AIPO ETF largest holding is GEV at 9.35% as of Jul 28, 2026
Defiance AI & Power Infrastructure ETF
GEV is AIPO's largest holding at 9.35% of the fund as of Jul 28, 2026. AIPO is Defiance AI & Power Infrastructure ETF.
| # | Ticker | Name | Weight | Cumulative | Shares | Mkt value | Sector | Industry |
|---|---|---|---|---|---|---|---|---|
| 1 | G | Ge Vernova Inc.Industrials · Machinery | 9.35% | 9.3% | 84,585 | $84.29M | Industrials | Machinery |
| 2 | E | Eaton Corporation Plc Ordinary SharesIndustrials · Electrical Equipment | 8.63% | 18.0% | 195,340 | $77.87M | Industrials | Electrical Equipment |
| Sector and industry · Pro | ||||||||
| 3 | — | Vertiv Group Corp | 8.07% | 26.1% | 253,103 | $72.79M | ||
| 4 | — | Quanta | 7.75% | 33.8% | 112,638 | $69.87M | ||
| 5 | A | Broadcom Inc | 4.19% | 38.0% | 98,539 | $37.76M | ||
| 6 | C | Constellation Energy Corp | 4.06% | 42.0% | 135,761 | $36.66M | ||
| 7 | N | Nvidia Corp | 3.99% | 46.0% | 182,967 | $35.95M | ||
| 8 | B | Bloom Energy Corporation Com Cl A | 3.64% | 49.7% | 174,269 | $32.79M | ||
| 9 | C | Cameco Corp | 3.62% | 53.3% | 365,200 | $32.63M | ||
| 10 | A | Advanced Micro Devices Inc. | 2.44% | 55.7% | 44,528 | $22.04M | ||
| 11 | D | Dominion Energy Inc. | 2.18% | 57.9% | 279,199 | $19.62M | ||
| 12 | X | Xcel Energy Inc. | 2.12% | 60.0% | 237,154 | $19.14M | ||
| 13 | H | Hubbell Inc. | 2.10% | 62.1% | 38,015 | $18.93M | ||
| 14 | V | Vistra Corp | 2.08% | 64.2% | 119,344 | $18.75M | ||
| 15 | N | Nvent Electric Plc. | 1.96% | 66.2% | 118,496 | $17.69M | ||
| 16 | M | Mastec Inc | 1.87% | 68.0% | 50,136 | $16.89M | ||
| 17 | P | Public Service Enterprise Group Inc. | 1.62% | 69.7% | 184,152 | $14.59M | ||
| 18 | — | Sterling Construction Co Inc | 1.56% | 71.2% | 22,153 | $14.06M | ||
| 19 | — | Pg&E Corp | 1.40% | 72.6% | 719,785 | $12.67M | ||
| 20 | B | Bwx Technologies, Inc. | 1.36% | 74.0% | 69,260 | $12.23M | ||
| 21 | — | Generac Holdings, Inc. | 1.06% | 75.1% | 48,468 | $9.57M | ||
| 22 | D | Dycom Industries Inc | 0.94% | 76.0% | 19,890 | $8.44M | ||
| 23 | V | Valmont Industries Inc | 0.87% | 76.9% | 15,827 | $7.83M | ||
| 24 | E | Evergy Inc. | 0.79% | 77.7% | 83,413 | $7.16M | ||
| 25 | — | Nexgen Energy Ltd | 0.77% | 78.4% | 744,563 | $6.94M | ||
| 26 | A | Argan Ord | 0.73% | 79.2% | 12,127 | $6.58M | ||
| 27 | E | Enersys | 0.69% | 79.8% | 32,931 | $6.26M | ||
| 28 | O | Oklo Inc | 0.68% | 80.5% | 147,598 | $6.17M | ||
| 29 | M | Marvell Technology Group Ltd | 0.62% | 81.1% | 29,399 | $5.56M | ||
| 30 | T | Talen Energy Corp. | 0.60% | 81.7% | 15,661 | $5.44M | ||
| 31 | U | Uranium Energy Corp. | 0.57% | 82.3% | 516,336 | $5.12M | ||
