(AIPO) Defiance AI & Power - NASDAQ
ETF Category: Technology | Exchange: NASDAQ (USA) | Market Cap: 733m USD | Total Return: 44.4% in 12m
Avg Turnover: 48.2M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
The Defiance AI & Power Infrastructure ETF (AIPO) tracks U.S.-listed companies essential to the convergence of artificial intelligence and electrical grid modernization. The fund focuses on decentralized energy technologies, data center operations, and the specialized computing hardware required to sustain high-performance AI workloads.
AIPO maintains a concentrated strategy, investing at least 80% of its net assets in firms specializing in power infrastructure and AI components. This sector is characterized by a significant demand for baseload power, as modern AI data centers can require up to ten times more electricity per square foot than traditional facility designs.
The funds non-diversified status reflects the specialized nature of its holdings, which include electrical utilities and construction firms tasked with upgrading aging grid systems to support increased energy loads. For a deeper look at specific valuation metrics for these holdings, check ValueRay. Investors in this space typically monitor the regulatory environment and capital expenditure cycles of utility providers and hardware manufacturers.
- Hyperscale data center construction demand drives revenue for power equipment providers
- Grid modernization spending increases capital allocation to electrical utility infrastructure
- AI hardware production cycles dictate short-term volatility in computing component stocks
- Energy regulatory shifts impact deployment speed of decentralized power technologies
- Interest rate fluctuations influence financing costs for large-scale infrastructure projects
As of June 11, 2026, the stock is trading at USD 29.43 with a total of 1,691,556 shares traded.
Over the past week, the price has changed by -12.49%,
over one month by -11.46%,
over three months by +13.89% and
over the past year by +44.40%.
Defiance AI & Power has no consensus analysts rating.