·Explore Trends
Trend

Electric Vehicles

Every major car market in the world is mandating a shift to electric vehicles over the next decade. This is not a trend — it is a regulatory inevitability. The question is which companies will win as the transition accelerates.

25
companies
13
pure play
10
major beneficiary
2
indirect exposure
Pure Play
Core business is this trend
TSLATSLA
TSLA
Tesla
Pure Play

Built the EV market from scratch. Sells more EVs than any other Western company and operates the largest charging network in the world. Also developing autonomous driving software (FSD) and humanoid robots (Optimus).

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RIVNRIVN
RIVN
Rivian
Pure Play

Makes electric trucks and delivery vans. Has a 100,000-van contract with Amazon. Backed by Amazon and Volkswagen. Targets commercial and adventure truck buyers that Tesla does not specifically serve.

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FF
F
Ford
Pure Play

Scores 9/10 for Electric Vehicles. Also relevant to Auto Industry Disruption and Battery Technology.

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NIONIO
NIO
NIO
Pure Play

Scores 9/10 for Electric Vehicles. Also relevant to Battery Technology and Autonomous Driving.

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ONON
ON
ON Semiconductor
Pure Play

Scores 9/10 for Electric Vehicles.

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TXNTXN
TXN
Texas Instruments
Pure Play

Scores 9/10 for Automotive Chips.

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NXPINXPI
NXPI
NXP Semiconductors
Pure Play

Scores 9/10 for Automotive Chips. Also relevant to Electric Vehicles.

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STMSTM
STM
STMicroelectronics
Pure Play

Scores 9/10 for Automotive Chips. Also relevant to Electric Vehicles.

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TMTM
TM
Toyota
Pure Play

Scores 9/10 for Hybrid Vehicles. Also relevant to Electric Vehicles and Auto Industry Disruption.

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STLASTLA
STLA
Stellantis
Pure Play

Scores 9/10 for Electric Vehicles. Also relevant to Auto Industry Disruption and Battery Technology.

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FCXFCX
FCX
Freeport-McMoRan
Pure Play

Scores 9/10 for Copper Demand (EVs). Also relevant to Electric Vehicles.

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LYFTLYFT
LYFT
Lyft
Pure Play

Scores 9/10 for Autonomous Vehicles.

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LCIDLCID
LCID
Lucid Motors
Pure Play

Scores 9/10 for Electric Vehicles. Also relevant to Luxury EVs and EV Battery Tech.

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