| 32 | L | Centrus Energy Corp. Class A | 0.56% | 82.9% | 28,722 | $5.05M | ||
| 33 | E | Equinix, Inc. | 0.56% | 83.4% | 4,825 | $5.05M | ||
| 34 | I | Itron Inc | 0.54% | 84.0% | 57,945 | $4.91M | ||
| 35 | F | Fuelcell Energy, Inc. | 0.52% | 84.5% | 218,179 | $4.69M | ||
| 36 | S | Nuscale Power Corp. | 0.51% | 85.0% | 540,695 | $4.62M | ||
| 37 | F | Forgent Power Solutions, Inc. (Class A) | 0.50% | 85.5% | 123,874 | $4.49M | ||
| 38 | D | Denison Mines Corp | 0.48% | 86.0% | 1,495,806 | $4.37M | ||
| 39 | D | Digital Realty Trust Inc | 0.48% | 86.5% | 21,917 | $4.29M | ||
| 40 | A | Aes Corp | 0.46% | 86.9% | 277,456 | $4.11M | ||
| 41 | — | Atkore International Group Inc | 0.46% | 87.4% | 54,652 | $4.11M | ||
| 42 | M | Myr Group Inc | 0.46% | 87.8% | 11,262 | $4.16M | ||
| 43 | U | Energy Fuels Inc . | 0.45% | 88.3% | 344,940 | $4.04M | ||
| 44 | Y | Yandex N.V. (Class A) | 0.42% | 88.7% | 20,227 | $3.80M | ||
| 45 | — | Pinnacle West Corp | 0.41% | 89.1% | 35,150 | $3.70M | ||
| 46 | — | Arm Holdings American Depositary S | 0.40% | 89.5% | 13,397 | $3.57M | ||
| 47 | S | Shoals Technologies Group Inc Cl A | 0.39% | 89.9% | 379,142 | $3.56M | ||
| 48 | A | Astera Labs | 0.38% | 90.3% | 12,116 | $3.42M | ||
| 49 | — | Cipher Mining In | 0.37% | 90.7% | 152,879 | $3.31M | ||
| 50 | A | American Superconductor Corp | 0.36% | 91.0% | 105,107 | $3.21M | ||
| More holdings · Pro | ||||||||
AIPO ETF All Holdings
AIPO holdings total 77 positions. The top 10 holdings account for 55.7% of the fund, led by Ge Vernova Inc. at 9.3%, Eaton Corporation Plc Ordinary Shares at 8.6%, Vertiv Group Corp at 8.1%.
AIPO portfolio concentration is relatively high, with the top 10 representing 55.7% of total assets. The largest sector exposure is Industrials at 53.0%.
AIPO sectors provide a detailed breakdown. AIPO overlap shows how holdings compare to other funds in your portfolio.
AIPO ETF Holdings
83 of 77 holdings
- 1
Ge Vernova Inc.
GEVIndustrials9.35% - 2
Eaton Corporation Plc Ordinary Shares
ETNIndustrials8.63% - 3
Vertiv Group Corp
VRTIndustrials8.07% - 4
Quanta
PWRIndustrials7.75% - 5
Broadcom Inc
AVGOInformation Technology4.19% - 6
Constellation Energy Corp
CEGUtilities4.06% - 7
Nvidia Corp
NVDAInformation Technology3.99% - 8
Bloom Energy Corporation Com Cl A
BEIndustrials3.64% - 9
Cameco Corp Common Stock
CCO:CAMaterials3.62% - 10
Advanced Micro Devices Inc.
AMDInformation Technology2.44% - 11
Dominion Energy Inc.
DUtilities2.18% - 12
Xcel Energy Inc.
XELUtilities2.12% - 13
Hubbell Inc.
HUBBIndustrials2.10% - 14
Vistra Corp
VSTUtilities2.08% - 15
Nvent Electric Plc.
