AIPO holdings — Defiance AI & Power Infrastructure ETF
Defiance AI & Power Infrastructure ETF (AIPO) held 76 positions with net assets of $751M as of May 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 51.5% of the fund, led by PWR, VRT, GEV.
AIPO top holdings
- PWR Quanta Services Inc — 7.91% ($59.4M)
- VRT Vertiv Holdings Co — 7.24% ($54.3M)
- GEV GE Vernova Inc — 7.21% ($54.1M)
- ETN Eaton Corp PLC — 7.10% ($53.3M)
- BE Bloom Energy Corp — 4.75% ($35.7M)
- AVGO Broadcom Inc — 4.12% ($31.0M)
- CCJ Cameco Corp — 3.78% ($28.4M)
- NVDA NVIDIA Corp — 3.58% ($26.9M)
- CEG Constellation Energy Corp — 3.07% ($23.1M)
- AMD Advanced Micro Devices Inc — 2.74% ($20.6M)
- MTZ MasTec Inc — 2.13% ($16.0M)
- STRL Sterling Infrastructure Inc — 2.10% ($15.8M)
- NVT nVent Electric PLC — 1.87% ($14.1M)
- HUBB Hubbell Inc — 1.70% ($12.8M)
- D Dominion Energy Inc — 1.59% ($12.0M)
- VST Vistra Corp — 1.51% ($11.3M)
- XEL Xcel Energy Inc — 1.46% ($11.0M)
- GNRC Generac Holdings Inc — 1.36% ($10.2M)
- BWXT BWX Technologies Inc — 1.27% ($9.52M)
- PEG Public Service Enterprise Grou — 1.15% ($8.66M)
- DY Dycom Industries Inc — 1.12% ($8.40M)
- MRVL Marvell Technology Inc — 1.03% ($7.74M)
- ARM ARM Holdings PLC — 1.02% ($7.66M)
- FCEL FuelCell Energy Inc — 1.00% ($7.50M)
- AGX Argan Inc — 0.98% ($7.34M)
What are AIPO's top 10 holdings?
PWR (7.9%), VRT (7.2%), GEV (7.2%), ETN (7.1%), BE (4.8%), AVGO (4.1%), CCJ (3.8%), NVDA (3.6%), CEG (3.1%), AMD (2.7%).
How many stocks are in AIPO?
Defiance AI & Power Infrastructure ETF reported 76 holdings as of May 31, 2026.