---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000904834.md"
description: "$Defiance AI & Power Infrastructure ETF(AIPO.US)Context: Initially, the stock market faced downward pressure following the news to the potential Federal Reserve rate hike. After the Federal Reserve's 25 bps interest rate hike, the US market looks to be stabilizing. The US 10 year Treasury yield also drops slightly below 5.0%. While higher interest rates may compress growth valuations in the short term, the long term structural demand for power generation and AI grid infrastructure remains intact.My trade: I continue to believe in my long-term position in AIPO ETF during this macro-driven selloff. Buying AIPO gives me exposure across energy utility providers and electrical grid infrastructure.Takeaway: Moving forward, I will take advantage to scale into entries during market weakness and pullbacks to steadily lower my cost basis."
datetime: "2026-09-18T05:21:51.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000904834.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000904834.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000904834.md)
author: "[JPJP](https://longbridge.com/en/profiles/20184504.md)"
generator: "portal-rs"
---

# $Defiance AI & Power Infrastructure ETF(AIPO.U…


### Related Stocks

- [AIPO.US](https://longbridge.com/en/quote/AIPO.US.md)

## Comments (2)

- **Alpha～ · 2026-09-18T06:35:01.000Z**: much of what sits inside these power etfs is regulated utilities whose returns are set in rate cases rather than by ai demand, so the thematic beta is thinner than the label.
  - **JPJP** (2026-09-18T07:53:22.000Z): For AIPO ETF, most weight sits in the equipment / EPC names like GE Vernova, Eaton and Quanta which are not rate regulated utilities so I think the thematic beta holds up better.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**