---
ticker: "AIPO"
name: "Defiance AI & Power Infrastructure ETF"
url: "https://etf.net/etf/AIPO"
grade: "C"
score: 51
graded_at: "2026-10-12"
category: "AI Data Infrastructure"
category_rank: "5 of 14"
methodology: "https://etf.net/methodology"
---

# AIPO: Defiance AI & Power Infrastructure ETF

Grade **C**, Score 51 of 100. Rank 5 of 14 in AI Data Infrastructure.

Graded Oct 12, 2026.

## Grade pillars

| Pillar | Score | Category rank |
| --- | --- | --- |
| Cost | 31 | 10 of 14 |
| Mission | 48 | 2 of 4 |
| Risk | 45 | 6 of 9 |
| Tradability | 91 | 1 of 14 |
| Holdings | 47 | 6 of 10 |
| Durability | 77 | 3 of 14 |

## Top holdings

The fund holds 89 positions. These are the largest 30, by weight.

| # | Ticker | Name | Weight |
| --- | --- | --- | --- |
| 1 | PWR | Quanta Services Inc | 9.11% |
| 2 | GEV | GE Vernova Inc | 8.62% |
| 3 | ETN | Eaton Corp PLC | 8.45% |
| 4 | VRT | Vertiv Holdings Co | 6.37% |
| 5 | BE | Bloom Energy Corp | 5.09% |
| 6 | GOOGL | Alphabet Inc | 4.39% |
| 7 | NVDA | NVIDIA Corp | 4.16% |
| 8 | AVGO | Broadcom Inc | 4.00% |
| 9 | CEG | Constellation Energy Corp | 3.53% |
| 10 | CCJ | Cameco Corp | 3.37% |
| 11 | AMD | Advanced Micro Devices Inc | 2.72% |
| 12 | NVT | nVent Electric PLC | 2.07% |
| 13 | HUBB | Hubbell Inc | 1.97% |
| 14 | VST | Vistra Corp | 1.85% |
| 15 | D | Dominion Energy Inc | 1.60% |
| 16 | XEL | Xcel Energy Inc | 1.57% |
| 17 | GNRC | Generac Holdings Inc | 1.25% |
| 18 | STRL | Sterling Infrastructure Inc | 1.21% |
| 19 | PEG | Public Service Enterprise Group Inc | 1.16% |
| 20 | BWXT | BWX Technologies Inc | 1.10% |
| 21 | MTZ | MasTec Inc | 1.07% |
| 22 | PCG | PG&E Corp | 0.92% |
| 23 | FPS | Forgent Power Solutions Inc | 0.90% |
| 24 | MRVL | Marvell Technology Inc | 0.89% |
| 25 | VMI | Valmont Industries Inc | 0.75% |
| 26 | ENS | EnerSys | 0.71% |
| 27 | NXGPF | NexGen Energy Ltd | 0.67% |
| 28 | EVRG | Evergy Inc | 0.61% |
| 29 | OKLO | Oklo Inc | 0.57% |
| 30 | DY | Dycom Industries Inc | 0.55% |

Source: etf.net, https://etf.net/etf/AIPO. Please cite the page URL.