GEV
Ge Vernova Inc
9.46%
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- Issuer · 2026-07-15
AIPODefiance ETFs · holdings as of 2026-07-15
Defiance AI & Power Infrastructure ETF
Power generation, electrical equipment, grid infrastructure, cooling, and semiconductor exposure tied to AI compute demand.
Net flows
Not reported
Source unavailable
AUM change
Not reported
Source unavailable
Aggregate Veridion read
Paid overlay
The free page includes the complete issuer holdings structure. Sovereign and Reserve add each holding's Score and the weight-adjusted fund read.
Peer ETF overlap
How much of the book is shared?
Complete issuer book
All 82 holdings
ETN
Eaton Corp Plc
8.52%
- Quote
- Quote unavailable
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- Issuer · 2026-07-15
VRT
Vertiv Holdings Co
8.06%
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- Quote unavailable
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- Issuer · 2026-07-15
PWR
Quanta Services Inc
7.81%
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- Quote unavailable
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- Issuer · 2026-07-15
BE
Bloom Energy Corp
4.45%
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- Quote unavailable
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- Issuer · 2026-07-15
NVDA
Nvidia Corp
4.07%
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- Quote unavailable
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- Issuer · 2026-07-15
AVGO
Broadcom Inc
4.02%
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- Quote unavailable
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- Issuer · 2026-07-15
CEG
Constellation Energy Corp
3.65%
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- Quote unavailable
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- Issuer · 2026-07-15
CCJ
Cameco Corp
3.51%
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- Quote unavailable
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- Issuer · 2026-07-15
AMD
Advanced Micro Devices Inc
2.56%
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- Quote unavailable
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- Issuer · 2026-07-15
D
Dominion Energy Inc
2.09%
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- Quote unavailable
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- Issuer · 2026-07-15
NVT
Nvent Electric Plc
2.01%
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- Quote unavailable
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- Issuer · 2026-07-15
XEL
Xcel Energy Inc
2.00%
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- Quote unavailable
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- Issuer · 2026-07-15
VST
Vistra Corp
1.98%
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- Quote unavailable
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- Issuer · 2026-07-15
HUBB
Hubbell Inc
1.93%
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- Quote unavailable
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- Issuer · 2026-07-15
MTZ
Mastec Inc
1.92%
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- Quote unavailable
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- Issuer · 2026-07-15
STRL
Sterling Infrastructure Inc
1.58%
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- Quote unavailable
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- Issuer · 2026-07-15
PEG
Public Service Enterprise Group Inc
1.56%
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- Quote unavailable
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- Issuer · 2026-07-15
PCG
Pg&e Corp
1.32%
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- Quote unavailable
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- Issuer · 2026-07-15
BWXT
Bwx Technologies Inc
1.31%
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- Quote unavailable
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- Issuer · 2026-07-15
GNRC
Generac Holdings Inc
1.15%
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- Quote unavailable
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- Issuer · 2026-07-15
VMI
Valmont Industries Inc
0.90%
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- Quote unavailable
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- Issuer · 2026-07-15
DY
Dycom Industries Inc
0.87%
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- Quote unavailable
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- Issuer · 2026-07-15
AGX
Argan Inc
0.79%
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- Quote unavailable
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- Issuer · 2026-07-15
EVRG
Evergy Inc
0.76%
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- Quote unavailable
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- Issuer · 2026-07-15
NXE
Nexgen Energy Ltd
0.73%
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- Quote unavailable
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- Issuer · 2026-07-15
OKLO
Oklo Inc
0.72%
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- Quote unavailable
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- Issuer · 2026-07-15
ENS
Enersys
0.70%
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- Quote unavailable
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- Issuer · 2026-07-15
MRVL
Marvell Technology Inc
0.69%
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- Quote unavailable
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- Issuer · 2026-07-15
TLN
Talen Energy Corp
0.65%
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- Quote unavailable
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- Issuer · 2026-07-15
UEC
Uranium Energy Corp
0.56%
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- Quote unavailable
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- Issuer · 2026-07-15
FPS
Forgent Power Solutions Inc
0.54%
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- Quote unavailable
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- Issuer · 2026-07-15
EQIX
Equinix Inc
0.52%
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- Quote unavailable
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- Issuer · 2026-07-15
ITRI
Itron Inc
0.51%
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- Quote unavailable
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- Issuer · 2026-07-15
DNN
Denison Mines Corp
0.50%
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- Quote unavailable
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- Issuer · 2026-07-15
MYRG
Myr Group Inc
0.50%
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- Quote unavailable
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- Issuer · 2026-07-15
FCEL
Fuelcell Energy Inc
0.49%
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- Quote unavailable
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- Issuer · 2026-07-15
SMR
Nuscale Power Corp
0.49%
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- Quote unavailable
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- Issuer · 2026-07-15
LEU
Centrus Energy Corp
0.48%
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- Quote unavailable
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- Issuer · 2026-07-15
UUUU
Energy Fuels Inc/canada
0.48%
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- Quote unavailable
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- Issuer · 2026-07-15
ALAB
Astera Labs Inc
0.46%
