AIPO ETF largest holding is ETN at 9.34% as of Aug 6, 2026

$27.88

AUM$906M

TER0.69%

Holdings83

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AIPO ETF largest holding is ETN at 9.34% as of Aug 6, 2026

$27.88

Defiance AI & Power Infrastructure ETF

AUM$906M

TER0.69%

Holdings83

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

ETN is AIPO's largest holding at 9.34% of the fund as of Aug 6, 2026. AIPO is Defiance AI & Power Infrastructure ETF.

Showing top 50 of 83 holdings · as of Aug 6, 2026

AIPO holdings, by weight
#	Ticker	Name	Weight	Cumulative	Shares	Mkt value	Sector	Industry
1	ETN	Eaton Corp PlcIndustrials · Electrical Equipment	9.34%	9.3%	199,108	$89.06M	Industrials	Electrical Equipment
2	GEV	Ge Vernova, Inc.Industrials · Machinery	9.21%	18.6%	86,217	$87.77M	Industrials	Machinery
Sector and industry · Pro
3	—	Quanta	8.22%	26.8%	114,798	$78.41M
4	—	Vertiv Co.	7.52%	34.3%	257,975	$71.70M
5	AVGO	Broadcom Inc	4.41%	38.7%	100,435	$42.01M
6	—	Cfd Bloom Energy Corp- A	4.37%	43.1%	177,629	$41.62M
7	NVDA	Nvidia Corp.	4.29%	47.4%	186,495	$40.88M
8	CEG	Constellation Energy Corp	3.85%	51.2%	138,377	$36.69M
9	CCJ	Cameco Corporation Com Npv	3.68%	54.9%	372,256	$35.09M
10	AMD	Advanced Micro Devices Inc	2.29%	57.2%	45,368	$21.87M
11	HUBB	Hubbell Inc	2.09%	59.3%	38,735	$19.89M
12	—	Nvent Electric Plc Ordinary Shares	2.05%	61.3%	120,776	$19.57M
13	D	Dominion Energy Inc.	2.04%	63.4%	284,575	$19.43M
14	XEL	Xcel Energy Inc.	1.96%	65.3%	241,714	$18.66M
15	—	Vistra Energy Corp.	1.79%	67.1%	121,648	$17.10M
16	PEG	Public Service Enterprise Group Inc	1.49%	68.6%	187,704	$14.18M
17	MTZ	Mastec Inc	1.43%	70.0%	51,096	$13.63M
18	—	Pg&E Corp.	1.32%	71.3%	733,681	$12.62M
19	—	Sterling Construction Company Inc	1.27%	72.6%	22,561	$12.09M
20	BWXT	Bwx Technologies, Inc.	1.25%	73.9%	70,580	$11.88M
21	—	Generac Holdings, Inc.	1.13%	75.0%	49,404	$10.74M
22	DY	Dycom Industries Inc_None_0	0.87%	75.9%	20,274	$8.28M
23	VMI	Valmont Industries Inc	0.84%	76.7%	16,115	$8.00M
24	—	Nexgen Energy Ltd	0.80%	77.5%	758,939	$7.62M
25	AGX	Argan, Inc.	0.78%	78.3%	12,343	$7.43M
26	EVRG	Evergy Inc.	0.74%	79.0%	85,021	$7.06M
27	OKLO	Oklo Inc Class A	0.68%	79.7%	150,430	$6.47M
28	ENS	Enersys	0.67%	80.4%	33,555	$6.37M
29	MRVL	Marvell Technology Group Ltd.	0.66%	81.0%	29,951	$6.32M
30	ITRI	Itron Inc	0.65%	81.7%	59,049	$6.23M
31	UEC	Uranium Energy Corp	0.59%	82.3%	526,296	$5.64M
32	LEU	Centrus Energy Corp. Class A	0.58%	82.9%	29,274	$5.49M
33	—	Atkore International Group Inc	0.55%	83.4%	55,708	$5.22M
34	TLN	Talen Energy Corp	0.55%	84.0%	15,949	$5.26M
35	—	Equinix Inc. Real Estate Investment Trust	0.54%	84.5%	4,897	$5.17M
36	SMR	Nuscale Power Corp Class A	0.54%	85.0%	551,135	$5.17M
37	FPS	Forgent Power Solutions, Inc. (Class A)	0.51%	85.6%	126,250	$4.86M
38	DML	Denison Mines Corp	0.49%	86.0%	1,524,702	$4.71M
39	FCEL	Fuelcell Energy, Inc.	0.49%	86.5%	222,379	$4.70M
40	YNDX	Yandex Nv Ord Eur.01 Cl A Nasdaq Stock Exchange	0.47%	87.0%	20,611	$4.51M
41	DLR	Digital Realty Trust Inc.	0.46%	87.5%	22,325	$4.35M
42	UUUU	Energy Fuels Inc -	0.46%	87.9%	351,588	$4.37M
43	AES	Aes Corp	0.44%	88.4%	282,808	$4.16M
44	PLPC	Preformed Line Products Co	0.42%	88.8%	8,577	$4.04M
45	ALAB	Astera Labs Inc -	0.41%	89.2%	12,332	$3.93M
46	MYRG	Myr Group Inc	0.40%	89.6%	11,478	$3.83M
47	ARM	Arm Holdings Plc Adr	0.39%	90.0%	13,637	$3.74M
48	XE	X-Energy Inc Class A	0.39%	90.4%	197,555	$3.76M
49	PNW	Pinnacle West Capital Corp.	0.38%	90.7%	35,822	$3.64M
50	—	American Shipping Company, Asa	0.37%	91.1%	107,123	$3.53M
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Not reported for this fund: share changes.

