AIPO ETF
Defiance AI & Power Infrastructure ETF
PWR is AIPO's largest holding at 8.64% of the fund as of Oct 1, 2026. AIPO is Defiance AI & Power Infrastructure ETF.
| # | Ticker | Name | Weight | Cumulative | Shares | Mkt value | Sector | Industry |
|---|---|---|---|---|---|---|---|---|
| 1 | P | Quanta Services IncIndustrials · Construction | 8.64% | 8.6% | 8,834 | $5.85M | Industrials | Construction |
| 2 | E | Eaton Corp PlcIndustrials · Electrical Equipment | 8.61% | 17.3% | 13,339 | $5.83M | Industrials | Electrical Equipment |
| Sector and industry · Pro | ||||||||
| 3 | G | Ge Vernova, Inc. | 8.50% | 25.8% | 5,830 | $5.76M | ||
| 4 | V | Vertiv Holdings Co | 6.52% | 32.3% | 17,933 | $4.41M | ||
| 5 | — | Cfd Bloom Energy Corp- A | 5.37% | 37.6% | 13,107 | $3.64M | ||
| 6 | N | Nvidia Corp | 4.22% | 41.9% | 12,381 | $2.86M | ||
| 7 | G | Alphabet Inc | 4.18% | 46.0% | 8,375 | $2.83M | ||
| 8 | A | Broadcom Inc | 3.86% | 49.9% | 7,616 | $2.62M | ||
| 9 | C | Cameco Corporation Com Npv | 3.33% | 53.2% | 26,355 | $2.26M | ||
| 10 | C | Constellation Energy Corp | 3.10% | 56.3% | 8,102 | $2.10M | ||
| 11 | A | Advanced Micro Devices Inc | 2.82% | 59.1% | 3,099 | $1.91M | ||
| 12 | — | Nvent Electric Plc Ordinary Shares | 2.10% | 61.2% | 8,563 | $1.42M | ||
| 13 | H | Hubbell Inc | 1.94% | 63.2% | 2,810 | $1.31M | ||
| 14 | — | Vistra Energy Corp. | 1.62% | 64.8% | 7,872 | $1.10M | ||
| 15 | D | Dominion Energy Inc. | 1.55% | 66.4% | 17,283 | $1.05M | ||
| 16 | X | Xcel Energy Inc. | 1.48% | 67.8% | 14,254 | $1.01M | ||
| 17 | — | Sterling Construction Company Inc | 1.23% | 69.1% | 1,643 | $829.9K | ||
| 18 | — | Generac Holdings, Inc. | 1.18% | 70.3% | 3,838 | $798.0K | ||
| 19 | M | Mastec Inc | 1.10% | 71.3% | 3,482 | $744.0K | ||
| 20 | — | Pub Serv Enterp | 1.10% | 72.4% | 11,012 | $747.6K | ||
| 21 | B | Bwx Technologies, Inc. | 1.06% | 73.5% | 5,233 | $715.8K | ||
| 22 | F | Forgent Power Solutions, Inc. (Class A) | 0.90% | 74.4% | 16,403 | $612.3K | ||
| 23 | M | Marvell Technology Inc | 0.88% | 75.3% | 2,232 | $598.4K | ||
| 24 | — | Pg&E Corp. | 0.85% | 76.1% | 47,465 | $577.6K | ||
| 25 | E | Enersys | 0.75% | 76.9% | 2,682 | $508.5K | ||
| 26 | V | Valmont Industries Inc | 0.74% | 77.6% | 1,077 | $504.3K | ||
| 27 | — | Nexgen Energy Ltd | 0.70% | 78.3% | 53,150 | $471.4K | ||
| 28 | O | Oklo Inc Class A | 0.64% | 79.0% | 11,981 | $433.0K | ||
| 29 | E | Evergy Inc. | 0.58% | 79.5% | 5,004 | $394.3K | ||
| 30 | D | Dycom Industries Inc_None_0 | 0.55% | 80.1% | 1,387 | $374.4K | ||
| 31 | — | Equinix Inc. Real Estate Investment Trust | 0.52% | 80.6% | 346 | $350.3K | ||
| 32 | A | Astera Labs Inc - | 0.51% | 81.1% | 970 | $345.7K | ||
