Themes
Is there an app that invests in AI agent stocks for me?
The two AI agent Portfolios on Autopilot, why they make opposite bets on software and infrastructure, and how to follow one.
I'm Chris, one of the co-founders of Autopilot. AI agents, software that does tasks instead of just answering questions, are the thing everybody in tech is talking about.
Two Pilots on Autopilot built Portfolios around them, and they made opposite choices about where the money is. That's the useful part. Let me explain.
One thing first, because we're an SEC-registered investment adviser and I have to say it. Autopilot is the app. The actual investment advice comes from Autopilot Advisers, LLC. If you want the full legal version of anything in here, it's on our disclaimer page.
1) The theme
For those unaware, an AI agent is software that can take actions: browse, write code, fill in forms, run a workflow from start to finish. The bet behind this theme is that agents take over a lot of the work people do now.
The question an investor has to answer is who gets paid. The companies that build and run the agents, or the ones that supply what agents need to run?
2) The software answer
AI Agent Economy, from Jonathan Bulmer, an independent Pilot, bets on software. Its description's thesis is simple: agents need somewhere to work.
It's rules-based. It holds agent platforms, enterprise software where agents do the work, and the infrastructure they rely on, like data, security, identity, and monitoring, with direct agent platforms weighted more heavily. The full lineup is in Jonathan Bulmer's Portfolios on Autopilot.
3) The infrastructure answer
Agentic AI Backbone, from Colin Kolano, an independent Pilot, bets on the layer underneath: the chips, infrastructure, power, and security that agents depend on.
The description says Colin uses a team of AI agents to read news and filings daily and produce conviction scores as part of the process. So the agents are research tools. The full lineup is in Colin Kolano's Portfolios on Autopilot.
4) Which answer to pick
I want to be honest with you. Nobody knows yet how the money splits. In past technology waves, sometimes the infrastructure won early and the software won later. Sometimes the reverse.
Holding both is one way to avoid choosing, though they may still move together because they share one theme. Early themes are volatile, so size either one accordingly.
5) How following works
Pick a Portfolio, connect the brokerage you already use, and allocate money. You give Autopilot Advisers limited authority to send orders to the account you already have. When the Portfolio changes, we send them and your broker fills them. The money stays put.
A flat cash subscription, not a percentage of your balance. Per our Form CRS dated February 2026, Basic Tier has no Base Advisory and Licensing Fee, and Premium Tier is $29.99 to $199.99 a quarter or $99.99 to $699.99 a year. Pilot subscriptions are separate and add on for each Pilot you subscribe to. Because it's a flat dollar amount, it's a bigger share of a small account than a big one, so do the math at your balance.
TLDR: Two AI agent Portfolios on Autopilot make opposite bets: Jonathan Bulmer's holds the software where agents do work, and Colin Kolano's holds the chips, power and security agents run on. Nobody knows yet which layer gets paid most, and the theme is early and volatile.
Frequently asked questions
Is there an app that invests in AI agent stocks for me?
Yes. Autopilot has two AI agent Portfolios from independent Pilots: AI Agent Economy, which holds agent software platforms, and Agentic AI Backbone, which holds the chips, infrastructure, power, and security agents depend on.
AI agent portfolio app
The two AI agent Portfolios on Autopilot take opposite approaches, software versus infrastructure. Read each description, and remember the theme is early and volatile.
Can I follow an AI agent portfolio in my own brokerage account?
Yes. Pick one in the app, connect the brokerage you already use, and allocate money. When the Portfolio changes, Autopilot Advisers sends the orders and your broker fills them.
Since Autopilot Advisers is an SEC-registered investment adviser, we have to put disclaimers on stuff like this. They're below, and the full version is on our disclaimer page.
Disclosures
© Autopilot Holdings Corporation 2026 — All rights reserved. “Autopilot” refers to Autopilot Holdings Corporation and its wholly-owned, and separately managed subsidiaries, including Autopilot Advisers, LLC, an SEC-registered investment adviser. All investing is subject to investment risks, including possible loss of the principal invested, and past performance is not indicative of future results. View our Customer Relationship Summary and other important information at joinautopilot.com/disclaimer.
This information is provided by Autopilot for educational and illustrative purposes only and is not a recommendation, an offer to sell or the solicitation to buy any security. Autopilot relies on information from various sources believed to be reliable, including information from Clients, Pilots and other third parties, but cannot guarantee the accuracy or completeness of that information. Autopilot does not provide tax or legal advice and you are encouraged to consult with professionals before making investment decisions.
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