Defiance AI & Power Infrastructure ETF (AIPO) is an exchange-traded fund that provides targeted exposure to U.S.-listed companies engaged in artificial intelligence-driven power infrastructure and energy systems. The fund seeks to track an index comprising firms earning a majority of revenue from AI-enabled energy generation, grid modernization, data center operations, AI hardware, and related infrastructure services, with a focus on decarbonization, electrification, and AI-powered energy optimization. AIPO is managed by Defiance ETFs and launched in 2025, with headquarters in the United States; its investment strategy centers on a tiered, free-float-weighted approach designed to reflect the growth potential of AI-powered energy infrastructure while maintaining diversification across generation, grid hardware, utilities, construction, and AI-supporting technologies.
Main products and services
- Investment objective and strategy: thematic ETF exposure to AI power infrastructure; tracks an index of AI-related power generation, grid modernization, data center infrastructure, and AI hardware providers; passive replication with a representative sample of components where full replication is impractical.
- Underlying exposure segments: power generation and grid equipment; AI hardware and data centers; utilities and energy services; construction and engineering related to AI-enabled energy systems.
- Fund services: daily NAV calculation; securities lending program (where applicable); transparent quarterly holdings disclosures; expense management and liquidity provisioning typical of US-listed ETFs.
Latest major company changes
- Launch and product expansion: initial launch in mid-2025 as the first ETF dedicated to AI power infrastructure; ongoing asset growth and increased investor adoption through 2026.
- Asset growth milestones: surpassing notable AUM thresholds in early 2026, signaling rising investor interest in AI-powered energy infrastructure themes.
- Strategic positioning: emphasizes decarbonization and electrification trends, aligning with broader shifts toward AI-enabled energy systems and data-center demand.
Industry context and business segments
- Industry: thematic exchange-traded funds focusing on technology-driven energy infrastructure, AI integration, and data-center ecosystems.
- Business segments: fund management and ETF administration by Defiance ETFs; index methodology alignment with AI and power infrastructure themes; investor relations and distribution across US market participants.
- Geographic footprint: US-listed exposure with primary focus on U.S.-listed issuers; potential indirect global suppliers and partners through holdings.
Founding year and headquarters
- Establishment: launched in 2025 by Defiance ETFs.
- Headquarters: United States (admin and listing operations typically domiciled in the U.S. for US-listed ETFs).
Subsidiaries and parent relationships
- Parent company: Defiance ETFs, a sponsor of thematic and leveraged exchange-traded funds.
- No explicit foreign subsidiaries disclosed; fund holdings primarily consist of U.S.-listed companies contributing to AI-enabled power infrastructure.
Notes
- The ETF tracks the MarketVector US Listed AI and Power Infrastructure Index, with a focus on firms delivering AI-driven energy generation, grid modernization, data center capacity, and AI hardware capabilities (subject to index methodology and fund disclosures).
- Recent press coverage highlights AIPO’s status as a pioneering AI power infrastructure ETF with performance and AUM milestones reflecting investor demand for this niche theme.