| 33 | — | Atkore International Group Inc | 0.51% | 81.6% | 3,662 | $347.0K | ||
| 34 | I | Itron Inc | 0.51% | 82.1% | 4,008 | $345.6K | ||
| 35 | A | Arm Holdings Plc Adr | 0.49% | 82.6% | 1,127 | $329.5K | ||
| 36 | S | Nuscale Power Corp Class A | 0.48% | 83.1% | 41,369 | $322.3K | ||
| 37 | X | X-Energy Inc Class A | 0.48% | 83.6% | 23,141 | $322.8K | ||
| 38 | Y | Yandex Nv Ord Eur.01 Cl A Nasdaq Stock Exchange | 0.48% | 84.1% | 1,388 | $322.4K | ||
| 39 | U | Uranium Energy Corp | 0.47% | 84.5% | 33,864 | $317.0K | ||
| 40 | T | Talen Energy Corp | 0.46% | 85.0% | 968 | $312.8K | ||
| 41 | S | Shoals Technologies Group Inc Cl A | 0.44% | 85.4% | 36,261 | $294.8K | ||
| 42 | — | American Shipping Company, Asa | 0.42% | 85.9% | 9,693 | $285.9K | ||
| 43 | F | Fuelcell Energy Inc | 0.42% | 86.3% | 17,226 | $285.4K | ||
| 44 | — | Innio Nv | 0.42% | 86.7% | 15,400 | $281.5K | ||
| 45 | D | Digital Realty Trust Inc. | 0.40% | 87.1% | 1,549 | $273.4K | ||
| 46 | E | Energy Fuels Inc | 0.40% | 87.5% | 25,387 | $271.9K | ||
| 47 | L | Centrus Energy Corp. Class A | 0.39% | 87.9% | 1,885 | $262.2K | ||
| 48 | D | Denison Mines Corp | 0.39% | 88.3% | 104,705 | $266.0K | ||
| 49 | L | Lattice Semiconductor Corp. | 0.39% | 88.7% | 2,071 | $266.9K | ||
| 50 | M | Myrgroupinc. | 0.38% | 89.1% | 869 | $258.9K | ||
| More holdings · Pro | ||||||||
AIPO ETF All Holdings
AIPO holdings total 83 positions. The top 10 holdings account for 56.3% of the fund, led by Quanta Services Inc at 8.6%, Eaton Corp Plc at 8.6%, Ge Vernova, Inc. at 8.5%.
AIPO portfolio concentration is relatively high, with the top 10 representing 56.3% of total assets. The largest sector exposure is Industrials at 51.7%.
AIPO sectors provide a detailed breakdown. AIPO overlap shows how holdings compare to other funds in your portfolio.
AIPO ETF Holdings
88 of 83 holdings
- 1
Quanta Services Inc
PWRIndustrials8.64% - 2
Eaton Corp Plc
ETNIndustrials8.61% - 3
Ge Vernova, Inc.
GEVIndustrials8.50% - 4
Vertiv Holdings Co
VRTIndustrials6.52% - 5
Cfd Bloom Energy Corp- A
BEIndustrials5.37% - 6
Nvidia Corp
NVDAInformation Technology4.22% - 7
Alphabet Inc
GOOGLCommunication Services4.18% - 8
Broadcom Inc
AVGOInformation Technology3.86% - 9
Cameco Corporation Com Npv
CCO:CAMaterials3.33% - 10
Constellation Energy Corporation Com
CEGUtilities3.10% - 11
Advanced Micro Devices Inc
AMDInformation Technology2.82% - 12
Nvent Electric Plc Ordinary Shares
NVT:IEIndustrials2.10% - 13
Hubbell Inc
HUBBIndustrials1.94% - 14
Vistra Energy Corp.
VSTUtilities1.62% - 15
Dominion Energy Inc.
DUtilities1.55% - 16
Xcel Energy Inc.
XELUtilities1.48% - 17
Sterling Construction Company Inc
STRLIndustrials1.23% - 18
Generac Holdings, Inc.