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AIPO ETF All Holdings

AIPO holdings total 83 positions. The top 10 holdings account for 57.2% of the fund, led by Eaton Corp Plc at 9.3%, Ge Vernova, Inc. at 9.2%, Quanta at 8.2%.

AIPO portfolio concentration is relatively high, with the top 10 representing 57.2% of total assets. The largest sector exposure is Industrials at 53.5%.

AIPO sectors provide a detailed breakdown. AIPO overlap shows how holdings compare to other funds in your portfolio.

Compare AIPO

AIPO vs SPY AIPO vs QQQ AIPO vs VOO AIPO vs VTI AIPO vs IVV AIPO vs SCHD AIPO vs VYM AIPO vs VXUS

AIPO ETF Holdings

83 of 83 holdings

Sector

Industry

Sort By

1
Eaton Corp Plc
ETNIndustrials
9.34%
2
Ge Vernova, Inc.
GEVIndustrials
9.21%
3
Quanta
PWRIndustrials
8.22%
4
Vertiv Co.
VRTIndustrials
7.52%
5
Broadcom Inc
AVGOInformation Technology
4.41%
6
Cfd Bloom Energy Corp- A
BEIndustrials
4.37%
7
Nvidia Corp.
NVDAInformation Technology
4.29%
8
Constellation Energy Corporation Com
CEGUtilities
3.85%
9
Cameco Corporation Com Npv
CCO:CAMaterials
3.68%
10
Advanced Micro Devices Inc
AMDInformation Technology
2.29%
11
Hubbell Inc
HUBBIndustrials
2.09%
12
Nvent Electric Plc Ordinary Shares
NVT:IEIndustrials
2.05%
13
Dominion Energy Inc.
DUtilities
2.04%
14
Xcel Energy Inc.
XELUtilities
1.96%
15
Vistra Energy Corp.
VSTUtilities
1.79%
16
Public Service Enterprise Group Incorporated
PEGUtilities
1.49%
17
Mastec Inc
MTZIndustrials
1.43%
18
Pg&E Corp.
PCGUtilities
1.32%
19
Sterling Construction Company Inc
STRLIndustrials
1.27%
20
Bwx Technologies, Inc.
BWXTIndustrials
1.25%
21
Generac Holdings, Inc.
GNRCIndustrials
1.13%
22
Dycom Industries Inc_None_0
DYIndustrials
0.87%
23
Valmont Industries Inc
VMIIndustrials
0.84%
24
Nexgen Energy Ltd
NXE:CAMaterials
0.80%
25
Argan, Inc.
AGXInformation Technology
0.78%
26
Evergy Inc.
EVRGUtilities
0.74%
27
Oklo Inc Class A
OKLOEnergy
0.68%
28
Enersys
ENSIndustrials
0.67%
29
Marvell Technology Group Ltd.
MRVLInformation Technology
0.66%
30
Itron Inc
ITRIInformation Technology
0.65%
31
Uranium Energy Corp
UECMaterials
0.59%
32
Centrus Energy Corp. Class A
LEUEnergy
0.58%
33
Atkore International Group Inc
ATKRIndustrials
0.55%
34
Talen Energy Corp Common Stock USD.001
TLNUtilities
0.55%
35
Equinix Inc. Real Estate Investment Trust
EQIXReal Estate
0.54%
36
Nuscale Power Corp Class A
SMRUtilities
0.54%
37
Forgent Power Solutions, Inc. (Class A)
FPSUnknown
