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3 Straightforward ETF Plays to Build AI Exposure Into a Portfolio
Written by Nathan Reiff. Publication Date: 3/2/2026.
Key Points
- NVIDIA's strong Q4 results cap a banner 2025 for AI, suggesting the industry's rapid expansion still has room to run and investors can still find entry points.
- AI infrastructure ETFs like TCAI and AIPO offer diversified, low-effort exposure to the energy, data center, and technology companies powering the AI buildout.
- KraneShares' KOID fund targets the emerging humanoid robotics market, a space Morgan Stanley analysts project could reach $5 trillion in annual revenue by 2050.
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Exceptional Q4 earnings and an impressive end to 2025 for tech leader NVIDIA Corp. (NASDAQ: NVDA) suggest the AI phenomenon isn't fading anytime soon. Despite concerns about a bubble, the AI industry continues to expand rapidly and is increasingly difficult for many sectors to ignore. For investors, there may still be opportunities to gain exposure to AI companies and benefit from sustained growth, even though numerous names in the space have already posted notable rallies.
The AI landscape is evolving quickly, and selecting individual public companies to form a broad bet on the sector can be challenging—especially for investors who aren't following every update. Fortunately, several straightforward AI-focused exchange-traded funds (ETFs) offer different strategies to capture the theme with a single, low-effort investment. Not all of these funds are identical, and a few newer entrants to the AI ETF universe are standing out.
AI Infrastructure Investments at a Fairly Reasonable Cost
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An AI-centered ETF may seem surprising from Tortoise Capital, which is best known for energy-focused strategies. Still, the Tortoise AI Infrastructure ETF (NYSE: TCAI) targets the infrastructure that supports AI, making it an energy-adjacent play. TCAI's active management strategy focuses on three categories tied to AI: energy, data centers, and technology.
That approach gives TCAI exposure to three different—but equally important—components of the AI ecosystem. Energy holdings include companies that provide electrical power, such as Constellation Energy (NASDAQ: CEG). The data-center segment features firms like Vertiv Holdings Co. (NYSE: VRT), while the technology bucket includes firms developing infrastructure hardware and software. Altogether, TCAI holds roughly four dozen names.
Launched in August 2025, TCAI has delivered about 27% year-to-date (YTD). The fund's expense ratio is a modest 0.65% for an actively managed ETF. As a newer product, TCAI remains small—with assets under management (AUM) of $79 million and a one-month average trading volume under 38,000 shares.
An Alternative to TCAI With a Higher Asset Base and Trading Volume
The Defiance AI & Power Infrastructure ETF (NASDAQ: AIPO) offers another route to AI infrastructure exposure. It tracks an index of companies in AI hardware, data centers, and power infrastructure, and stands to benefit from growth across the support network that enables AI.
There is naturally some overlap between AIPO and TCAI, but AIPO's roster is broader and places additional emphasis on utilities and construction-related companies across roughly 60 holdings. Despite that breadth, AIPO is relatively concentrated: about one-third of its assets are in just four companies.
Since its July 2025 launch, AIPO has accumulated nearly $250 million in AUM and trades far more actively than TCAI, with a one-month average volume around 340,000 shares. YTD it hasn't quite matched TCAI's performance but has still significantly outperformed the broader market with gains exceeding 21% this year. AIPO carries an expense ratio of 0.69%, which is fairly comparable to TCAI's 0.65%.
A Comprehensive Bet on Humanoid Robots
The KraneShares Global Humanoid and Embodied Intelligence ETF (NASDAQ: KOID) takes a different tack. Rather than focusing solely on conventional AI software, KOID targets companies designing, building, and enabling "embodied intelligence"—including humanoid robots and related technologies. This area sits at the intersection of AI, advanced materials, and machine learning and could benefit many industries; Morgan Stanley analysts have suggested it might reach $5 trillion in annual revenue by 2050.
KOID's portfolio spans semiconductor makers, actuation and mechanical-systems firms, sensing-hardware companies, and manufacturers—so it's not a pure-play AI fund but is closely connected to the AI systems being deployed today.
KOID has an expense ratio of 0.69%, matching AIPO, and has returned more than 15% YTD. Based on its first and only dividend payment to date, KOID also provides a modest dividend yield of 0.87%.
