Defiance AI and Power Infrastructure ETF (AIPO) is an ETF managed by Independent / Boutique. Its largest position is QUANTA SERVICES, INC. (PWR), representing 8.87% of fund assets.
Defiance AI and Power Infrastructure ETF Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- AIPO
- Type:
- ETF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Feb 28, 2026
- Filing Date:
- Apr 21, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
QUANTA SERVICES, INC.
|
8.87% | $20,612,669.56 | 36,607 |
|
-
GE Vernova Inc.
|
8.77% | $20,374,972.80 | 23,323 |
|
-
Vertiv Holdings Co
|
8.43% | $19,595,178.53 | 76,877 |
|
-
Eaton Corp plc
|
7.73% | $17,970,855.60 | 47,805 |
|
-
CAMECO CORP
|
5.67% | $13,169,750.40 | 111,231 |
|
-
NVIDIA CORP
|
3.51% | $8,147,904.96 | 45,984 |
|
-
Constellation Energy Corp
|
3.09% | $7,169,611.92 | 21,734 |
|
-
Bloom Energy Corp
|
2.88% | $6,692,564.64 | 42,992 |
|
-
Broadcom Inc.
|
2.81% | $6,526,808.75 | 20,425 |
|
-
HUBBELL INC
|
2.61% | $6,053,606.16 | 11,832 |
|
-
MASTEC INC
|
2.38% | $5,538,701.70 | 18,585 |
|
-
Vistra Corp.
|
2.06% | $4,783,713.90 | 27,510 |
|
-
DOMINION ENERGY, INC
|
1.89% | $4,383,178.80 | 69,420 |
|
-
BWX Technologies, Inc.
|
1.87% | $4,352,769.36 | 21,132 |
|
-
nVent Electric plc
|
1.85% | $4,299,782.08 | 36,328 |
|
-
GENERAC HOLDINGS INC.
|
1.69% | $3,933,157.24 | 17,452 |
|
-
XCEL ENERGY INC
|
1.67% | $3,891,244.80 | 46,680 |
|
-
ADVANCED MICRO DEVICES INC
|
1.63% | $3,781,566.48 | 18,888 |
|
-
PUBLIC SERVICE ENTERPRISE GROUP INC
|
1.55% | $3,591,528.96 | 41,728 |
|
-
STERLING INFRASTRUCTURE, INC.
|
1.47% | $3,406,202.28 | 7,956 |
|
-
NexGen Energy Ltd.
|
1.36% | $3,148,685.28 | 246,376 |
|
-
PG&E Corp
|
1.31% | $3,044,959.00 | 160,261 |
|
-
EQUINIX INC
|
1.30% | $3,015,334.70 | 3,095 |
|
-
DYCOM INDUSTRIES INC
|
1.23% | $2,861,596.26 | 6,813 |
|
-
VALMONT INDUSTRIES INC
|
1.22% | $2,831,789.01 | 6,157 |
|
-
LATTICE SEMICONDUCTOR CORP
|
1.05% | $2,432,285.94 | 25,437 |
|
-
DIGITAL REALTY TRUST, INC.
|
1.04% | $2,420,729.20 | 13,661 |
|
-
Oklo Inc.
|
1.04% | $2,419,735.05 | 38,439 |
|
-
DENISON MINES CORP.
|
1.01% | $2,338,789.42 | 559,519 |
|
-
EnerSys
|
0.95% | $2,207,801.20 | 13,288 |
|
-
ARGAN INC
|
0.95% | $2,197,136.25 | 4,869 |
|
-
Marvell Technology, Inc.
|
0.91% | $2,105,723.13 | 25,777 |
|
-
DigitalBridge Group, Inc.
|
0.89% | $2,063,455.65 | 133,557 |
|
-
Nebius Group N.V.
|
0.88% | $2,044,935.75 | 22,425 |
|
-
RAMBUS INC
|
0.81% | $1,888,955.64 | 18,954 |
|
-
ARM HOLDINGS PLC /UK
|
0.81% | $1,882,818.85 | 14,773 |
|
-
WhiteFiber, Inc.
|
0.74% | $1,725,642.20 | 102,412 |
|
-
Evergy, Inc.
|
0.72% | $1,669,267.98 | 19,953 |
|
-
ITRON, INC.
|
0.72% | $1,669,021.75 | 17,765 |
|
-
POWER SOLUTIONS INTERNATIONAL, INC.
|
0.67% | $1,547,088.00 | 18,528 |
|
-
Astera Labs, Inc.
|
0.65% | $1,503,080.67 | 12,649 |
|
-
Talen Energy Corp
|
0.63% | $1,471,267.02 | 3,966 |
|
-
CENTRUS ENERGY CORP
|
0.63% | $1,464,928.29 | 7,231 |
|
-
MYR GROUP INC.
|
0.62% | $1,441,856.36 | 5,341 |
|
-
AMERICAN SUPERCONDUCTOR CORP /DE/
|
0.57% | $1,321,347.06 | 40,557 |
|
-
PREFORMED LINE PRODUCTS CO
|
0.52% | $1,202,808.30 | 4,742 |
|
-
NUSCALE POWER Corp
|
0.51% | $1,174,811.25 | 91,425 |
|
-
AES CORP
|
0.44% | $1,027,019.52 | 59,434 |
|
-
FIRST AMERICAN GOVERNMENT OBLIGATIONS FUND
|
0.44% | $1,014,201.93 | 1,014,202 |
|
-
Nano Nuclear Energy Inc.
|
0.43% | $995,582.78 | 37,442 |
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