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- Quote unavailable
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- Issuer · 2026-07-15
WYFI
Whitefiber Inc
0.44%
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- Quote unavailable
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- Issuer · 2026-07-15
AES
Aes Corp/the
0.43%
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- Quote unavailable
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- Issuer · 2026-07-15
SHLS
Shoals Technologies Group Inc
0.43%
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- Quote unavailable
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- Issuer · 2026-07-15
ATKR
Atkore Inc
0.42%
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- Quote unavailable
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- Issuer · 2026-07-15
NBIS
Nebius Group Nv
0.41%
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- Quote unavailable
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- Issuer · 2026-07-15
ARM
Arm Holdings Plc
0.40%
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- Quote unavailable
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- Issuer · 2026-07-15
DLR
Digital Realty Trust Inc
0.40%
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- Quote unavailable
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- Issuer · 2026-07-15
PNW
Pinnacle West Capital Corp
0.40%
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- Quote unavailable
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- Issuer · 2026-07-15
AMSC
American Superconductor Corp
0.39%
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- Quote unavailable
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- Issuer · 2026-07-15
LSCC
Lattice Semiconductor Corp
0.35%
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- Quote unavailable
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- Issuer · 2026-07-15
DBRG
Digitalbridge Group Inc
0.33%
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- Quote unavailable
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- Issuer · 2026-07-15
CIFR
Cipher Digital Inc
0.32%
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- Quote unavailable
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- Issuer · 2026-07-15
GDS
Gds Holdings Ltd
0.32%
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- Quote unavailable
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- Issuer · 2026-07-15
HUT
Hut 8 Corp
0.32%
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- Quote unavailable
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- Issuer · 2026-07-15
MARA
Mara Holdings Inc
0.32%
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- Quote unavailable
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- Issuer · 2026-07-15
BTBT
Bit Digital Inc
0.31%
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- Quote unavailable
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- Issuer · 2026-07-15
PLPC
Preformed Line Products Co
0.31%
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- Quote unavailable
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- Issuer · 2026-07-15
XE
X-energy Inc
0.31%
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- Quote unavailable
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- Issuer · 2026-07-15
CLSK
Cleanspark Inc
0.30%
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- Quote unavailable
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- Issuer · 2026-07-15
EOSE
Eos Energy Enterprises Inc
0.30%
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- Quote unavailable
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- Issuer · 2026-07-15
EU
Encore Energy Corp
0.29%
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- Quote unavailable
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- Issuer · 2026-07-15
FLNC
Fluence Energy Inc
0.29%
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- Quote unavailable
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- Issuer · 2026-07-15
HIVE
Hive Digital Technologies Ltd
0.29%
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- Quote unavailable
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- Issuer · 2026-07-15
NNE
Nano Nuclear Energy Inc
0.29%
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- Quote unavailable
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- Issuer · 2026-07-15
RIOT
Riot Platforms Inc
0.29%
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- Quote unavailable
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- Issuer · 2026-07-15
VNET
Vnet Group Inc
0.29%
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- Quote unavailable
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- Issuer · 2026-07-15
CORZ
Core Scientific Inc
0.28%
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- Quote unavailable
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- Issuer · 2026-07-15
IREN
Iren Ltd
0.28%
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- Quote unavailable
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- Issuer · 2026-07-15
KEEL
Keel Infrastructure Corp
0.28%
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- Quote unavailable
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- Issuer · 2026-07-15
URG
Ur-energy Inc
0.28%
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- Quote unavailable
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- Issuer · 2026-07-15
WULF
Terawulf Inc
0.28%
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- Quote unavailable
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- Issuer · 2026-07-15
RMBS
Rambus Inc
0.27%
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- Quote unavailable
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- Issuer · 2026-07-15
PSIX
Power Solutions International Inc
0.26%
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- Quote unavailable
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- Issuer · 2026-07-15
APLD
Applied Digital Corp
0.25%
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- Quote unavailable
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- Issuer · 2026-07-15
BTDR
Bitdeer Technologies Group
0.25%
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- Quote unavailable
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- Issuer · 2026-07-15
NPWR
Net Power Inc
0.25%
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- Quote unavailable
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- Issuer · 2026-07-15
NRGV
Energy Vault Holdings Inc
0.25%
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- Quote unavailable
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- Issuer · 2026-07-15
TXNM
Txnm Energy Inc
0.24%
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- Quote unavailable
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- Issuer · 2026-07-15
POR
Portland General Electric Co
0.23%
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- Quote unavailable
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- Issuer · 2026-07-15
FGXXX
First American Government Obligations Fund 12/01/2031
0.21%
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- Quote unavailable
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- Issuer · 2026-07-15
MWH
Solv Energy Inc
0.14%
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- Quote unavailable
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- Issuer · 2026-07-15
