Defiance AI & Power Infrastructure ETF is trading 3.2% up today as its industrials-heavy portfolio benefits from a rotation into infrastructure and logistics names following a preliminary U.S.–Iran peace agreement.
- The agreement is expected to reopen traffic through the Strait of Hormuz, significantly easing energy and shipping risks for industrial sectors.
- While the broader market and tech sectors face pressure from the Fed's signal of no rate cuts in 2026, the ETF's 53.5% industrials weighting is driving relative outperformance as energy and logistics firms rally.