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ALL
AUM
$44347500
P/E ratio
39
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--
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$25.45
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3 Stocks Put Traders Are Targeting Today
On Holding AG (NYSE: ONON) is down 2.6% at $26.44 today, the footwear stock extending its recent slide to trade around two-year lows.
Schaeffers Research • Sep 17, 2026

Sylvia Jablonski on Memory, Photonics "Fuel" Powering AI, ETFs Tied to Trade
Nvidia (NVDA) showed the AI trade remains very much alive, says Sylvia Jablonski, along with how important everything that energizes AI really is. She talks about how memory and photonics "fuel the engine" to AI, pointing to several ETFs investors can use to add exposure to portfolios.

AI Power Demand Doubles By 2027: Here's Ways To Position
AI-driven data center power demand is transforming utilities from defensive income plays to growth vehicles, with demand expected to more than double by 2027. Investors can choose between aggressive growth via Defiance AI & Power Infrastructure ETF (AIPO) or lower-volatility, regulated exposure through Utilities Select Sector SPDR ETF (XLU).
Seeking Alpha • Aug 31, 2026

Utilities Are Up 8% on AI Power Demand. The Fund Actually Building the Data Centers Is Up 40%
The Utilities Select Sector SPDR Fund (NYSEARCA:XLU) has quietly become one of the more popular AI-adjacent trades on Wall Street.
24/7 Wall Street • Aug 5, 2026

AIPO: All Around Power Exposure To The AI Revolution
The Defiance AI & Power Infrastructure ETF offers targeted exposure to the accelerating AI-driven infrastructure buildout, focusing on power, grid, and data center assets. AIPO is rated a BUY, supported by robust hyperscaler CapEx, nuclear deal momentum, and potential Fed policy shifts, despite elevated valuation multiples. Top holdings like GE Vernova, Eaton, Vertiv, and Quanta Services are positioned to benefit from multi-year order backlogs and secular electricity demand growth.
Seeking Alpha • Aug 6, 2026

AIPO: Industrial AI And Power Stocks Struggle Amid Jumpy Treasury Rates
The Defiance AI & Power Infrastructure ETF is rated hold, reflecting fair valuation and heightened volatility amid macro headwinds. AIPO's 31x P/E and 18.7% long-term EPS growth yield a reasonable PEG of 1.66x, but technicals signal caution after breaking key support levels. The fund's concentration in Industrials, Utilities, and Energy exposes it to both AI-driven growth and sector-specific risks.
Seeking Alpha • Jul 30, 2026

Mag-7 Suffers Biggest Rout Since April 2025: ETFs to Buy
The Mag-7 erased nearly $800 billion in value as AI spending worries resurfaced. Here are the ETF themes that could benefit from the shift.
Zacks Investment Research • Jul 24, 2026

The AI Trade Is Getting Harder to Pick, But These 3 ETFs Take a Different Route
Following a 7% pullback earlier in June, the tech-heavy Nasdaq-100 has bounced back more than 5% as bullish investors demonstrate that they believe the artificial intelligence (AI) trade still has plenty of room to run. But with volatility remaining elevated, investors are finding it increasingly difficult to identify potential individual winners.
MarketBeat • Jun 18, 2026

Bottom of the Stack: ETFs Fueling the AI Power Play
Markets have treated AI as a gold rush of LLMs, chips and cloud applications, but as the industry shifts from chatbots to agentic systems — AI that autonomously runs workflows and makes decisions — hyperscalers are now facing a brutal physical bottleneck.
ETF Trends • Jun 9, 2026

These ETFs Owned Russell 2000's Biggest Winners Before They Soared 400%+ In 2026
Investors searching for the biggest stock winners of 2026 may be surprised to learn they already own some of them through small-cap ETFs.
Benzinga • Jun 3, 2026

¹ Disclosures

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