AIPO holdings - what the fund actually owns
Defiance AI & Power Infrastructure ETF reports 75 stock positions to the SEC, 100% of its assets. The ten largest are 51.5% of the fund, as of May 31, 2026.
Each week Ploutos reads the latest N-PORT filing of the largest US equity ETFs. This page is one fund's filing: its reported positions with their weights, where that weight sits by sector, what entered and left since the previous filing, and which other funds hold the most of the same stocks.
Reported positions
75
cover 100% of the fund
Weight of the top 10 holdings
51.5%
of the fund in ten names
Largest position
PWR
7.91% · Quanta Services Inc
Filing date
May 31, 2026
holdings as reported to the SEC
Where the weight sits, by sector
Sectors come from each company's industry code in its SEC record, so they are coarse. 1.3% of the reported weight could not be placed and is shown as unknown.
Full holdings list, heaviest first
| # | Stock | Weight | Cumulative |
|---|---|---|---|
| 1 | PWRQuanta Services Inc | 7.91% | 7.9% |
| 2 | VRTVertiv Holdings Co | 7.24% | 15.1% |
| 3 | GEVGE Vernova Inc | 7.21% | 22.4% |
| 4 | ETNEaton Corp PLC | 7.10% | 29.5% |
| 5 | BEBloom Energy Corp | 4.75% | 34.2% |
| 6 | AVGOBroadcom Inc | 4.12% | 38.3% |
| 7 | CCJCameco Corp | 3.78% | 42.1% |
| 8 | NVDANVIDIA Corp | 3.58% | 45.7% |
| 9 | CEGConstellation Energy Corp | 3.07% | 48.8% |
| 10 | AMDAdvanced Micro Devices Inc | 2.74% | 51.5% |
| 11 | MTZMasTec Inc | 2.13% | 53.6% |
| 12 | STRLSterling Infrastructure Inc | 2.10% | 55.7% |
| 13 | NVTnVent Electric PLC | 1.87% | 57.6% |
| 14 | HUBBHubbell Inc | 1.70% | 59.3% |
| 15 | DDominion Energy Inc | 1.59% | 60.9% |
| 16 | VSTVistra Corp | 1.51% | 62.4% |
| 17 | XELXcel Energy Inc | 1.46% | 63.9% |
| 18 | GNRCGenerac Holdings Inc | 1.36% | 65.2% |
| 19 | BWXTBWX Technologies Inc | 1.27% | 66.5% |
| 20 | PEGPublic Service Enterprise Grou | 1.15% | 67.6% |
| 21 | DYDycom Industries Inc | 1.12% | 68.8% |
| 22 | MRVLMarvell Technology Inc | 1.03% | 69.8% |
| 23 | ARM HOLDINGS PLC | 1.02% | 70.8% |
| 24 | FCELFuelCell Energy Inc | 1.00% | 71.8% |
| 25 | AGXArgan Inc | 0.98% | 72.8% |
| 26 | VMIValmont Industries Inc | 0.97% | 73.8% |
| 27 | ALABAstera Labs Inc | 0.93% | 74.7% |
| 28 | PCGPG&E Corp | 0.91% | 75.6% |
| 29 | OKLOOklo Inc | 0.88% | 76.5% |
| 30 | ENSEnerSys | 0.87% | 77.4% |
| 31 | KEELKeel Infrastructure Corp | 0.78% | 78.1% |
| 32 | NXENexGen Energy Ltd | 0.77% | 78.9% |
| 33 | HUTHut 8 Corp | 0.76% | 79.7% |
| 34 | MYRGMYR Group Inc | 0.76% | 80.4% |
| 35 | NBISNebius Group NV | 0.76% | 81.2% |
| 36 | SHLSShoals Technologies Group Inc | 0.71% | 81.9% |
| 37 | BTDRBitdeer Technologies Group | 0.68% | 82.6% |
| 38 | AMSCAmerican Superconductor Corp | 0.65% | 83.2% |
| 39 | HIVEHive Digital Technologies Ltd | 0.65% | 83.9% |
| 40 | EOSEEos Energy Enterprises Inc | 0.59% | 84.5% |
| 41 | RIOTRiot Platforms Inc | 0.58% | 85.0% |
| 42 | CLSKCleanspark Inc | 0.58% | 85.6% |
| 43 | ATKRAtkore Inc | 0.57% | 86.2% |
| 44 | EVRGEvergy Inc | 0.54% | 86.7% |
| 45 | APLDApplied Digital Corp | 0.53% | 87.3% |
| 46 | WULFTerawulf Inc | 0.53% | 87.8% |
| 47 | EQIXEquinix Inc | 0.53% | 88.3% |
| 48 | CIFRCipher Digital Inc | 0.53% | 88.8% |
| 49 | WYFIWhitefiber Inc | 0.53% | 89.4% |
| 50 | MARAMARA Holdings Inc | 0.52% | 89.9% |
