AIPO ETF

$28.63

AUM$894M

TER0.69%

Holdings83

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AIPO ETF

$28.63

Defiance AI & Power Infrastructure ETF

AUM$894M

TER0.69%

Holdings83

See how much of AIPO you already own

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

AIPO holds 57.2% of its assets in its 10 largest positions as of Sep 1, 2026. AIPO is Defiance AI & Power Infrastructure ETF.

Showing the top 10 of 83 holdings · as of Sep 1, 2026

Top 10 weight

57.17%

AIPO top 10 holdings, by weight
#	Ticker	Name	Weight	Cumulative	Shares	Mkt value	Sector	Industry
1	ETN	Eaton Corp PlcIndustrials · Electrical Equipment	9.06%	9.1%	203,347	$81.72M	Industrials	Electrical Equipment
2	GEV	Ge Vernova, Inc.Industrials · Machinery	8.77%	17.8%	88,053	$79.12M	Industrials	Machinery
Sector and industry · Pro
3	PWR	Quanta Services Inc	7.89%	25.7%	117,228	$71.17M
4	VRT	Vertiv Holdings Co	7.55%	33.3%	263,456	$68.16M
5	NVDA	Nvidia Corp	4.66%	37.9%	190,464	$42.05M
6	CEG	Constellation Energy Corp	4.30%	42.2%	141,320	$38.83M
7	AVGO	Broadcom Inc	4.21%	46.4%	102,568	$37.99M
8	CCJ	Cameco Corporation Com Npv	4.16%	50.6%	380,194	$37.55M
9	—	Cfd Bloom Energy Corp- A	4.15%	54.7%	181,409	$37.42M
10	AMD	Advanced Micro Devices Inc	2.42%	57.2%	46,313	$21.80M
More holdings · Pro

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Themes in the top 10

Energy TransitionHydrogen EconomyClimate SolutionsEnergy SecurityInfrastructureClean Energy5G InfrastructureTelecom InfrastructureCloud ComputingNetworking InfrastructureData & AnalyticsArtificial IntelligenceSemiconductorsInternet & DigitalDigital Advertising

AIPO ETF Top Holdings

AIPO holdings top 10 positions. The top 10 holdings account for 57.2% of the fund, led by Eaton Corp Plc at 9.1%, Ge Vernova, Inc. at 8.8%, Quanta Services Inc at 7.9%.

AIPO portfolio concentration is relatively high, with the top 10 representing 57.2% of total assets. The largest sector exposure is Industrials at 51.8%.

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

#	Ticker	Name	Industry	Weight
1	ETN	Eaton Corp Plc	Industrials	9.06%
2	GEV	Ge Vernova, Inc.	Industrials	8.77%
3	PWR	Quanta Services Inc	Industrials	7.89%
4	VRT	Vertiv Holdings Co	Industrials	7.55%
5	NVDA	Nvidia Corp	Information Technology	4.66%
6	CEG	Constellation Energy Corporation Com	Utilities	4.30%
7	AVGO	Broadcom Inc	Information Technology	4.21%
8	CCO:CA	Cameco Corporation Com Npv	Materials	4.16%
9	BE	Cfd Bloom Energy Corp- A	Industrials	4.15%
10	AMD	Advanced Micro Devices Inc	Information Technology	2.42%

AIPO ETF

AIPO ETF Top Holdings

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Holdings Distribution