| Holding | Weight | Quote | Day | Score | Weight Δ | Receipt |
|---|---|---|---|---|---|---|
Ge Vernova Inc GEV | 9.46% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Eaton Corp Plc ETN | 8.52% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Vertiv Holdings Co VRT | 8.06% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Quanta Services Inc PWR | 7.81% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Bloom Energy Corp BE | 4.45% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Nvidia Corp NVDA | 4.07% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Broadcom Inc AVGO | 4.02% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Constellation Energy Corp CEG | 3.65% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Cameco Corp CCJ | 3.51% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Advanced Micro Devices Inc AMD | 2.56% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Dominion Energy Inc D | 2.09% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Nvent Electric Plc NVT | 2.01% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Xcel Energy Inc XEL | 2.00% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Vistra Corp VST | 1.98% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Hubbell Inc HUBB | 1.93% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Mastec Inc MTZ | 1.92% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Sterling Infrastructure Inc STRL | 1.58% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Public Service Enterprise Group Inc PEG | 1.56% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Pg&e Corp PCG | 1.32% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Bwx Technologies Inc BWXT | 1.31% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Generac Holdings Inc GNRC | 1.15% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Valmont Industries Inc VMI | 0.90% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Dycom Industries Inc DY | 0.87% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Argan Inc AGX | 0.79% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Evergy Inc EVRG | 0.76% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Nexgen Energy Ltd NXE | 0.73% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Oklo Inc OKLO | 0.72% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Enersys ENS | 0.70% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Marvell Technology Inc MRVL | 0.69% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Talen Energy Corp TLN | 0.65% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Uranium Energy Corp UEC | 0.56% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Forgent Power Solutions Inc FPS | 0.54% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Equinix Inc EQIX | 0.52% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Itron Inc ITRI | 0.51% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Denison Mines Corp DNN | 0.50% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Myr Group Inc MYRG | 0.50% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Fuelcell Energy Inc FCEL | 0.49% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Nuscale Power Corp SMR | 0.49% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Centrus Energy Corp LEU | 0.48% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Energy Fuels Inc/canada UUUU | 0.48% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Astera Labs Inc ALAB | 0.46% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Whitefiber Inc WYFI | 0.44% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Aes Corp/the AES | 0.43% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Shoals Technologies Group Inc SHLS | 0.43% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Atkore Inc ATKR | 0.42% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Nebius Group Nv NBIS | 0.41% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Arm Holdings Plc ARM | 0.40% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Digital Realty Trust Inc DLR | 0.40% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Pinnacle West Capital Corp PNW | 0.40% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
American Superconductor Corp AMSC | 0.39% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Lattice Semiconductor Corp LSCC | 0.35% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Digitalbridge Group Inc DBRG | 0.33% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Cipher Digital Inc CIFR | 0.32% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Gds Holdings Ltd GDS | 0.32% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Hut 8 Corp HUT | 0.32% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Mara Holdings Inc MARA | 0.32% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Bit Digital Inc BTBT | 0.31% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Preformed Line Products Co PLPC | 0.31% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
X-energy Inc XE | 0.31% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Cleanspark Inc CLSK | 0.30% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Eos Energy Enterprises Inc EOSE | 0.30% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Encore Energy Corp EU | 0.29% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Fluence Energy Inc FLNC | 0.29% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Hive Digital Technologies Ltd HIVE | 0.29% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Nano Nuclear Energy Inc NNE | 0.29% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Riot Platforms Inc RIOT | 0.29% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Vnet Group Inc VNET | 0.29% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Core Scientific Inc CORZ | 0.28% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Iren Ltd IREN | 0.28% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Keel Infrastructure Corp KEEL | 0.28% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Ur-energy Inc URG | 0.28% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Terawulf Inc WULF | 0.28% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Rambus Inc RMBS | 0.27% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Power Solutions International Inc PSIX | 0.26% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Applied Digital Corp APLD | 0.25% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Bitdeer Technologies Group BTDR | 0.25% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Net Power Inc NPWR | 0.25% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Energy Vault Holdings Inc NRGV | 0.25% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Txnm Energy Inc TXNM | 0.24% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Portland General Electric Co POR | 0.23% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
First American Government Obligations Fund 12/01/2031 FGXXX | 0.21% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Solv Energy Inc MWH | 0.14% | Quote unavailable | Move unavailable | Paid overlay | History building | Issuer · 2026-07-15 |
Sovereign and Reserve add holding Scores, aggregate fund context, change deltas, tracking, and export.
Unlock ETF intelligenceCoverage ledger
Holdings: 82 receipt-qualified rows from the issuer file dated 2026-07-15.
Quotes: 0.0% of holdings resolved to a current U.S. quote snapshot.
Scores: Available as a Sovereign or Reserve overlay; omitted from this response.
Fund holdings can change after the issuer as-of date. Net flow is shown only when a qualified flow source exists. AUM change is not labeled as flow.