Is there an app that invests in the power and energy behind AI for me?

I'm Chris, one of the co-founders of Autopilot. There's a line in one Pilot's description that sums up this whole theme: the AI build-out is capped by watts, not chips.

Data centers need staggering amounts of electricity. Several Pilots built Portfolios around that, from different angles. Here they are.

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) Why power became an AI trade

For those unaware, every AI model runs in a data center, and data centers eat electricity. Building new generation, new grid connections, and new electrical equipment takes years.

When demand for power grows faster than the ability to deliver it, the companies that generate, move, and convert electricity can become bottlenecks. That's the thesis behind every Portfolio on this page.

2) The rules-based approach

AI Power Infrastructure, from Jonathan Bulmer, an independent Pilot, is rules-based. Companies are scored on how much of their revenue ties to AI power demand, their relevance, size, and liquidity, and it reconstitutes quarterly. The description argues this segment is underrepresented in most AI Portfolios. The full lineup is in Jonathan Bulmer's Portfolios on Autopilot.

3) The delivery-layer approach

Energized, from CV Research, an independent Pilot, owns only the delivery layer: the equipment and inputs that have to be installed before a server rack draws power. No chips, no memory, no cloud companies. Its description draws a line between power that's been announced and power that's actually been energized, and says the gap is where the money is. It's covered in CV Research's Portfolios on Autopilot.

4) The whole-chain approach

The Power Fund, from CTK Capital Intelligence, an independent Pilot, holds five positions, one for each link: fuel production, generation equipment, generation already built and connected, delivery infrastructure, and the equipment that distributes power where it's used.

The Energy Portfolio, from Polaron, an independent Pilot, covers the sector across five segments: clean energy and electrification, nuclear, integrated energy majors, regulated utilities, and oilfield services. Polaron uses round-the-clock news analysis and a knowledge graph of the sector as part of its process. It's covered in Polaron's Energy Portfolio on Autopilot.

5) The concentrated approaches

Watts & Wafers, from Molly Cantillon, an independent Pilot, calls itself a series of convex bets on what AI can't run without, meaning bets where the potential upside is meant to be much bigger than the downside. And Derek Quick's AI Nuclear Energy Fund goes at the same demand through nuclear and uranium, covered in Is there an app that invests in nuclear energy and uranium stocks for me?.

One name that sounds like it belongs here doesn't. LJ Eads's Strategic Power Portfolio is about strategic and defense power, not electricity. It's in LJ Eads's Portfolios on Autopilot.

6) The risk, said plainly

I want to be honest with you. Power has become a popular AI trade, and it all rests on a few huge companies continuing to spend on data centers. If that spending slows, this whole group can fall together.

Several of these Portfolios hold overlapping companies. Check before following more than one.

7) 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: AI power Portfolios on Autopilot bet that electricity, not chips, is the bottleneck. They range from a rules-based index to a delivery-layer Portfolio, a one-company-per-link chain, a sector-wide Portfolio, and concentrated bets. They overlap and move together, so check before stacking them.

Frequently asked questions

Is there an app that invests in AI power stocks for me?

Yes. Autopilot has several Portfolios from independent Pilots built around the electricity behind AI, including a rules-based power infrastructure index, a delivery-layer Portfolio, a whole-chain power Portfolio, and a sector-wide energy Portfolio.

AI power portfolio app

The AI power Portfolios on Autopilot take different approaches: rules-based scoring, delivery equipment only, one company per link in the power chain, or the full energy sector. Read each description in the app.

Can I follow an AI power 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.

Start Investing

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

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