Axon Got Caught in the SaaS Crash—Its Earnings Say That Was a Mistake
Written by Leo Miller. Publication Date: 2/26/2026.
Key Points
- Axon shares surged after Q4 earnings, snapping a months-long selloff that had cut the stock roughly in half from its all-time high.
- The broader SaaS panic dragged Axon down alongside pure software names, but the company's hardware-integrated model may make that comparison a poor one.
- Analysts still see meaningful upside even after trimming their price targets post-report.
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After being battered in the second half of 2025 and early 2026, shares of defense company Axon Enterprise (NASDAQ: AXON) have staged a strong rebound. Following its Q4 financial results on Feb. 24, Axon shares jumped nearly 18% the next day.
Notably, Axon reached an all-time high closing price near $871 in August 2025. Before the company's latest earnings report, the stock had fallen roughly 50% from that peak.
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Even after the recent spike, Wall Street analysts remain generally bullish on the name.
So, what drove Axon's steep sell-off, and are the concerns about the company justified?
Axon's Sky-High P/E and the SaaS Scare
Axon's astronomical forward price-to-earnings (P/E) ratio— which peaked near 130x in August—was a major contributor to its decline. The firm was also swept up in the 2026 "SaaSpocalypse," which accelerated the sell-off.
Before the latest results, Axon shares were down more than 20% in 2026. Many of the largest single-day declines for the stock coincided with broad sell-offs across the software sector, suggesting that AI-disruption fears were spilling over into Axon.
That simultaneous decline, however, appears misplaced. It points to investors indiscriminately selling software-related names rather than assessing AI risk on a company-by-company basis.
Why Axon's Hardware-to-Software Flywheel Mitigates AI Risk
Axon benefits from a key reality that is unlikely to change soon: law enforcement relies heavily on physical intervention. AI cannot physically restrain or arrest someone, which meaningfully limits AI-disruption risk among Axon's primary customers—police and other agencies.
Yes, Axon has a substantial software business that could theoretically face AI-related pressure. But hardware remains central to its strategy. Consider the product that put Axon on the map: tasers. These are physical devices Axon has developed for decades; an AI startup can't replicate them through "vibe-coding."
Taser sales remain a meaningful and growing revenue stream. They grew 32% in Q4 2025 and accounted for roughly one-third of the company's full-year revenue, leaving a large portion of Axon's business at minimal risk from AI substitution.
Crucially, Axon's software is integrated with its hardware rather than operating as a standalone business. Its body cameras record video that feeds the company's digital evidence management platform, generating subscription revenue. Many of Axon's other software products rely on data produced by those body cameras.
For example, Draft One creates an initial draft of officers' incident reports using body-camera audio, saving time versus fully manual report writing and letting officers focus more on preventing and investigating crime.
To disrupt Axon's software business, competitors would likely need to displace its body-camera ecosystem as well. An AI startup could theoretically build cameras and layer software on top, but that would force agencies to replace established systems, retrain personnel, and risk scrutiny if evidence handling suffered. Given Axon's strong trust and familiarity with agencies, that's a tall order.
As Axon collects more device data, its software should only improve, giving the company a meaningful head start against potential competitors.
Analysts See Material Upside After Strong Results
Axon's latest earnings reinforce the strength of the business. The company beat expectations on revenue and adjusted earnings per share (EPS), with revenue rising 39%. Future contracted bookings—the value of signed contracts yet to be fulfilled—climbed 43% to $14.4 billion, a sizable backlog compared with the $2.8 billion in total revenue Axon generated in 2025.
Axon also reported a notable net revenue retention rate of 125%, meaning existing customers increased spending by about 25% year over year—an indicator that its products are delivering growing value.
By 2028, Axon is targeting revenue of $6 billion, implying roughly 29% annual growth over the next three years. The company also aims to expand its adjusted EBITDA margin by 250 basis points to 28%.
The MarketBeat consensus price target for Axon sits near $763, implying about 45% upside. After the report, analysts trimmed their targets; the average updated target is nearer $654, which still implies roughly 25% upside. Those lower targets largely reflect adjustments following the stock's precipitous fall, not a negative interpretation of the company's results.
Overall, Axon's outlook appears promising, and the AI-disruption fears surrounding the stock seem overblown.
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