{"url":"https://etfiq.com/rankings/themes-largest-ai-infra","section":"rankings","title":"The largest AI infrastructure ETFs | ETFIQ","description":"The largest AI infrastructure ETFs, ranked by net assets, as of Oct 2, 2026. 7 funds from ETFIQ\u2019s own published figures. A ranking is not a recommendation.","as_of":"Oct 2, 2026","structured_data":[{"@type":"ItemList","name":"The largest AI infrastructure ETFs","numberOfItems":7,"itemListOrder":"https://schema.org/ItemListOrderDescending","itemListElement":[{"@type":"ListItem","position":1,"name":"AIPO","url":"https://etfiq.com/funds/aipo"},{"@type":"ListItem","position":2,"name":"TCAI","url":"https://etfiq.com/funds/tcai"},{"@type":"ListItem","position":3,"name":"CHPX","url":"https://etfiq.com/funds/chpx"},{"@type":"ListItem","position":4,"name":"IVEP","url":"https://etfiq.com/funds/ivep"},{"@type":"ListItem","position":5,"name":"AIHY","url":"https://etfiq.com/funds/aihy"},{"@type":"ListItem","position":6,"name":"CAPA","url":"https://etfiq.com/funds/capa"},{"@type":"ListItem","position":7,"name":"AINF","url":"https://etfiq.com/funds/ainf"}]},{"@type":"Dataset","name":"The largest AI infrastructure ETFs","description":"The largest AI infrastructure ETFs, ranked by net assets, as of Oct 2, 2026. 7 funds from ETFIQ\u2019s own published figures. A ranking is not a recommendation.","url":"https://etfiq.com/rankings/themes-largest-ai-infra","dateModified":"2026-10-02","creator":{"@id":"https://etfiq.com/#org"},"license":"https://etfiq.com/license/","isAccessibleForFree":true,"creditText":"ETFIQ (etfiq.com)","publisher":{"@id":"https://etfiq.com/#org"},"inLanguage":"en","creativeWorkStatus":"Published","distribution":[{"@type":"DataDownload","encodingFormat":"application/json","contentUrl":"https://etfiq.com/data/thematic.json"}],"variableMeasured":["Weight overlap with the S&P 500","Active share","Holdings","Top ten share of the fund","Total return","Fee for the differing part","Expense ratio"],"keywords":["exchange-traded funds","ETF","Thematic ETFs","fund data","SEC filings"]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"Rankings","item":"https://etfiq.com/rankings/"},{"@type":"ListItem","position":3,"name":"The largest AI infrastructure ETFs","item":"https://etfiq.com/rankings/themes-largest-ai-infra"}]},{"@type":"WebPage","name":"The largest AI infrastructure ETFs","description":"The largest AI infrastructure ETFs, ranked by net assets, as of Oct 2, 2026. 7 funds from ETFIQ\u2019s own published figures. A ranking is not a recommendation.","url":"https://etfiq.com/rankings/themes-largest-ai-infra","dateModified":"2026-10-04","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"speakable":{"@type":"SpeakableSpecification","cssSelector":[".lede"]},"publisher":{"@id":"https://etfiq.com/#org"}}],"characters":3010,"truncated":false,"content":"ETFIQ / Rankings / The largest AI infrastructure ETFs \n \n As of Oct 2, 2026 . Rebuilt every trading night.\n The largest AI infrastructure ETFs\n Every fund here is sold on AI infrastructure. What each one holds, and how much of it the S&P 500 already holds for you, is the column beside the size.\n The largest AI infrastructure ETFs, ranked by net assets, as of Oct 2, 2026. Source: ETFIQ. # Ticker Fund Net assets Weight in S&P 500 companies Total return, 1Y Fee Source \n 1 AIPO Defiance AI & Power Infrastructure ETF $925m 63.0% +24.2% 0.69% Issuer daily, Oct 2, 2026 \n 2 TCAI Tortoise AI Infrastructure ETF $217m 63.2% +56.7% 0.65% SEC filing, May 31, 2026 \n 3 CHPX Global X AI Semiconductor & Quantum ETF $125m 62.1% +98.8% 0.50% Issuer daily, Oct 2, 2026 \n 4 IVEP Dan IVES Wedbush AI Power & Infrastructu $19m 67.1% too new 0.75% SEC filing, Jul 31, 2026 \n 5 AIHY Defiance AI Hyperscale Leaders ETF $17m not published too new 0.76% Issuer daily, Oct 2, 2026 \n 6 CAPA Defiance AI Capacitors Leaders ETF $4m not filed too new not filed Issuer daily, Oct 2, 2026 \n 7 AINF Defiance Inference AI Chip ETF $518,954 not published too new 0.65% Issuer daily, Oct 2, 2026 \n \n Method\n The 11 ETFs in the ai infrastructure and chips theme, of which 7 publish net assets, ranked on the most recent figure for each. Across the funds listed here the weight held in S&P 500 companies runs from 62.1% to 67.1%. Size is not a measure of anything a fund did. It is where the money is. The ranking is the published field sorted, nothing else: no scoring, no weighting and no view on any fund. Every fund ETFIQ covers in this category is eligible, including funds that have closed, because leaving them out would flatter the category.\n Where to next\n Every AI infrastructure ETF and what it holds The thematic ETFs least like the S&P 500 Where these figures came from\n Fund holdings from SEC Form N-PORT and from the issuers own daily files SEC EDGAR, full-text search of fund filings SEC Form N-PORT, what a fund filed it holds Rule 19a-1, what a distribution notice must say ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.\n A ranking is not a recommendation and no order on this site is an opinion. ETFIQ is an independent publisher, not an adviser. Standards and sources \n Cite this page. ETFIQ, The largest AI infrastructure ETFs, ranked by net assets, data as of Oct 2, 2026. https://etfiq.com/rankings/themes-largest-ai-infra Free to use with attribution ; the underlying files are at Open data .\n Other forms Plain ETFIQ, The largest AI infrastructure ETFs, ranked by net assets, data as of Oct 2, 2026. https://etfiq.com/rankings/themes-largest-ai-infra APA ETFIQ. (Oct 2, 2026). The largest AI infrastructure ETFs, ranked by net assets. Retrieved from https://etfiq.com/rankings/themes-largest-ai-infra Markdown [The largest AI infrastructure ETFs, ranked by net assets (ETFIQ, Oct 2, 2026)](https://etfiq.com/rankings/themes-largest-ai-infra)","source":"ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.","publisher":{"@id":"https://etfiq.com/#org","name":"ETFIQ","url":"https://etfiq.com"},"license":"https://etfiq.com/license/","citation":"ETFIQ, as of Oct 2, 2026. https://etfiq.com/rankings/themes-largest-ai-infra"}