A brokerage firm provides lists of 25 stocks for various "thematic" portfolios.
Here is the 25-stock list for an "autonomous driving aka EV" portfolio:
Consumer discretionary:
- F
- LAZR
- GOEV
- GM
- VNE
- MGA
- APTV
- TM
- VC
- LEA
- TSLA
Information technology:
- AEVA
- OUST
- INVZ
- VLDR
- BB
- INTC
- HIMX
- ALGM
- TSEM
- NVDA
- AMBA
Industrials:
- UBER
- LYFT
Communications services:
- BIDU
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