | ✓ |
| AMERICAN ELECTRIC POWER CO INC | 0.009730 |  |
| MIRION TECHNOLOGIES INC-A | 0.009490 |  |
| CONSTELLATION ENERGY CORP | 0.009293 | ✓ |
| FUTU HOLDINGS LTD ADR | 0.009092 |  |
| DT MIDSTREAM INC | 0.009049 | ✓ |
| Opera Ltd. (Norway) | 0.008861 |  |
| ALPHABET INC CL A | 0.008267 |  |
| NVIDIA CORP | 0.007929 | ✓ |
| GLOBAL UNICHIP | 0.007729 |  |
| RASPBERRY PI PLC | 0.007055 |  |
| BITFARMS LTD/CANADA COMMON STOCK | 0.006945 |  |
| VanEck Solana ETF | 0.006758 |  |


## Sources

- N-PORT (fund A) — accession `0000894189-26-013446` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/2034406/000089418926013446/0000894189-26-013446-index.htm>
- N-PORT (fund B) — accession `0001410368-26-054832` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/768847/000141036826054832/0001410368-26-054832-index.htm>

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