AIPO, the First ETF Focused on AI Power, Surpasses $200M in AUM
MWN-AI** Summary
The Defiance AI & Power Infrastructure ETF (Nasdaq: AIPO) has recently made headlines by surpassing $200 million in assets under management (AUM). Launched as the first ETF exclusively focused on companies driving AI power infrastructure, AIPO is designed to capitalize on the increasing demand for energy that supports artificial intelligence applications and hyperscale data centers. As of March 1st, 2026, AIPO has shown impressive performance, boasting a year-to-date increase of approximately 20.10%, significantly outpacing the Nasdaq-100 Index, which has dipped by around 0.85%.
AIPO's success can be attributed to its unique investment focus on power generation, transmission, energy equipment, and infrastructure companies that provide the essential support for AI compute needs. This specialized approach has attracted considerable investor interest despite broader technology sector challenges. Sylvia Jablonski, Chief Investment Officer of Defiance ETFs, emphasized that as AI technologies continue to scale, robust energy infrastructure becomes critical, positioning AIPO as a valuable investment vehicle for those looking to engage with this evolving landscape.
The ETF’s growth highlights a trend towards targeted sector investments, particularly in areas that support major technological advancements. However, like any investment, AIPO presents its own risks, including market fluctuations, sector concentration, and the inherent unpredictability of the emerging AI and energy sectors.
Investors contemplating AIPO should consider its investment objectives, associated risks, and the absence of historical performance data given its newness in the market. Overall, AIPO represents a significant step in the evolution of thematic ETFs, offering investors exposure to the intersection of artificial intelligence and energy infrastructure.
MWN-AI** Analysis
The Defiance AI & Power Infrastructure ETF (AIPO) has recently surpassed $200 million in assets under management, showcasing a strong year-to-date performance of +20.10% compared to a decline of -0.85% in the Nasdaq-100 Index. As the first ETF focusing exclusively on AI power infrastructure, it capitalizes on the growing need for energy solutions required to support burgeoning artificial intelligence technologies.
Investors looking at AIPO should consider the differentiating factors behind its strong performance amidst broader market pressures. AIPO's focus on utilities and energy infrastructure underpins its role as a critical player in the AI ecosystem, making it an attractive option for those interested in thematic investments linked to technology and sustainability. As AI adoption continues to accelerate, there is a fundamental assumption that the demand for robust energy solutions will also increase, positioning AIPO to potentially benefit from this trend.
However, while AIPO's innovative strategy supports potential upside growth, it is important to remain vigilant regarding market dynamics and inherent risks. The ETF's concentrated sector exposure makes it susceptible to volatility tied to regulatory changes, commodity price fluctuations, and technological disruptions. Investors should also take into account that AIPO's past performance may not guarantee future results, and a diversification strategy is essential to mitigate risks.
In summary, AIPO could offer promising growth opportunities for investors looking to gain exposure to the AI infrastructure market. It is crucial to weigh the potential for significant returns against the associated risks while maintaining an adaptive investment strategy to navigate the rapidly evolving landscape inspired by AI advancements. Always consult financial advisors before making investment decisions, particularly in niche or newly established funds.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
MIAMI, March 03, 2026 (GLOBE NEWSWIRE) -- Defiance ETFs today announced that the Defiance AI & Power Infrastructure ETF (Nasdaq: AIPO) has surpassed $200 million in assets under management. The fund is up approximately +20.10%* year-to-date, while the Nasdaq-100 Index is down approximately -0.85% over the same period, based on data from Bloomberg as of March 1st, 2026.
Performance quoted represents NAV total return performance as of March 1st, 2026. Market price returns may differ. Index performance reflects total return performance. Performance data is sourced from Bloomberg.
The Nasdaq-100 Index is a market capitalization-weighted index composed of 100 of the largest non-financial companies listed on the Nasdaq Stock Market. The index is unmanaged, does not reflect fees or expenses, and cannot be invested in directly.
AIPO is the first ETF focused specifically on AI power infrastructure — the companies building and enabling the energy backbone required to support next-generation artificial intelligence, hyperscale data centers, grid modernization, and electrification demand.
While broader technology equities have faced pressure year-to-date, AIPO’s differentiated exposure to power generation, transmission, energy equipment, and infrastructure suppliers supporting AI compute has driven strong performance and accelerating investor inflows.
