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Defiance AI and Power Infrastructure ETF (AIPO) Holdings List

$28.51 +0.31 (+1.10%)
Closing price 09/18/2026 04:00 PM Eastern
Extended Trading
$28.59 +0.08 (+0.28%)
As of 09/18/2026 07:55 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

What stocks does AIPO hold?

The Defiance AI and Power Infrastructure ETF (AIPO) top stock holdings include GE Vernova, Eaton, and Quanta Services. The top 25 AIPO holdings ordered by weight make up 78.32% of the total fund. AIPO is an equity fund in the strategy category that invests in publicly traded companies and other investments, focused on theme strategies within the Global region. This page includes a complete AIPO stock holdings list ranked by weight, along with a full breakdown of sector, geographic, industry, and currency exposure.

Top 25 AIPO Holdings

RankCompanyCurrent PriceWeightShares Held
1
GE Vernova Inc. stock logo
GEV
GE Vernova
$939.28
+1.6%
9.01%84,449
2
Eaton Corporation, PLC stock logo
ETN
Eaton
$425.04
+3.8%
8.77%195,026
3
Quanta Services, Inc. stock logo
PWR
Quanta Services
$636.20
+3.2%
7.90%112,458
4
Vertiv Holdings Co. stock logo
VRT
Vertiv
$248.81
+3.0%
7.70%252,697
5
NVIDIA Corporation stock logo
NVDA
NVIDIA
$222.27
+1.3%
4.73%182,673
6
Bloom Energy Corporation stock logo
BE
Bloom Energy
$265.77
-5.3%
4.64%173,989
7
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$254.71
-3.1%
4.38%135,543
8
Cameco Corporation stock logo
CCJ
Cameco
$91.81
-1.1%
4.16%364,612
9
Broadcom Inc. stock logo
AVGO
Broadcom
$357.67
+3.0%
3.98%98,381
10
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$559.82
+2.7%
2.30%44,458
11
Dominion Energy Inc. stock logo
D
Dominion Energy
$63.61
-1.1%
2.11%278,751
12
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$72.30
-1.8%
2.05%236,774
13
nVent Electric PLC stock logo
NVT
nVent Electric
$158.11
+4.5%
2.04%118,306
14
Hubbell Inc stock logo
HUBB
Hubbell
$447.24
+0.9%
1.98%37,955
15
Vistra Corp. stock logo
VST
Vistra
$140.75
-2.0%
1.95%119,152
16
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$69.77
-1.7%
1.54%183,856
17
MasTec, Inc. stock logo
MTZ
MasTec
$214.65
+3.3%
1.32%50,056
18
BWX Technologies, Inc. stock logo
BWXT
BWX Technologies
$147.30
+0.6%
1.26%69,150
19
Sterling Infrastructure, Inc. stock logo
STRL
Sterling Infrastructure
$518.68
+2.6%
1.15%22,119
20
Pacific Gas & Electric Co. stock logo
PCG
Pacific Gas & Electric
$13.18
-1.5%
1.14%718,627
21
Generac Holdings Inc. stock logo
GNRC
Generac
$208.18
+0.5%
1.00%48,390
22NexGen Energy Ltd.N/A0.90%743,365
23
Valmont Industries, Inc. stock logo
VMI
Valmont Industries
$476.55
+0.9%
0.85%15,803
24
Evergy Inc. stock logo
EVRG
Evergy
$79.75
-1.3%
0.77%83,279
25
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$244.25
+1.4%
0.69%29,353

AIPO Geographic Exposure

AIPO's largest geographic exposure is United States at 81.2%, followed by Ireland at 11.2%.

  • United States
    81.2%
  • Ireland
    11.2%
  • Canada
    6.2%
  • Cayman Islands
    0.6%
  • Netherlands
    0.5%

AIPO Currency Exposure

AIPO's largest currency exposure is USD at 70.8%, followed by CAD at 4.6%.

  • USD
    70.8%
  • CAD
    4.6%

AIPO Sector Exposure

AIPO's largest sector exposure is Industrials at 54.5%, followed by Utilities at 16.0%.

  • Industrials
    54.5%
  • Utilities
    16.0%
  • Technology
    15.8%
  • Materials
    5.2%
  • Energy
    3.0%
  • Financials
    1.0%
  • Real Estate
    1.0%
  • Consumer Discretionary
    0.8%
  • Communications
    0.7%

AIPO Industry Exposure

AIPO's largest industry exposure is Electrical Equipment at 42.2%, followed by Semiconductors & Semiconductor Equipment at 12.6%.

  • Electrical Equipment
    42.2%
  • Semiconductors & Semiconductor Equipment
    12.6%
  • Construction & Engineering
    12.3%
  • Utilities
    10.7%
  • Metals & Mining
    5.2%
  • Electric Utilities
    4.7%
  • Software
    2.6%
  • Oil, Gas & Consumable Fuels
    2.0%
  • Real Estate Management & Development
    1.0%
  • Renewable Energy
    1.0%
  • Other
    3.6%

AIPO Sub-Industry Exposure

AIPO's largest sub-industry exposure is Electrical Components & Equipment at 25.8%, followed by Heavy Electrical Equipment at 16.5%.

  • Electrical Components & Equipment
    25.8%
  • Heavy Electrical Equipment
    16.5%
  • Semiconductors
    12.6%
  • Construction & Engineering
    12.3%
  • Electric Utilities
    9.5%
  • Precious Metals & Minerals
    5.2%
  • Multi-Utilities
    3.5%
  • Application Software
    3.0%
  • Independent Power Producers & Energy Traders
    3.0%
  • Coal & Consumable Fuels
    2.0%
  • Other
    4.8%

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MarketBeat tracks Defiance AI and Power Infrastructure ETF holdings and portfolio composition, last updated on 9/7/2026.
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