NVTIndustrials1.96% - 16
Mastec Inc
MTZIndustrials1.87% - 17
Public Service Enterprise Group Inc.
PEGUtilities1.62% - 18
Sterling Construction Co Inc
STRLIndustrials1.56% - 19
Pg&E Corp
PCGUtilities1.40% - 20
Bwx Technologies, Inc.
BWXTIndustrials1.36% - 21
Generac Holdings, Inc.
GNRCIndustrials1.06% - 22
Dycom Industries Inc
DYIndustrials0.94% - 23
Valmont Industries Inc
VMIIndustrials0.87% - 24
Evergy Inc.
EVRGUtilities0.79% - 25
Nexgen Energy Ltd
NXE:CAMaterials0.77% - 26
Argan Ord
AGXInformation Technology0.73% - 27
Enersys
ENSIndustrials0.69% - 28
Oklo Inc
OKLOEnergy0.68% - 29
Marvell Technology Group Ltd
MRVLInformation Technology0.62% - 30
Talen Energy Corp.
TLNEUtilities0.60% - 31
Uranium Energy Corp.
UECMaterials0.57% - 32
Centrus Energy Corp. Class A
LEUEnergy0.56% - 33
Equinix, Inc.
EQIXReal Estate0.56% - 34
Itron Inc
ITRIInformation Technology0.54% - 35
Fuelcell Energy, Inc. (A)
FCELIndustrials0.52% - 36
Nuscale Power Corp.
SMRUtilities0.51% - 37
Forgent Power Solutions, Inc. (Class A)
FPSUnknown0.50% - 38
Denison Mines Corp
DML:CAMaterials0.48% - 39
Digital Realty Trust Inc
DLRReal Estate0.48% - 40
Aes Corporation
AESUtilities0.46% - 41
Atkore International Group Inc
ATKRIndustrials0.46% - 42
Myr Group Inc
MYRGIndustrials0.46% - 43
Energy Fuels Inc .
UUUU:CAMaterials0.45% - 44
Yandex N.V. (Class A)
YNDX:ASInformation Technology0.42% - 45
Pinnacle West Corp
PNWUtilities0.41% - 46
Arm Holdings American Depositary S
ARM:LNInformation Technology0.40% - 47
Shoals Technologies Group Inc Cl A
SHLSUtilities0.39% - 48
Astera Labs
ALABInformation Technology0.38% - 49
Cipher Mining In
CIFRInformation Technology0.37% - 50
American Superconductor Corp
AMSCIndustrials0.36% - 51
Hut 8 Corp Common Stock
HUTInformation Technology0.36% - 52
Digitalbridge Credit
DBRGFinancials0.35% - 53
Lattice Semiconductor
LSCCInformation Technology0.34% - 54
Whitefiber Inc
WYFI:KYUnknown0.34% - 55
Cleanspark Inc.(Clsk)
CLSKInformation Technology0.33% - 56
Gds Holdings Limited American Depositary Shares, Each Representing Eight Class A Ordinary Shares
GDS:SHReal Estate0.33% - 57
Riot Blockchain Inc.
RIOTInformation Technology0.33% - 58
X-Energy Inc
XEUnknown0.33% - 59
Marathon Digital Holdings Inc
MARAFinancials0.32% - 60
Encore Energy Corp.
ENCUFEnergy0.29% - 61
Hive Digital Technologies Ltd
HIVE:CAInformation Technology0.29% - 62
Preformed Line
PLPCIndustrials0.29% - 63
Core Scientific
CORZInformation Technology0.28% - 64
Nano Nuclear Energy Inc Common Stock USD 0.0001
NNEUtilities0.28% - 65
Terawulf Inc
WULFInformation Technology0.28% - 66
Vnet Group, Inc. Unsponsored Adr (1 Ads : 6 Ordinary)
VNET:SHInformation Technology0.28% - 67
Ur-energy Inc .
URE:CAEnergy0.28% - 68
Iris Energy Ltd.