“AI compute requires power. As artificial intelligence scales, energy infrastructure becomes mission-critical,” said Sylvia Jablonski, Chief Investment Officer of Defiance ETFs. “AIPO is designed to provide targeted exposure to the companies building the electrical foundation of the AI revolution.”
Important Disclosures
Defiance ETFs LLC is the ETF sponsor. The Fund’s investment adviser is Tidal Investments, LLC (“Tidal” or the “Adviser”).
The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The prospectus and summary prospectus contain this and other important information about the investment company. Please read the prospectus and / or summary prospectus carefully before investing. Hard copies can be requested by calling 833.333.9383.
Investing involves risk. Principal loss is possible. As an ETF, the funds may trade at a premium or discount to NAV. Shares of any ETF are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. A portfolio concentrated in a single industry or country, may be subject to a higher degree of risk.
Performance quoted represents NAV total return performance as of March 1st, 2026. Market price returns may differ. Index performance reflects total return performance. Performance data is sourced from Bloomberg.
The Nasdaq-100 Index is a market capitalization-weighted index composed of 100 of the largest non-financial companies listed on the Nasdaq Stock Market. The index is unmanaged, does not reflect fees or expenses, and cannot be invested in directly.
Past performance does not guarantee future results.
Information as of March 1st, 2026. The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than their original cost and current performance may be lower or higher than the performance quoted. Performance current to the most recent month-end can be obtained by calling 833.333.9383. For the AIPO standardized performance, please visit [insert link directly to https://www.defianceetfs.com/aipo/
Short term performance, in particular, is not a good indication of the fund’s future performance, and an investment should not be made based solely on returns. Market price is the price at which shares in the ETF can be bought or sold on the exchanges during trading hours, while the net asset value (NAV) represents the value of each share’s portion of the fund’s underlying assets and cash at the end of the trading day.
Median 30 Day Spread is a calculation of Fund’s median bid-ask spread, expressed as a percentage rounded to the nearest hundredth, computed by: identifying the Fund’s national best bid and national best offer as of the end of each 10 second interval during each trading day of the last 30 calendar days; dividing the difference between each such bid and offer by the midpoint of the national best bid and national best offer; and identifying the median of those values.
Market Risk: The Fund’s investments may decline in value due to general market conditions, economic events, or factors affecting specific industries or issuers.
Index Tracking Risk: The Fund may not perfectly replicate the performance of the Index due to fees, expenses, and other operational factors.
Sector Concentration Risk: Because the Fund may invest heavily in technology, utilities, and energy sectors, it is more vulnerable to adverse developments in these areas.
AI and Technology Risk: Companies involved in AI hardware and data centers are subject to rapid innovation cycles, competitive pressures, and regulatory challenges.
Energy and Infrastructure Risk: Power generation and utility companies can be impacted by commodity price volatility, regulatory changes, and environmental factors.
New Fund Risk: As a newly organized fund, it has no operating history, making it difficult for investors to assess performance or management effectiveness.
Passive Investment Risk: The Fund does not actively manage its portfolio and will not take defensive positions if the Index declines.
Liquidity Risk: Shares may trade at prices other than NAV, and certain underlying holdings may have limited liquidity.
Underlying Index Risk: Errors, changes, or delays in the Index calculation could impact Fund performance.
Third-Party Data Risk: The Fund relies on external data providers for Index construction, and inaccuracies or delays may affect tracking.
Operational Risk: Failures or errors by service providers, counterparties, or systems could disrupt Fund operations.
Note: The Fund is not suitable for all investors and is designed for those who understand thematic sector exposures and are willing to monitor their portfolios.
Distributed by Foreside Fund Services, LLC.
Media Contact:
Sylvia Jablonski
info@defianceetfs.com
833.333.9383
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/e987576e-8b2b-4e40-a333-68f1a3b9e950
FAQ**
What factors have contributed to the Defiance AI & Power Infrastructure ETF AIPO achieving over $200 million in assets under management since its inception?
How does the performance of the Defiance AI & Power Infrastructure ETF AIPO compare to other sector-specific ETFs during the year-to-date period?
What specific companies and sectors does the Defiance AI & Power Infrastructure ETF AIPO emphasize to support the energy needs of the AI revolution?
What potential risks should investors consider before investing in the Defiance AI & Power Infrastructure ETF AIPO, given its focus on the AI and energy sectors?
**MWN-AI FAQ is based on asking OpenAI questions about Defiance AI & Power Infrastructure ETF (NASDAQ: AIPO).
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