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Upturn AI Summary
Defiance AI & Power Infrastructure ETF(AIPO)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AIPO
10/02/2026: AIPO (2-star) is currently NOT-A-BUY. Pass it for now.
AIPO offers a unique thematic investment in the intersection of AI technology and the power infrastructure required to sustain it. By holding a mix of tech hardware and utility providers, the fund targets the 'picks and shovels' of the AI revolution. While it provides specialized access to high-growth areas, it carries the risks of sector concentration and higher operational costs compared to broad indices. It is best suited for growth-oriented investors looking to complement their core holdings with specific thematic exposure. Investors should closely monitor capital expenditure trends in the data center and utility sectors as key performance indicators.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | AIPO focuses on high-growth sectors aligned with the AI technological boom. |
| Momentum investor | Strong fit while signal remains positive | The ETF captures strong sectoral trends that momentum traders often target. |
| Value investor | Mixed fit | While utility components may provide value, the technology portion often carries high growth-oriented valuations. |
| Dividend/Income investor | Mixed fit | The utility portion provides some income, but the overall fund strategy prioritizes growth over yield. |
| Low-risk investor | Weak fit | The thematic focus on emerging technology and concentrated sectors creates significant volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated individual with a high risk tolerance seeking thematic exposure to AI tailwinds.
Suitability
Best suited for medium- to long-term growth-oriented portfolios rather than as a primary core holding or for short-term daily trading.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The concentrated thematic nature makes the fund prone to sharp price swings. |
| Market risk | Medium / high | General equity market downturns will negatively impact the fund's tech holdings. |
| Concentration | High | Exposure is limited to specific segments, increasing sensitivity to sector-specific shocks. |
| Tracking/expense | Medium | The expense ratio is higher than standard broad-market passive indices. |
| Liquidity | Medium | Lower trading volumes relative to major ETFs can result in wider bid-ask spreads. |
| Business/sector quality | Medium | The fund's success depends on the long-term viability of the AI power infrastructure expansion. |
Risk Analysis
Volatility
AIPO exhibits higher-than-average volatility due to its narrow concentration in the cyclical tech and capital-heavy utility sectors.
Market Risk
The fund is susceptible to systematic market risks, particularly those impacting the growth-stock and infrastructure-related equity classes.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | AI Semiconductor and Hardware Manufacturers | 45 | These companies provide the foundational chips and infrastructure necessary for AI processing. |
| Industry | Electric Utilities and Power Infrastructure | 35 | These firms are essential for meeting the massive, reliable electricity demands of AI data centers. |
| Industry | Data Center Infrastructure & Real Estate | 15 | This sector supports the physical housing and cooling requirements for AI servers. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small liquidity buffer is maintained for daily operational requirements. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type ETF | Historic Profit 5.35% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $928.94M |
| Issuer | Defiance ETFs LLC |
| Expense Ratio | 0.69% |
| Distribution Yield | 0.01% |
| Inception | Jul 24, 2025 |
Performance
| Period | Total Return |
|---|---|
| YTD | +30.38% |
| 1 Year | +30.14% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 37.79% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Large Cap | 33.77% |
| Mid Cap | 27.15% |
| Mega Cap | 14.98% |
| Small Cap | 13.42% |
| Micro Cap | 9.46% |
Top Sectors
| Sector | Weight |
|---|---|
| Industrials | 53.34% |
| Technology | 18.12% |
| Utilities | 13.31% |
| Energy | 6.46% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 25.77x |
| Portfolio P/B | 4.53x |
| Portfolio P/S | 3.86x |
Top Holdings
| Holding | Weight |
|---|---|
| Eaton | 8.55% |
| Quanta Services | 8.46% |
| GE Vernova LLC | 8.22% |
| Vertiv Holdings | 6.50% |
| Bloom Energy | 5.11% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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