0.51%
38
Denison Mines Corp
DML:CAMaterials
0.49%
39
Fuelcell Energy, Inc. (A)
FCELIndustrials
0.49%
40
Yandex Nv Ord Eur.01 Cl A Nasdaq Stock Exchange
YNDXInformation Technology
0.47%
41
Digital Realty Trust Inc.
DLRReal Estate
0.46%
42
Energy Fuels Inc - Common
UUUUMaterials
0.46%
43
Aes Corporation
AESUtilities
0.44%
44
Preformed Line Products Co
PLPCIndustrials
0.42%
45
Astera Labs Inc - Common
ALABInformation Technology
0.41%
46
Myr Group Inc/de
MYRGIndustrials
0.40%
47
Arm Holdings Plc Adr
ARMInformation Technology
0.39%
48
X-Energy Inc Class A
XEUnknown
0.39%
49
Pinnacle West Capital Corp.
PNWUtilities
0.38%
50
American Shipping Company, Asa
AMSCIndustrials
0.37%
51
WhiteFiber, Inc. Ordinary Shares
WYFI:KYUnknown
0.37%
52
Shoals Technologies Group Inc Cl A
SHLSUtilities
0.35%
53
Digitalbridge Group Inc.
DBRGFinancials
0.34%
54
Lattice Semiconductor Corp.
LSCCInformation Technology
0.34%
55
Gds Holdings Ltd Cl A
GDS:SHReal Estate
0.33%
56
Cipher Mining Inc
CIFRInformation Technology
0.31%
57
Riot Platforms, Inc.
RIOTInformation Technology
0.31%
58
Cleanspark Inc
CLSKInformation Technology
0.30%
59
Hut 8 Corp Common Shares
HUTInformation Technology
0.30%
60
Marathon Patent Group Inc.
MARAFinancials
0.30%
61
Core Scientific Inc
CORZInformation Technology
0.29%
62
Nano Nuclear Energy Inc Common Stock USD 0.0001
NNEUtilities
0.29%
63
IREN Limited Ordinary Shares
IREN:AUConsumer Discretionary
0.29%
64
Eos Energy Enterprises Inc
EOSEIndustrials
0.28%
65
Ur Energy Inc
URGEnergy
0.28%
66
Applied Digital Corp
APLDInformation Technology
0.27%
67
Encore Energy Corp.
ENCUFEnergy
0.27%
68
First American Government Obligations Fund
FGXXXFinancials
0.27%
69
Fluence Energy Inc
FLNCIndustrials
0.27%
70
Hive Digital Technologies Ltd
HIVE:CAInformation Technology
0.27%
71
Power Solutions International Inc
PSIXIndustrials
0.27%
72
Terawulf Inc
WULFInformation Technology
0.27%
73
VNET Group Inc
VNETInformation Technology
0.27%
74
Taos Sch Dist
BTBTInformation Technology
0.27%
75
Net Power Inc
NPWRUnknown
0.27%
76
Keel Infrastructure Corp.
KEELUnknown
0.25%
77
Txnm Energy Inc
TXNMEnergy
0.25%
78
Rambus Inc
RMBSInformation Technology
0.25%
79
Energy Vault SA
NRGVIndustrials
0.23%
80
Bitdeer Technologies Group Class A Ordinary Share
BTDR:SIInformation Technology
0.23%
81
Portland General
PORUtilities
0.21%
82
Solv Energy Inc. Com Shs Cl A
MWHUnknown
0.14%
83
Horizon Space Acquisition Ii Corp. Warrant
Other
-0.05%