GNRCIndustrials1.18% - 19
Mastec Inc
MTZIndustrials1.10% - 20
Pub Serv Enterp
PEGUtilities1.10% - 21
Bwx Technologies, Inc.
BWXTIndustrials1.06% - 22
Forgent Power Solutions, Inc. (Class A)
FPSUnknown0.90% - 23
Marvell Technology Inc
MRVLInformation Technology0.88% - 24
Pg&E Corp.
PCGUtilities0.85% - 25
Enersys
ENSIndustrials0.75% - 26
Valmont Industries Inc
VMIIndustrials0.74% - 27
Nexgen Energy Ltd
NXE:CAMaterials0.70% - 28
Oklo Inc Class A
OKLOEnergy0.64% - 29
Evergy Inc.
EVRGUtilities0.58% - 30
Dycom Industries Inc_None_0
DYIndustrials0.55% - 31
Equinix Inc. Real Estate Investment Trust
EQIXReal Estate0.52% - 32
Astera Labs Inc - Common
ALABInformation Technology0.51% - 33
Atkore International Group Inc
ATKRIndustrials0.51% - 34
Itron Inc
ITRIInformation Technology0.51% - 35
Arm Holdings Plc Adr
ARMInformation Technology0.49% - 36
Nuscale Power Corp Class A
SMRUtilities0.48% - 37
X-Energy Inc Class A
XEUnknown0.48% - 38
Yandex Nv Ord Eur.01 Cl A Nasdaq Stock Exchange
YNDXInformation Technology0.48% - 39
Uranium Energy Corp
UECMaterials0.47% - 40
Talen Energy Corp Common Stock USD.001
TLNUtilities0.46% - 41
Shoals Technologies Group Inc Cl A
SHLSUtilities0.44% - 42
American Shipping Company, Asa
AMSCIndustrials0.42% - 43
Fuelcell Energy Inc
FCELIndustrials0.42% - 44
Innio Nv
INIO:ASUnknown0.42% - 45
Digital Realty Trust Inc.
DLRReal Estate0.40% - 46
Energy Fuels Inc
EFR:CAMaterials0.40% - 47
Centrus Energy Corp. Class A
LEUEnergy0.39% - 48
Denison Mines Corp
DML:CAMaterials0.39% - 49
Lattice Semiconductor Corp.
LSCCInformation Technology0.39% - 50
Myrgroupinc.
MYRGIndustrials0.38% - 51
Coreweave, Inc.
CRWVInformation Technology0.37% - 52
Power Solutions International Inc
PSIXIndustrials0.37% - 53
Preformed Line Products Co
PLPCIndustrials0.36% - 54
A E S Corporation, The
AESUtilities0.34% - 55
Digi Power X Inc
DGXX:CAUnknown0.34% - 56
Energy Vault Holdings, Inc.
NRGVIndustrials0.34% - 57
Nano Nuclear Energy Inc Common Stock USD 0.0001
NNEUtilities0.33% - 58
IREN Limited Ordinary Shares
IREN:AUConsumer Discretionary0.33% - 59
Cerebras Systems Inc.
CBRSUnknown0.32% - 60
Eos Energy Enterprises Inc
EOSEIndustrials0.32% - 61
Marathon Patent Group Inc.
MARAFinancials0.32% - 62
Taos Sch Dist
BTBTInformation Technology0.32% - 63
Cipher Mining Inc
CIFRInformation Technology0.31% - 64
Cleanspark Inc
CLSKInformation Technology0.31% - 65
Gds Holdings Limited American Depositary Shares, Each Representing Eight Class A Ordinary Shares
GDS:SHReal Estate0.31% - 66
Hive Digital Tec
HIVE:CAInformation Technology0.31% - 67
Hut 8 Corp Common Shares
HUTInformation Technology0.31% - 68
Applied Digital Corp
APLDInformation Technology0.30% - 69
Boost Run Inc
BRUNUnknown0.30% - 70
Core Scientific Inc Common Stock
CORZInformation Technology0.30% - 71
Csquare, Inc.
CSQRUnknown0.30% - 72
Keel Infrastructure Corp.
KEELUnknown0.30% - 73
Riot Platforms, Inc.