| 51 | LSCCLattice Semiconductor Corp | 0.52% | 90.4% |
| 52 | UUUUEnergy Fuels Inc/Canada | 0.52% | 90.9% |
| 53 | IRENIREN Ltd | 0.51% | 91.4% |
| 54 | NRGVEnergy Vault Holdings Inc | 0.51% | 91.9% |
| 55 | CORZCore Scientific Inc | 0.50% | 92.4% |
| 56 | RMBSRambus Inc | 0.50% | 92.9% |
| 57 | SMRNuScale Power Corp | 0.48% | 93.4% |
| 58 | TLNTalen Energy Corp | 0.48% | 93.9% |
| 59 | ITRIItron Inc | 0.46% | 94.4% |
| 60 | PLPCPreformed Line Products Co | 0.45% | 94.8% |
| 61 | DNNDenison Mines Corp | 0.44% | 95.3% |
| 62 | NNENANO Nuclear Energy Inc | 0.43% | 95.7% |
| 63 | LEUCentrus Energy Corp | 0.43% | 96.1% |
| 64 | FLNCFluence Energy Inc | 0.42% | 96.5% |
| 65 | DLRDigital Realty Trust Inc | 0.42% | 97.0% |
| 66 | BTBTBit Digital Inc | 0.38% | 97.3% |
| 67 | NPWRNet Power Inc | 0.33% | 97.7% |
| 68 | AESAES Corp/The | 0.32% | 98.0% |
| 69 | DIGITALBRIDGE GROUP INC | 0.31% | 98.3% |
| 70 | VNETVnet Group Inc | 0.28% | 98.6% |
| 71 | PSIXPower Solutions International | 0.26% | 98.8% |
| 72 | GDSGDS Holdings Ltd | 0.26% | 99.1% |
| 73 | PNWPinnacle West Capital Corp | 0.26% | 99.4% |
| 74 | PORPortland General Electric Co | 0.19% | 99.6% |
| 75 | TXNMTXNM Energy Inc | 0.19% | 99.7% |
Funds that hold the most of the same stocks
The share of AIPO that is also in each fund, from the positions both report. Open a fund for its own page, or the overlap figure to compare the two.
| Fund | Overlap | Shared |
|---|---|---|
| GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | 23.6% | 17 |
| CHATRoundhill Generative AI & Technology ETF | 15.9% | 8 |
| PAVEGlobal X U.S. Infrastructure Development ETF | 15.0% | 11 |
| JGROJPMorgan Active Growth ETF | 14.8% | 11 |
| MTUMiShares MSCI USA Momentum Factor ETF | 14.1% | 11 |
| IWFiShares Russell 1000 Growth ETF | 14.0% | 21 |
| SOXQInvesco PHLX Semiconductor ETF | 13.9% | 7 |
| SOXXiShares Semiconductor ETF | 13.7% | 7 |
Questions people ask
What are the top holdings of AIPO?
Its filing lists 75 stock positions. The largest are PWR 7.9%, VRT 7.2%, GEV 7.2%, and the ten largest together are 51.5% of the fund. The full list with weights is on this page.
How many stocks are in AIPO?
AIPO reports 75 stock positions in its SEC filing of May 31, 2026, and together they are 100% of the fund. Cash, futures and bonds the fund holds are not counted.
How do I check whether AIPO holds a particular stock?
Search the full list on this page by ticker or company name, for example NVDA or Nvidia. A stock the fund holds shows with its weight and its rank in the fund. If it does not show, the fund did not report it as a position in this filing.
How often do these holdings change?
Funds report their positions to the SEC at each quarter end, and the SEC publishes the filing about 60 days later. Ploutos reads the latest one every week, so the page changes four times a year, and shows the date of the filing it reads.
Why does the coverage not reach 100%?
The list is the stock positions the fund reports. Cash, futures, bonds and other assets the filing carries are not listed, and what the stocks add up to is the coverage shown. A stock fund lands near 100; a fund that holds futures or a cash sleeve lands lower. Weights are of the whole fund.
Compare AIPO with another fund·All fund pairs
Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.