Electric and Autonomous Vehicle Stocks

Electric and autonomous vehicle technology is transforming the transportation industry. Adoption of electric vehicles is in early stages but accelerating as costs decline, range improves, and governments provide incentives. Autonomous driving technology is also nascent, but it has the potential to disrupt commercial transportation, improve safety, and become a standard feature in future vehicles. Companies that produce the best technology to enable electric and autonomous vehicles will likely command premium pricing power. This targeted list targets companies best positioned to benefit from increasing adoption of electric vehicles and autonomous driving technology based on the forward-looking insights of Morningstar’s equity research team.
Screen With Investor
Name
Sector
Morningstar Rating for Stocks
Fair Value
Economic Moat
Market Cap
Albemarle Corp
ALB
Basic MaterialsLOCK|fRLOCK|J%%t$11B
Analog Devices Inc
ADI
TechnologyLOCK|Z>LOCK|Xl$189B
Aptiv PLC
APTV
Consumer CyclicalLOCK|.>$@?<$@LOCK|X^X$9B
Celanese Corp Class A
CE
Basic MaterialsJkLOCK|@Q$5B
Diodes Inc
DIOD
TechnologyLOCK|%.$dQl$>LOCK|%v!B$4B
DuPont de Nemours Inc
DD
Basic MaterialsLOCK|tCLOCK|M&$B$18B
Eastman Chemical Co
EMN
Basic MaterialsG@LOCK|r^$7B
Intel Corp
INTC
Technology^H$LOCK|!@W$460B
Joby Aviation Inc
JOBY
IndustrialsLOCK|$j>k%XLOCK|@ZZ$5B
Lattice Semiconductor Corp
LSCC
TechnologyLOCK|.$tW^%xLOCK|K#D@<$14B
Lucid Group Inc Shs
LCID
Consumer CyclicalLOCK|j!S<VX%LOCK|#x$1B
Microchip Technology Inc
MCHP
Technologym@^LOCK|?l$40B
NVIDIA Corp
NVDA
Technology#%SLOCK|<<$5T
NXP Semiconductors NV
NXPI
TechnologyV@pLOCK|X%W$59B
ON Semiconductor Corp
ON
TechnologyJ#dLOCK|blfhJ$28B
Qualcomm Inc
QCOM
TechnologyLOCK|$!LOCK|>!g$$188B
QuantumScape Corp Ordinary Shares - Class A
QS
Consumer CyclicalLOCK|?!<?k>LOCK|?qr$2B
Sensata Technologies Holding PLC
ST
TechnologysC?LOCK|>wX$6B
TE Connectivity PLC Registered Shares
TEL
Technology%C@LOCK|^N^y$60B
Tesla Inc
TSLA
Consumer CyclicaltVRLOCK|^%TJ$1T
Texas Instruments Inc
TXN
TechnologyLOCK|l$LOCK|^#G$260B

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