RIOTInformation Technology0.30% - 74
Argan, Inc.
AGXInformation Technology0.29% - 75
Encore Energy Corp.
ENCUFEnergy0.29% - 76
Fluence Energy Inc
FLNCIndustrials0.29% - 77
Terawulf Inc
WULFInformation Technology0.29% - 78
WhiteFiber, Inc. Ordinary Shares
WYFI:KYUnknown0.29% - 79
Pinnacle West Corp
PNWUtilities0.28% - 80
21Vianet Group, Inc.
VNETInformation Technology0.28% - 81
Bitdeer Technologies Group Class A Ordinary Share
BTDR:SIInformation Technology0.28% - 82
Ur Energy Inc
URGEnergy0.27% - 83
Net Power Inc
NPWRUtilities0.25% - 84
Cash & Other
Other0.22% - 85
Txnm Energy Inc
TXNMEnergy0.19% - 86
Portland General
PORUtilities0.17% - 87
Solv Energy Inc. Com Shs Cl A
MWHUnknown0.13% - 88
VERDERA ENERGY CORP
VUnknown0.01%
| # | Company | Ticker | Sector | Industry | Weight |
|---|---|---|---|---|---|
| 1 | Quanta Services Inc | PWR | 8.640% | ||
| 2 | Eaton Corp Plc | ETN | 8.610% | ||
| 3 | Ge Vernova, Inc. | GEV | 8.500% | ||
| 4 | Vertiv Holdings Co | VRT | 6.520% | ||
| 5 | Cfd Bloom Energy Corp- A | BE | 5.370% | ||
| 6 | Nvidia Corp | NVDA | 4.220% | ||
| 7 | Alphabet Inc | GOOGL | 4.180% | ||
| 8 | Broadcom Inc | AVGO | 3.860% | ||
| 9 | Cameco Corporation Com Npv | CCO:CA | 3.330% | ||
| 10 | Constellation Energy Corporation Com | CEG | 3.100% | ||
| 11 | Advanced Micro Devices Inc | AMD | 2.820% | ||
| 12 | Nvent Electric Plc Ordinary Shares | NVT:IE | 2.100% | ||
| 13 | Hubbell Inc | HUBB | 1.940% | ||
| 14 | Vistra Energy Corp. | VST | 1.620% | ||
| 15 | Dominion Energy Inc. | D | 1.550% | ||
| 16 | Xcel Energy Inc. | XEL | 1.480% | ||
| 17 | Sterling Construction Company Inc | STRL | 1.230% | ||
| 18 | Generac Holdings, Inc. | GNRC | 1.180% | ||
| 19 | Mastec Inc | MTZ | 1.100% | ||
| 20 | Pub Serv Enterp | PEG | 1.100% | ||
| 21 | Bwx Technologies, Inc. | BWXT | 1.060% | ||
| 22 | Forgent Power Solutions, Inc. (Class A) | FPS | 0.900% | ||
| 23 | Marvell Technology Inc | MRVL | 0.880% | ||
| 24 | Pg&E Corp. | PCG | 0.850% | ||
| 25 | Enersys | ENS | 0.750% | ||
| 26 | Valmont Industries Inc | VMI | 0.740% | ||
| 27 | Nexgen Energy Ltd | NXE:CA | 0.700% | ||
| 28 | Oklo Inc Class A | OKLO | 0.640% | ||
| 29 | Evergy Inc. | EVRG | 0.580% | ||
| 30 | Dycom Industries Inc_None_0 | DY | 0.550% | ||
| 31 | Equinix Inc. Real Estate Investment Trust | EQIX | 0.520% | ||
| 32 | Astera Labs Inc - Common | ALAB | 0.510% | ||
| 33 | Atkore International Group Inc | ATKR | 0.510% | ||
| 34 | Itron Inc | ITRI | 0.510% | ||
| 35 | Arm Holdings Plc Adr | ARM | 0.490% | ||
| 36 | Nuscale Power Corp Class A | SMR | 0.480% | ||
| 37 | X-Energy Inc Class A | XE | 0.480% | ||
| 38 | Yandex Nv Ord Eur.01 Cl A Nasdaq Stock Exchange | YNDX | 0.480% | ||
