Friday, March 25, 2022

EVs -- Thematic Investing -- Autonomous Driving AKA EVs -- March 25, 2022

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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