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Tortoise Capital Advisors, L.L.C.

All holdings · as of Mar 31, 2026

90 positions

CompanyClassValueShares% of portfolio
CIENA CORP—$9.87M25,4180.1%
HALLIBURTON CO—$9.54M244,8000.1%
Vertiv Holdings Co—$9.00M35,9060.1%
Devon Energy Corp—$8.55M169,8410.1%
MICRON TECHNOLOGY INC—$7.68M22,7400.1%
Western Digital Corp—$7.55M27,9060.1%
Seagate Technology Holdings PLC—$7.44M18,9880.1%
ProPetro Holding Corp.—$6.94M481,2940.1%
Quanta Services Inc—$6.55M11,9320.1%
nVent Electric plc—$6.51M55,0060.1%
MASTEC INC—$5.90M18,3400.1%
MYR Group Inc.—$5.77M20,4300.1%
NEXTERA ENERGY INC—$5.03M54,1620.1%
TERAWULF INC.—$4.33M300,1920.0%
IREN Ltd—$4.33M126,3120.0%
DYCOM INDUSTRIES INC—$4.32M12,7640.0%
Primoris Services Corp—$4.23M29,5580.0%
Ferguson Enterprises Inc. /DE—$4.13M17,9870.0%
SOUTHERN CO—$4.10M42,4950.0%
Arista Networks, Inc.ANETCommon Stock$3.80M30,9360.0%
Cipher Digital Inc.—$3.79M294,4320.0%
Credo Technology Group Holding Ltd—$3.48M37,0480.0%
GE Vernova Inc.—$3.00M3,4330.0%
MODINE MANUFACTURING CO—$2.91M13,4080.0%
Sandisk Corp—$2.79M4,3940.0%
AMPHENOL CORP /DE—$2.71M21,4460.0%
LUMENTUM HLDGS INC—$2.11M3,0020.0%
CATERPILLAR INC—$1.95M2,7560.0%
Hut 8 Corp.—$1.84M39,2640.0%
COHERENT CORP—$1.84M7,7100.0%
Forgent Power Solutions, Inc.FPSCommon Stock$1.83M62,6920.0%
Stantec Inc.—$1.52M17,6480.0%
Nebius Group N.V.—$1.48M14,2520.0%
Everpure, Inc.—$1.47M24,8480.0%
NVIDIA Corp—$1.41M8,0860.0%
CUMMINS INC—$1.18M2,2020.0%
Global Partners LP—$1.14M27,1470.0%
CELESTICA INCCLSCommon Stock$912.6K3,2400.0%
NGL Energy Partners LP—$841.3K68,2340.0%
Genesis Energy LP—$345.8K19,3930.0%
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