July 29, 2025

FRANKFURT, Germany – July 29, 2025 – MarketVector Indexes™ (“MarketVector”), a leading provider of multi-asset and digital asset index solutions, has licensed its MarketVector™ US Listed AI and Power Infrastructure Index (MVAIPO) to serve as the underlying benchmark for a newly launched Defiance AI & Power Infrastructure ETF (AIPO) from thematic asset manager Defiance ETFs.

The licensing reflects growing investor demand for access to companies at the intersection of two long-term economic drivers: artificial intelligence and critical energy infrastructure. As AI expands across industries and applications, its physical footprint, in the form of semiconductors, data centers, and energy-intensive operations, is reshaping power demand forecasts and grid modernization efforts.

“AI is not just a software revolution. It’s a hardware and infrastructure story, and that side of the equation is only beginning to reprice,” said Josh Kaplan, Director of Research at MarketVector. “This index focuses on the companies at the core of that buildout, including data centers, chipmakers, and energy innovators. The AIPO ETF gives investors targeted access to both sides of this secular transformation.”

MVAIPO tracks the performance of companies contributing to AI and power infrastructure through nuclear and decentralized energy technologies, electric grid equipment, utilities, engineering and construction services, data center operations, and AI-specific computing hardware. The index is reviewed quarterly and constructed with rules-based diversification, offering exposure to a high-conviction theme supported by strong underlying fundamentals. EBITDA and net income margins are projected to expand over the coming years, with return on equity expected to grow from 8% in 2025 to nearly 15% by 2027.

To learn more about the index, visit the MarketVector™ US Listed AI and Power Infrastructure Index page.

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