Defiance AI & Power Infrastructure ETF (AIPO)
AIPO: All Around Power Exposure To The AI Revolution
The Defiance AI & Power Infrastructure ETF offers targeted exposure to the accelerating AI-driven infrastructure buildout, focusing on power, grid, and data center assets. AIPO is rated a BUY, supported by robust hyperscaler CapEx, nuclear deal momentum, and potential Fed policy shifts, despite elevated valuation multiples. Top holdings like GE Vernova, Eaton, Vertiv, and Quanta Services are positioned to benefit from multi-year order backlogs and secular electricity demand growth.
AIPO: Industrial AI And Power Stocks Struggle Amid Jumpy Treasury Rates
The Defiance AI & Power Infrastructure ETF is rated hold, reflecting fair valuation and heightened volatility amid macro headwinds. AIPO's 31x P/E and 18.7% long-term EPS growth yield a reasonable PEG of 1.66x, but technicals signal caution after breaking key support levels. The fund's concentration in Industrials, Utilities, and Energy exposes it to both AI-driven growth and sector-specific risks.
Mag-7 Suffers Biggest Rout Since April 2025: ETFs to Buy
The Mag-7 erased nearly $800 billion in value as AI spending worries resurfaced. Here are the ETF themes that could benefit from the shift.
The AI Trade Is Getting Harder to Pick, But These 3 ETFs Take a Different Route
Following a 7% pullback earlier in June, the tech-heavy Nasdaq-100 has bounced back more than 5% as bullish investors demonstrate that they believe the artificial intelligence (AI) trade still has plenty of room to run. But with volatility remaining elevated, investors are finding it increasingly difficult to identify potential individual winners.
AI Needs Power. This Soaring ETF Has the Right Stuff.
The Defiance AI and Power Infrastructure ETF puts investors front and center with the AI hardware and power booms.
AIPO - Defiance AI Power Infrastructure ETF, The First ETF Focused on AI Power Infrastructure, Surpasses $500 Million in AUM
MIAMI, May 04, 2026 (GLOBE NEWSWIRE) -- Defiance ETFs today announced that the Defiance AI & Power Infrastructure ETF (Nasdaq: AIPO) — named Best New Thematic ETF at the 2026 ETF.com Awards* has surpassed $500 million in assets under management, reaching the milestone in less than ten months since the fund's July 24, 2025 launch. The award, announced at FutureProof Citywide in Miami on March 9, 2026, recognized AIPO from a field of approximately 750 new ETFs launched in 2025 through a rigorous process including quantitative screening, qualitative analysis, editorial review, and community vote.
AIPO - Defiance AI Power Infrastructure ETF, The First ETF Focused on AI Power Infrastructure, Surpasses $300 Million in AUM
MIAMI, April 17, 2026 (GLOBE NEWSWIRE) -- Defiance ETFs today announced that the Defiance AI & Power Infrastructure ETF (Nasdaq: AIPO) — named Best New Thematic ETF at the 2026 ETF.com Awards* — has surpassed $300 million in assets under management, reaching the milestone in less than nine months since the fund's July 24, 2025 launch. The award, announced at FutureProof Citywide in Miami on March 9, 2026, recognized AIPO from a field of approximately 750 new ETFs launched in 2025 through a rigorous process including quantitative screening, qualitative analysis, editorial review, and community vote.
AIPO: Positioned For Growth Across The AI Value Chain
Defiance AI & Power Infrastructure ETF (AIPO) offers diversified exposure across the AI value chain, spanning energy, industrials, utilities, and IT sectors. AIPO is uniquely positioned to benefit from long-term growth in data center and power infrastructure development, benefiting from multiple market dynamics. I recommend AIPO with a Buy rating, citing robust demand signals, healthy backlogs, and a decades-long growth runway for supporting AI infrastructure.
Beyond Tech: How Infrastructure ETFs are Cashing in on the AI Supercycle
AIPO and peers tap AI's hidden layer as surging data center power needs drive infrastructure ETFs to ride the electrification-fueled growth wave.
AIPO, the First ETF Focused on AI Power, Surpasses $200M in AUM
Defiance ETFs today announced that the Defiance AI & Power Infrastructure ETF (Nasdaq: AIPO) has surpassed $200 million in assets under management. The fun
AIPO - Defiance AI Power Infrastructure ETF, The First ETF Focused on AI Power Infrastructure, Surpasses $100 Million in Assets Under Management
MIAMI, Jan. 23, 2026 (GLOBE NEWSWIRE) -- Defiance ETFs today announced that the Defiance AI Power Infrastructure ETF (Nasdaq: AIPO) has surpassed $100 million in assets under management, marking a significant milestone for the first ETF focused exclusively on companies powering the artificial intelligence economy. Launched to provide targeted exposure to the infrastructure enabling AI adoption, AIPO invests in U.S.-listed companies involved in power generation, grid modernization, data center infrastructure, and energy systems critical to supporting AI workloads.
AIPO: A Well Mixed ETF For The Ongoing AI And Energy Boom
Defiance AI & Power Infrastructure ETF is a thematic ETF linked to power demand and AI data centers / infrastructure with an expense ratio of 0.69%. About 50% of the index weight is allocated to the Power generation & grid equipment segment. This distinguishes it from classic AI ETFs, such as AIQ, and brings it closer to solutions like GRID (in my opinion).
Worldwide Exchange: ETF Flows Week of August 11
CNBC's Frank Holland speaks with about Sylvia Jablonski, CEO & CIO Defiance ETFs about the action in ETFs this week.