Holdings (Monthly)
Guide ↗
Defiance AI & Power Infrastructure ETF
· Tidal Trust II| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Quanta Services Inc | PWR | Feb 2026 | 83,440 | +46,833 | $59.4M | +188.1% | 7.91% | EC |
| 2 | Vertiv Holdings Co | VRT | Feb 2026 | 172,107 | +95,230 | $54.3M | +177.3% | 7.24% | EC |
| 3 | GE Vernova Inc | GEV | Feb 2026 | 55,874 | +32,551 | $54.1M | +165.5% | 7.21% | EC |
| 4 | Eaton Corp PLC | ETN | Feb 2026 | 133,126 | +110,701 | $53.3M | +2507.9% | 7.10% | EC |
| 5 | Bloom Energy Corp | BE | Feb 2026 | 125,242 | +82,250 | $35.7M | +433.3% | 4.75% | EC |
| 6 | Broadcom Inc | AVGO | Feb 2026 | 69,298 | +48,873 | $31.0M | +374.4% | 4.12% | EC |
| 7 | Cameco Corp | CCJ | Feb 2026 | 251,785 | +140,554 | $28.4M | +115.5% | 3.78% | EC |
| 8 | NVIDIA Corp | NVDA | Feb 2026 | 127,316 | +81,332 | $26.9M | +229.9% | 3.58% | EC |
| 9 | Constellation Energy Corp | CEG | Feb 2026 | 80,116 | +58,382 | $23.1M | +221.5% | 3.07% | EC |
| 10 | Advanced Micro Devices Inc | AMD | Feb 2026 | 39,898 | +21,010 | $20.6M | +444.5% | 2.74% | EC |
| 11 | MasTec Inc | MTZ | Feb 2026 | 42,249 | +23,664 | $16.0M | +188.6% | 2.13% | EC |
| 12 | Sterling Infrastructure Inc | STRL | Feb 2026 | 18,339 | +10,383 | $15.8M | +363.5% | 2.10% | EC |
| 13 | Hubbell Inc | HUBB | Feb 2026 | 26,982 | +15,150 | $12.8M | +111.1% | 1.70% | EC |
| 14 | Dominion Energy Inc | D | Feb 2026 | 178,620 | +109,200 | $12.0M | +172.8% | 1.59% | EC |
| 15 | Vistra Corp | VST | Feb 2026 | 70,630 | +43,120 | $11.3M | +136.6% | 1.51% | EC |
| 16 | Xcel Energy Inc | XEL | Feb 2026 | 138,228 | +91,548 | $11.0M | +182.4% | 1.46% | EC |
| 17 | Generac Holdings Inc | GNRC | Feb 2026 | 36,640 | +19,188 | $10.2M | +158.9% | 1.36% | EC |
| 18 | BWX Technologies Inc | BWXT | Feb 2026 | 48,582 | +27,450 | $9.5M | +118.6% | 1.27% | EC |
| 19 | Public Service Enterprise Grou | PEG | Feb 2026 | 110,130 | +68,402 | $8.7M | +141.2% | 1.15% | EC |
| 20 | Dycom Industries Inc | DY | Feb 2026 | 16,474 | +9,661 | $8.4M | +193.6% | 1.12% | EC |
| 21 | Marvell Technology Inc | MRVL | Feb 2026 | 37,763 | +11,986 | $7.7M | +267.6% | 1.03% | EC |
| 22 | ARM Holdings PLC | ARM | Feb 2026 | 21,678 | +6,905 | $7.7M | +306.8% | 1.02% | EC |
| 23 | Argan Inc | AGX | Feb 2026 | 11,009 | +6,140 | $7.3M | +234.2% | 0.98% | EC |
| 24 | Valmont Industries Inc | VMI | Feb 2026 | 14,083 | +7,926 | $7.3M | +158.5% | 0.97% | EC |
| 25 | Astera Labs Inc | ALAB | Feb 2026 | 20,262 | +7,613 | $6.9M | +362.2% | 0.93% | EC |
| 26 | PG&E Corp | PCG | Feb 2026 | 419,339 | +259,078 | $6.9M | +125.0% | 0.91% | EC |
| 27 | Oklo Inc | OKLO | Feb 2026 | 98,919 | +60,480 | $6.6M | +173.4% | 0.88% | EC |