IREN:AUUnknown0.28% - 69
Eos Energy Enterprises Inc
EOSEIndustrials0.27% - 70
First American Government Obligations Fund
FGXXXFinancials0.27% - 71
Fluence Energy Inc Flnc Us Equity
FLNCIndustrials0.27% - 72
Keel Infrastructure Corp.
KEELUnknown0.27% - 73
Bit Digital Inc
BTBTInformation Technology0.27% - 74
Net Power Inc
NPWRUtilities0.26% - 75
Pnmresources Inc.
PNMEnergy0.26% - 76
POWER SOLUTIONS INTL INC
PSIXIndustrials0.26% - 77
Rambus Inc - Common
RMBSInformation Technology0.26% - 78
Applied Digital Corporation
APLDInformation Technology0.24% - 79
Energy Vault Holdings, Inc.
NRGVIndustrials0.24% - 80
Bitdeer Technologies Group
BTDR:SIInformation Technology0.24% - 81
Portland General Electric Co.
PORUtilities0.23% - 82
Solv Energy Inc. Com Shs Cl A
MWHUnknown0.15% - 83
Horizon Space Acquisition Ii Corp. Warrant
Other-0.05%
| # | Company | Ticker | Sector | Industry | Weight |
|---|---|---|---|---|---|
| 1 | Ge Vernova Inc. | GEV | 9.350% | ||
| 2 | Eaton Corporation Plc Ordinary Shares | ETN | 8.630% | ||
| 3 | Vertiv Group Corp | VRT | 8.070% | ||
| 4 | Quanta | PWR | 7.750% | ||
| 5 | Broadcom Inc | AVGO | 4.190% | ||
| 6 | Constellation Energy Corp | CEG | 4.060% | ||
| 7 | Nvidia Corp | NVDA | 3.990% | ||
| 8 | Bloom Energy Corporation Com Cl A | BE | 3.640% | ||
| 9 | Cameco Corp Common Stock | CCO:CA | 3.620% | ||
| 10 | Advanced Micro Devices Inc. | AMD | 2.440% | ||
| 11 | Dominion Energy Inc. | D | 2.180% | ||
| 12 | Xcel Energy Inc. | XEL | 2.120% | ||
| 13 | Hubbell Inc. | HUBB | 2.100% | ||
| 14 | Vistra Corp | VST | 2.080% | ||
| 15 | Nvent Electric Plc. | NVT | 1.960% | ||
| 16 | Mastec Inc | MTZ | 1.870% | ||
| 17 | Public Service Enterprise Group Inc. | PEG | 1.620% | ||
| 18 | Sterling Construction Co Inc | STRL | 1.560% | ||
| 19 | Pg&E Corp | PCG | 1.400% | ||
| 20 | Bwx Technologies, Inc. | BWXT | 1.360% | ||
| 21 | Generac Holdings, Inc. | GNRC | 1.060% | ||
| 22 | Dycom Industries Inc | DY | 0.940% | ||
| 23 | Valmont Industries Inc | VMI | 0.870% | ||
| 24 | Evergy Inc. | EVRG | 0.790% | ||
| 25 | Nexgen Energy Ltd | NXE:CA | 0.770% | ||
| 26 | Argan Ord | AGX | 0.730% | ||
| 27 | Enersys | ENS | 0.690% | ||
| 28 | Oklo Inc | OKLO | 0.680% | ||
| 29 | Marvell Technology Group Ltd | MRVL | 0.620% | ||
| 30 | Talen Energy Corp. | TLNE | 0.600% | ||
| 31 | Uranium Energy Corp. | UEC | 0.570% | ||
| 32 | Centrus Energy Corp. Class A | LEU | 0.560% | ||
| 33 | Equinix, Inc. | EQIX | 0.560% | ||
| 34 | Itron Inc | ITRI | 0.540% | ||
| 35 | Fuelcell Energy, Inc. (A) | FCEL | 0.520% | ||
| 36 | Nuscale Power Corp. | SMR | 0.510% | ||