#	Company	Ticker	Weight
1	Eaton Corp Plc	ETN	9.340%
2	Ge Vernova, Inc.	GEV	9.210%
3	Quanta	PWR	8.220%
4	Vertiv Co.	VRT	7.520%
5	Broadcom Inc	AVGO	4.410%
6	Cfd Bloom Energy Corp- A	BE	4.370%
7	Nvidia Corp.	NVDA	4.290%
8	Constellation Energy Corporation Com	CEG	3.850%
9	Cameco Corporation Com Npv	CCO:CA	3.680%
10	Advanced Micro Devices Inc	AMD	2.290%
11	Hubbell Inc	HUBB	2.090%
12	Nvent Electric Plc Ordinary Shares	NVT:IE	2.050%
13	Dominion Energy Inc.	D	2.040%
14	Xcel Energy Inc.	XEL	1.960%
15	Vistra Energy Corp.	VST	1.790%
16	Public Service Enterprise Group Incorporated	PEG	1.490%
17	Mastec Inc	MTZ	1.430%
18	Pg&E Corp.	PCG	1.320%
19	Sterling Construction Company Inc	STRL	1.270%
20	Bwx Technologies, Inc.	BWXT	1.250%
21	Generac Holdings, Inc.	GNRC	1.130%
22	Dycom Industries Inc_None_0	DY	0.870%
23	Valmont Industries Inc	VMI	0.840%
24	Nexgen Energy Ltd	NXE:CA	0.800%
25	Argan, Inc.	AGX	0.780%
26	Evergy Inc.	EVRG	0.740%
27	Oklo Inc Class A	OKLO	0.680%
28	Enersys	ENS	0.670%
29	Marvell Technology Group Ltd.	MRVL	0.660%
30	Itron Inc	ITRI	0.650%
31	Uranium Energy Corp	UEC	0.590%
32	Centrus Energy Corp. Class A	LEU	0.580%
33	Atkore International Group Inc	ATKR	0.550%
34	Talen Energy Corp Common Stock USD.001	TLN	0.550%
35	Equinix Inc. Real Estate Investment Trust	EQIX	0.540%
36	Nuscale Power Corp Class A	SMR	0.540%
37	Forgent Power Solutions, Inc. (Class A)	FPS	0.510%
38	Denison Mines Corp	DML:CA	0.490%
39	Fuelcell Energy, Inc. (A)	FCEL	0.490%
40	Yandex Nv Ord Eur.01 Cl A Nasdaq Stock Exchange	YNDX	0.470%
41	Digital Realty Trust Inc.	DLR	0.460%
42	Energy Fuels Inc - Common	UUUU	0.460%
43	Aes Corporation	AES	0.440%
44	Preformed Line Products Co	PLPC	0.420%
45	Astera Labs Inc - Common	ALAB	0.410%
46	Myr Group Inc/de	MYRG	0.400%
47	Arm Holdings Plc Adr	ARM	0.390%
48	X-Energy Inc Class A	XE	0.390%
49	Pinnacle West Capital Corp.	PNW	0.380%
50	American Shipping Company, Asa	AMSC	0.370%
51	WhiteFiber, Inc. Ordinary Shares	WYFI:KY	0.370%
52	Shoals Technologies Group Inc Cl A	SHLS	0.350%
53	Digitalbridge Group Inc.	DBRG	0.340%
54	Lattice Semiconductor Corp.	LSCC	0.340%
55	Gds Holdings Ltd Cl A	GDS:SH	0.330%
56	Cipher Mining Inc	CIFR	0.310%
57	Riot Platforms, Inc.	RIOT	0.310%
58	Cleanspark Inc	CLSK	0.300%
59	Hut 8 Corp Common Shares	HUT	0.300%
60	Marathon Patent Group Inc.	MARA	0.300%
61	Core Scientific Inc	CORZ	0.290%
62	Nano Nuclear Energy Inc Common Stock USD 0.0001	NNE	0.290%
63	IREN Limited Ordinary Shares	IREN:AU	0.290%
64	Eos Energy Enterprises Inc	EOSE	0.280%
65	Ur Energy Inc	URG	0.280%
66	Applied Digital Corp	APLD	0.270%
67	Encore Energy Corp.	ENCUF	0.270%
68	First American Government Obligations Fund	FGXXX	0.270%
69	Fluence Energy Inc	FLNC	0.270%
70	Hive Digital Technologies Ltd	HIVE:CA	0.270%
71	Power Solutions International Inc	PSIX	0.270%
72	Terawulf Inc	WULF	0.270%
73	VNET Group Inc	VNET	0.270%
74	Taos Sch Dist	BTBT	0.270%
75	Net Power Inc	NPWR	0.270%
76	Keel Infrastructure Corp.	KEEL	0.250%
77	Txnm Energy Inc	TXNM	0.250%
78	Rambus Inc	RMBS	0.250%
79	Energy Vault SA	NRGV	0.230%
80	Bitdeer Technologies Group Class A Ordinary Share	BTDR:SI	0.230%
81	Portland General	POR	0.210%
82	Solv Energy Inc. Com Shs Cl A	MWH	0.140%
83	Horizon Space Acquisition Ii Corp. Warrant	-	-0.050%