| 28 | EnerSys | ENS | Feb 2026 | 28,628 | +15,340 | $6.5M | +195.6% | 0.87% | EC |
| 29 | NexGen Energy Ltd | NXE | Feb 2026 | 497,060 | +250,684 | $5.7M | +82.5% | 0.77% | EC |
| 30 | MYR Group Inc | MYRG | Feb 2026 | 12,293 | +6,952 | $5.7M | +296.5% | 0.76% | EC |
| 31 | Shoals Technologies Group Inc | SHLS | Feb 2026 | 427,344 | +277,487 | $5.3M | +498.7% | 0.71% | EC |
| 32 | American Superconductor Corp | AMSC | Feb 2026 | 96,302 | +55,745 | $4.9M | +271.3% | 0.65% | EC |
| 33 | Eos Energy Enterprises Inc | EOSE | Feb 2026 | 522,771 | +385,632 | $4.4M | +464.3% | 0.59% | EC |
| 34 | Evergy Inc | EVRG | Feb 2026 | 49,457 | +29,504 | $4.1M | +143.1% | 0.54% | EC |
| 35 | Equinix Inc | EQIX | Feb 2026 | 3,719 | +624 | $4.0M | +31.7% | 0.53% | EC |
| 36 | Lattice Semiconductor Corp | LSCC | Feb 2026 | 26,547 | +1,110 | $3.9M | +60.5% | 0.52% | EC |
| 37 | Energy Vault Holdings Inc | NRGV | Feb 2026 | 752,163 | +498,926 | $3.8M | +400.0% | 0.51% | EC |
| 38 | Rambus Inc | RMBS | Feb 2026 | 25,859 | +6,905 | $3.8M | +99.1% | 0.50% | EC |
| 39 | NuScale Power Corp | SMR | Feb 2026 | 287,371 | +195,946 | $3.6M | +209.9% | 0.48% | EC |
| 40 | Talen Energy Corp | TLN | Feb 2026 | 9,269 | +5,303 | $3.6M | +143.7% | 0.48% | EC |
| 41 | Itron Inc | ITRI | Feb 2026 | 41,538 | +23,773 | $3.4M | +105.3% | 0.46% | EC |
| 42 | Preformed Line Products Co | PLPC | Feb 2026 | 9,182 | +4,440 | $3.4M | +182.3% | 0.45% | EC |
| 43 | Denison Mines Corp | DNN | Feb 2026 | 959,183 | +399,664 | $3.3M | +42.7% | 0.44% | EC |
| 44 | NANO Nuclear Energy Inc | NNE | Feb 2026 | 111,814 | +74,372 | $3.2M | +224.4% | 0.43% | EC |
| 45 | Centrus Energy Corp | LEU | Feb 2026 | 17,492 | +10,261 | $3.2M | +117.9% | 0.43% | EC |
| 46 | Fluence Energy Inc | FLNC | Feb 2026 | 168,368 | +112,862 | $3.2M | +268.5% | 0.42% | EC |
| 47 | Digital Realty Trust Inc | DLR | Feb 2026 | 16,523 | +2,862 | $3.1M | +29.7% | 0.42% | EC |
| 48 | Net Power Inc | NPWR | Feb 2026 | 1,219,748 | +821,983 | $2.5M | +219.4% | 0.33% | EC |
| 49 | AES Corp/The | AES | Feb 2026 | 164,115 | +104,681 | $2.4M | +134.4% | 0.32% | EC |
| 50 | DigitalBridge Group Inc | DBRG | Feb 2026 | 150,549 | +16,992 | $2.4M | +14.1% | 0.31% | EC |
| 51 | First American Government Obli | FGXXX | Feb 2026 | 2,048,736 | +1,034,534 | $2.0M | +102.0% | 0.27% | STIV |
| 52 | Power Solutions International | PSIX | Feb 2026 | 47,648 | +29,120 | $2.0M | +28.4% | 0.26% | EC |
| 53 | Pinnacle West Capital Corp | PNW | Feb 2026 | 19,442 | +11,760 | $1.9M | +151.7% | 0.26% | EC |
| 54 | Portland General Electric Co | POR | Feb 2026 | 28,720 | +18,942 | $1.4M | +172.8% | 0.19% | EC |
| 55 | TXNM Energy Inc | TXNM | Feb 2026 | 23,948 | +14,560 | $1.4M | +155.9% | 0.19% | EC |