| 39 | Uranium Energy Corp | UEC | 0.470% | ||
| 40 | Talen Energy Corp Common Stock USD.001 | TLN | 0.460% | ||
| 41 | Shoals Technologies Group Inc Cl A | SHLS | 0.440% | ||
| 42 | American Shipping Company, Asa | AMSC | 0.420% | ||
| 43 | Fuelcell Energy Inc | FCEL | 0.420% | ||
| 44 | Innio Nv | INIO:AS | 0.420% | ||
| 45 | Digital Realty Trust Inc. | DLR | 0.400% | ||
| 46 | Energy Fuels Inc | EFR:CA | 0.400% | ||
| 47 | Centrus Energy Corp. Class A | LEU | 0.390% | ||
| 48 | Denison Mines Corp | DML:CA | 0.390% | ||
| 49 | Lattice Semiconductor Corp. | LSCC | 0.390% | ||
| 50 | Myrgroupinc. | MYRG | 0.380% | ||
| 51 | Coreweave, Inc. | CRWV | 0.370% | ||
| 52 | Power Solutions International Inc | PSIX | 0.370% | ||
| 53 | Preformed Line Products Co | PLPC | 0.360% | ||
| 54 | A E S Corporation, The | AES | 0.340% | ||
| 55 | Digi Power X Inc | DGXX:CA | 0.340% | ||
| 56 | Energy Vault Holdings, Inc. | NRGV | 0.340% | ||
| 57 | Nano Nuclear Energy Inc Common Stock USD 0.0001 | NNE | 0.330% | ||
| 58 | IREN Limited Ordinary Shares | IREN:AU | 0.330% | ||
| 59 | Cerebras Systems Inc. | CBRS | 0.320% | ||
| 60 | Eos Energy Enterprises Inc | EOSE | 0.320% | ||
| 61 | Marathon Patent Group Inc. | MARA | 0.320% | ||
| 62 | Taos Sch Dist | BTBT | 0.320% | ||
| 63 | Cipher Mining Inc | CIFR | 0.310% | ||
| 64 | Cleanspark Inc | CLSK | 0.310% | ||
| 65 | Gds Holdings Limited American Depositary Shares, Each Representing Eight Class A Ordinary Shares | GDS:SH | 0.310% | ||
| 66 | Hive Digital Tec | HIVE:CA | 0.310% | ||
| 67 | Hut 8 Corp Common Shares | HUT | 0.310% | ||
| 68 | Applied Digital Corp | APLD | 0.300% | ||
| 69 | Boost Run Inc | BRUN | 0.300% | ||
| 70 | Core Scientific Inc Common Stock | CORZ | 0.300% | ||
| 71 | Csquare, Inc. | CSQR | 0.300% | ||
| 72 | Keel Infrastructure Corp. | KEEL | 0.300% | ||
| 73 | Riot Platforms, Inc. | RIOT | 0.300% | ||
| 74 | Argan, Inc. | AGX | 0.290% | ||
| 75 | Encore Energy Corp. | ENCUF | 0.290% | ||
| 76 | Fluence Energy Inc | FLNC | 0.290% | ||
| 77 | Terawulf Inc | WULF | 0.290% | ||
| 78 | WhiteFiber, Inc. Ordinary Shares | WYFI:KY | 0.290% | ||
| 79 | Pinnacle West Corp | PNW | 0.280% | ||
| 80 | 21Vianet Group, Inc. | VNET | 0.280% | ||
| 81 | Bitdeer Technologies Group Class A Ordinary Share | BTDR:SI | 0.280% | ||
| 82 | Ur Energy Inc | URG | 0.270% | ||
| 83 | Net Power Inc | NPWR | 0.250% | ||
| 84 | Cash & Other | - | 0.220% | ||
| 85 | Txnm Energy Inc | TXNM | 0.190% | ||
| 86 | Portland General | POR | 0.170% | ||
| 87 | Solv Energy Inc. Com Shs Cl A | MWH | 0.130% | ||
| 88 | VERDERA ENERGY CORP | V | 0.010% |





































