AIPO, the First ETF Focused on AI Power, Surpasses $200M in AUM

Core Insights - Defiance ETFs announced that the Defiance AI & Power Infrastructure ETF (AIPO) has surpassed $200 million in assets under management, with a year-to-date performance increase of approximately +20.10% as of March 1, 2026, while the Nasdaq-100 Index has decreased by about -0.85% during the same period [1][2]. Fund Overview - AIPO is the first ETF specifically focused on AI power infrastructure, targeting companies that are essential for building the energy backbone required to support next-generation artificial intelligence, hyperscale data centers, grid modernization, and electrification demand [3][5]. - The fund's strong performance is attributed to its unique exposure to sectors such as power generation, transmission, energy equipment, and infrastructure suppliers that support AI computing [4]. Market Context - Despite broader technology equities facing pressure year-to-date, AIPO has experienced strong performance and increasing investor inflows due to its differentiated focus on power infrastructure [4].