| 37 | Forgent Power Solutions, Inc. (Class A) | FPS | 0.500% | ||
| 38 | Denison Mines Corp | DML:CA | 0.480% | ||
| 39 | Digital Realty Trust Inc | DLR | 0.480% | ||
| 40 | Aes Corporation | AES | 0.460% | ||
| 41 | Atkore International Group Inc | ATKR | 0.460% | ||
| 42 | Myr Group Inc | MYRG | 0.460% | ||
| 43 | Energy Fuels Inc . | UUUU:CA | 0.450% | ||
| 44 | Yandex N.V. (Class A) | YNDX:AS | 0.420% | ||
| 45 | Pinnacle West Corp | PNW | 0.410% | ||
| 46 | Arm Holdings American Depositary S | ARM:LN | 0.400% | ||
| 47 | Shoals Technologies Group Inc Cl A | SHLS | 0.390% | ||
| 48 | Astera Labs | ALAB | 0.380% | ||
| 49 | Cipher Mining In | CIFR | 0.370% | ||
| 50 | American Superconductor Corp | AMSC | 0.360% | ||
| 51 | Hut 8 Corp Common Stock | HUT | 0.360% | ||
| 52 | Digitalbridge Credit | DBRG | 0.350% | ||
| 53 | Lattice Semiconductor | LSCC | 0.340% | ||
| 54 | Whitefiber Inc | WYFI:KY | 0.340% | ||
| 55 | Cleanspark Inc.(Clsk) | CLSK | 0.330% | ||
| 56 | Gds Holdings Limited American Depositary Shares, Each Representing Eight Class A Ordinary Shares | GDS:SH | 0.330% | ||
| 57 | Riot Blockchain Inc. | RIOT | 0.330% | ||
| 58 | X-Energy Inc | XE | 0.330% | ||
| 59 | Marathon Digital Holdings Inc | MARA | 0.320% | ||
| 60 | Encore Energy Corp. | ENCUF | 0.290% | ||
| 61 | Hive Digital Technologies Ltd | HIVE:CA | 0.290% | ||
| 62 | Preformed Line | PLPC | 0.290% | ||
| 63 | Core Scientific | CORZ | 0.280% | ||
| 64 | Nano Nuclear Energy Inc Common Stock USD 0.0001 | NNE | 0.280% | ||
| 65 | Terawulf Inc | WULF | 0.280% | ||
| 66 | Vnet Group, Inc. Unsponsored Adr (1 Ads : 6 Ordinary) | VNET:SH | 0.280% | ||
| 67 | Ur-energy Inc . | URE:CA | 0.280% | ||
| 68 | Iris Energy Ltd. | IREN:AU | 0.280% | ||
| 69 | Eos Energy Enterprises Inc | EOSE | 0.270% | ||
| 70 | First American Government Obligations Fund | FGXXX | 0.270% | ||
| 71 | Fluence Energy Inc Flnc Us Equity | FLNC | 0.270% | ||
| 72 | Keel Infrastructure Corp. | KEEL | 0.270% | ||
| 73 | Bit Digital Inc | BTBT | 0.270% | ||
| 74 | Net Power Inc | NPWR | 0.260% | ||
| 75 | Pnmresources Inc. | PNM | 0.260% | ||
| 76 | POWER SOLUTIONS INTL INC | PSIX | 0.260% | ||
| 77 | Rambus Inc - Common | RMBS | 0.260% | ||
| 78 | Applied Digital Corporation | APLD | 0.240% | ||
| 79 | Energy Vault Holdings, Inc. | NRGV | 0.240% | ||
| 80 | Bitdeer Technologies Group | BTDR:SI | 0.240% | ||
| 81 | Portland General Electric Co. | POR | 0.230% | ||
| 82 | Solv Energy Inc. Com Shs Cl A | MWH | 0.150% | ||
| 83 | Horizon Space Acquisition Ii Corp. Warrant | - | -0.050% |







































