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    D

    Defiance AI & Power Infrastructure ETF (AIPO) Holdings

    Sector Equity • Technology

    $22.48
    +0.85 (+3.93%)

    Market Cap: $917.50M

    Last updated: Nov 06, 2026 at 4:41 PM ET

    AIPO holds 83 stocks. The largest holding is GE Vernova LLC at 8.69%; the top 10 make up 56.49% of the fund in GNG's holdings data, updated Oct 31, 2026.

    AIPO Top 10 Holdings

    RankNameWeightCumulative share
    1GE Vernova LLC8.69%8.69%
    2Eaton Corporation PLC8.55%17.24%
    3Quanta Services Inc8.53%25.77%
    4Vertiv Holdings Co6.24%32.01%
    5Bloom Energy Corp4.77%36.78%
    6NVIDIA Corporation4.51%41.29%
    7Alphabet Inc Class A4.48%45.77%
    8Broadcom Inc4.34%50.11%
    9Constellation Energy Corp3.49%53.60%
    10Advanced Micro Devices Inc2.89%56.49%

    AIPO Sector Breakdown

    Industrials50.8%
    Information Technology18.6%
    Utilities14.5%
    Communication Services4.5%
    Energy1.0%
    Real Estate1.0%

    Note: Total allocation shown is 90.4%. Some sectors may not be classified.

    All 83 AIPO Holdings

    Holdings updated Oct 31, 2026
    1GEVGE Vernova LLC8.69%
    2ETNEaton Corporation PLC8.55%
    3PWRQuanta Services Inc8.53%
    4VRTVertiv Holdings Co6.24%
    5BEBloom Energy Corp4.77%
    6NVDANVIDIA Corporation4.51%
    7GOOGLAlphabet Inc Class A4.48%
    8AVGOBroadcom Inc4.34%
    9CEGConstellation Energy Corp3.49%
    10AMDAdvanced Micro Devices Inc2.89%
    11HUBBHubbell Inc2.01%
    12VSTVistra Corp.1.93%
    13NVTnVent Electric PLC1.92%
    14DDominion Energy Inc1.89%
    15XELXcel Energy Inc1.87%
    16PEGPublic Service Enterprise Group Inc1.35%
    17GNRCGenerac Holdings Inc1.23%
    18BWXTBWX Technologies Inc1.18%
    19MTZMasTec Inc1.02%
    20PCGPG&E Corp1.02%
    21STRLSterling Infrastructure, Inc.1.01%
    22MRVLMarvell Technology Group Ltd0.91%
    23VMIValmont Industries Inc0.79%
    24ENSEnersys0.77%
    25NXENexGen Energy Ltd.0.77%
    26FPSForgent Power Solutions, Inc.0.73%
    27EVRGEvergy, Inc.0.71%
    28ITRIItron Inc0.63%
    29EQIXEquinix Inc0.57%
    30TLNTalen Energy Corporation0.55%
    31OKLOOklo Inc.0.54%
    32DYDycom Industries Inc0.53%
    33ALABAstera Labs, Inc.0.46%
    34DLRDigital Realty Trust Inc0.46%
    35PSIXPOWER SOLUTIONS INTERNATIONAL INC0.45%
    36SHLSShoals Technologies Group Inc0.45%
    37UECUranium Energy Corp0.45%
    38AMSCAMERICAN SUPERCONDUCTOR CORP0.44%
    39XEX-Energy, Inc. Class A Common Stock0.44%
    40INIOINNIO NV0.43%
    41ARMArm Holdings plc American Depositary Shares0.42%
    42AESThe AES Corporation0.39%
    43NBISNebius Group N.V.0.39%
    44SMRNuscale Power Corp0.39%
    45MYRGMYR Group Inc0.38%
    46PNWPinnacle West Capital Corp0.36%
    47FCELFuelCell Energy Inc0.35%
    48LSCCLattice Semiconductor Corporation0.35%
    49PLPCPreformed Line Products Company0.35%
    50LEUCentrus Energy Corp.0.34%
    51UUUUEnergy Fuels Inc0.34%
    52CSQRCSQUARE INC0.31%
    53AGXArgan Inc0.29%
    54CORZCore Scientific, Inc. Common Stock0.29%
    55NNENano Nuclear Energy Inc. Common Stock0.29%
    56NRGVEnergy Vault Holdings Inc0.29%
    57CRWVCoreWeave, Inc. Class A Common Stock0.28%
    58WULFTerawulf Inc0.28%
    59APLDApplied Digital Corporation0.27%
    60FGXXXFIRST AMERICAN GOVERNMENT OBLIGS X0.27%
    61GDSGDS Holdings Ltd0.27%
    62HUTHut 8 Corp. Common Stock0.27%
    63URGUr Energy Inc0.26%
    64CBRSCerebras Systems Inc. Class A Common Stock0.25%
    65FLNCFluence Energy Inc0.25%
    66IRENIREN Ltd0.25%
    67EUenCore Energy Corp. Common Shares0.24%
    68HIVEHIVE Digital Technologies Ltd0.24%
    69BTDRBITDEER TECHNOLOGIES GROUP ORDINARY SHARES CLASS A0.23%
    70CLSKCleanSpark Inc0.23%
    71RIOTRiot Platforms, Inc.0.23%
    72KEELKEEL INFRASTRUCTURE CORP0.22%
    73MARAMARA Holdings, Inc.0.22%
    74TXNMTXNM Energy, Inc.0.22%
    75BTBTBIT DIGITAL INC ORDINARY SHARES0.21%
    76EOSEEos Energy Enterprises Inc0.21%
    77VNETVNET Group Inc DRC0.21%
    78WYFIWhiteFiber, Inc. Ordinary Shares0.21%
    79NPWRNET Power Inc.0.20%
    80CIFRCipher Mining Inc0.19%
    81PORPortland General Electric Co0.19%
    82BRUNBOOST RUN INC CLASS A0.17%
    83MWHSOLV ENERGY INC0.14%
    Showing 1-83 of 83
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    Holdings questions

    What stocks are in AIPO?

    AIPO holds 83 stocks. The largest holdings are GE Vernova LLC (8.69%), Eaton Corporation PLC (8.55%) and Quanta Services Inc (8.53%).

    What are AIPO's top 10 holdings?

    GE Vernova LLC (8.69%), Eaton Corporation PLC (8.55%), Quanta Services Inc (8.53%), Vertiv Holdings Co (6.24%), Bloom Energy Corp (4.77%), NVIDIA Corporation (4.51%), Alphabet Inc Class A (4.48%), Broadcom Inc (4.34%), Constellation Energy Corp (3.49%), Advanced Micro Devices Inc (2.89%). Together they make up 56.49% of the fund.

    How many holdings does AIPO have?

    AIPO has 83 holdings in GNG's holdings data.

    Which sector does AIPO invest in most?

    Industrials is the largest listed sector at 50.8%.

    When did GNG last update AIPO's holdings?

    GNG last updated AIPO's holdings on Oct 31, 2026.