Tortoise AI Infrastructure (TCAI)

Tortoise AI Infrastructure (TCAI $35.42)
- $35.42 P/E (TTM): 30.42X Cap: $77M
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BMO Equal Weight Global Gold Index ETF (ZGD $260.53)
- $260.53 P/E (TTM): 0.62X Cap: $317M
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First Trust NASDAQ CEA Cybersecurity ETF (CIBR $64.09)
- $64.09 P/E (TTM): 29.88X Cap: $9.75B
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iShares Expanded Tech-Software Sector ETF (IGV $82.80)
- $82.80 P/E (TTM): 42.42X Cap: $10.59B
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Avantis International Small Cap Value ETF (AVDV $95.28)
- $95.28 P/E (TTM): 21.25X Cap: $16.86B
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iShares MSCI Intl Momentum Factor ET (IMTM $46.18)
- $46.18 P/E (TTM): 28.13X Cap: $3.54B
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Tortoise AI Infrastructure (TCAI $35.42)
- $35.42 P/E (TTM): 30.42X Cap: $77M
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Q: I have good tech exposure in my portfolio through GOOGL, MSFT, NVDA, SOXX, XIT and market exposure through VCN, WXM, and XEQT.
I would like to know your suggestions for the above mentioned ETF's for a time frame of 2-5 Years.

Read Answer Asked by Satish on March 11, 2026

Amazon.com Inc. (AMZN $205.74)
- $205.74 P/E (TTM): 29.27X Cap: $2.24T
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Broadcom Inc. (AVGO $312.49)
- $312.49 P/E (TTM): 66.51X Cap: $1.51T
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Meta Platforms Inc. (META $590.43)
- $590.43 P/E (TTM): 26.21X Cap: $1.53T
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Alphabet Inc. (GOOG $297.78)
- $297.78 P/E (TTM): 28.33X Cap: $3.71T
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Microsoft Corporation (MSFT $381.56)
- $381.56 P/E (TTM): 24.5X Cap: $2.88T
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Micron Technology Inc. (MU $420.21)
- $420.21 P/E (TTM): 43.89X Cap: $500.02B
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NVIDIA Corporation (NVDA $173.16)
- $173.16 P/E (TTM): 36.82X Cap: $4.33T
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Arista Networks Inc. (ANET $129.71)
- $129.71 P/E (TTM): 49.48X Cap: $171.21B
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $326.97)
- $326.97 P/E (TTM): 48.41X Cap: $1.75T
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VanEck Vectors Semiconductor ETF (SMH $383.04)
- $383.04 P/E (TTM): 35.18X Cap: $44.28B
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Vertiv Holdings LLC Class A (VRT $260.00)
- $260.00 P/E (TTM): 77.63X Cap: $102.98B
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Palantir Technologies Inc. (PLTR $150.50)
- $150.50 P/E (TTM): 242.49X Cap: $372.17B
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Tortoise AI Infrastructure (TCAI $35.42)
- $35.42 P/E (TTM): 30.42X Cap: $77M
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Q: Hello Team 5i & Everyone,

With regard to the A.I. theme: If you had to pick 9 American stocks to watch that have been already running since 2023 because of A.I., which stocks would they be?

Nividia & Microsoft seem obvious. Maybe VST, AVGO… Gemini provided a list, but I’d like to know what you think please.

I find that the MAGS etf is a simple way to track the big tech stocks, but I’m not sure if the SMH etf would be too specific to track the A.I. stocks/theme?

Thank you for your help!

Sandra

Read Answer Asked by Sandra on January 23, 2026

Invesco NASDAQ 100 Index ETF (QQC $38.97)
- $38.97 P/E (TTM): 32.84X Cap: $1.39B
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Amplify Cybersecurity ETF (HACK $76.83)
- $76.83 P/E (TTM): 35.21X Cap: $1.97B
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Evolve Cyber Security Index Fund (CYBR $48.24)
- $48.24 P/E (TTM): 34.73X Cap: $145M
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CyberArk Software Ltd. (CYBR)
- Cap: $20.22B
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VanEck Vectors Semiconductor ETF (SMH $383.04)
- $383.04 P/E (TTM): 35.18X Cap: $44.28B
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Global X Copper Miners ETF (COPX $68.81)
- $68.81 P/E (TTM): 36.56X Cap: $6.51B
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Global X Artificial Intelligence Semiconductor Index ETF (CHPS $57.65)
- $57.65 P/E (TTM): 42.98X Cap: $193M
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ARK Space & Defense Innovation ETF (ARKX $29.97)
- $29.97 P/E (TTM): 43.7X Cap: $743M
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TCW Transform Systems ETF (PWRD $96.75)
- $96.75 P/E (TTM): 36.13X Cap: $1.06B
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Tortoise AI Infrastructure (TCAI $35.42)
- $35.42 P/E (TTM): 30.42X Cap: $77M
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Defiance AI & Power Infrastructure ETF (AIPO $24.77)
- $24.77 P/E (TTM): 36.29X Cap: $235M
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Q: Excellent “ The AI Compute Stack and the Stocks That Power It” report.

If you have to choose an AI ETF that would cover the stocks on the report. Which CDN and USA ETF would you recommend to hold.

I currently hold 3% each COPX, CYBR, NUKZ, CHPS & QQC ETF

Thanks for the great service.

Read Answer Asked by Hector on January 21, 2026