Global Idea: Defiance A.I & Power Infrastructure ETF

Research Notes January 2026 > https://www.unum.capital/post/rjan2026

Trade Local & Global Financial Markets with Unum Capital.

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Buy at $24.62 or lower

Stop-loss: $21.10

Target(s): $30.00

ETF Code: AIPO

The Defiance AI & Power Infrastructure ETF (AIPO) empowers investors with exposure to the intersection of artificial intelligence and critical power infrastructure. As AI technologies demand unprecedented energy resources, AIPO provides amplified exposure to innovative companies driving decentralized energy solutions, electrical grid advancements, data center operations, and AI hardware. This pioneering ETF targets high-growth opportunities in power generation, utilities, construction, and AI-enabling technologies, offering a forward-looking approach for active investors seeking to capitalize on the AI boom.

Lester Davids

Senior Investment Analyst: Unum Capital