Anyone know of an AI Energy and Infrastructure ETF - minus semiconductor?
u/greenpride32 ·
Reddit — r/stocks
· May 07, 2026 at 17:01
· ⬆ 20 pts
· 💬 13 comments
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The closest match I could find is AIPO - it has exactly the names I want GEV CEG VRT VST ETN BE TLN CCJ. But despite the focus being energy, grid and data center operations, it does sneak in AI hardware. I don't hold any of those individually so the ETF is great and more concentrated exposure compared to the broad indices.
But it also has \~10% AVGO/NVDA/AMD which I already have too much exposure by holding individually, through SMH and through QQQM and VOO. Then to lesser weights it overlaps further with MRVL ARM amongst others.
I'll probably still take some bites if I can't find something better, but ideally searching for either no semi or less weight in semi.