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|j&LOCK|!#LrC$12B
Analog Devices Inc
ADI
TechnologyLOCK|WVLOCK|fD<$196B
Aptiv PLC
APTV
Consumer CyclicalLOCK|.y%LTl^&LOCK|Qmx$9B
Celanese Corp Class A
CE
Basic Materials<>LOCK|&d^Fw$5B
Diodes Inc
DIOD
TechnologyLOCK|W.L&%!&pTLOCK|BgmK$4B
DuPont de Nemours Inc
DD
Basic MaterialsLOCK|rnLOCK|mFK>?$17B
Eastman Chemical Co
EMN
Basic MaterialsR^wLOCK|^Rz#$7B
Intel Corp
INTC
TechnologyLOCK|^@LOCK|Qd$634B
Joby Aviation Inc
JOBY
IndustrialsLOCK|&^WC!m@LOCK|#B$6B
Lattice Semiconductor Corp
LSCC
TechnologyLOCK|.ZQQlLOCK|d?><#$18B
Lucid Group Inc Shs
LCID
Consumer CyclicalLOCK|RGMHw&FLOCK|%f$2B
Microchip Technology Inc
MCHP
TechnologypYGLOCK|H<C$43B
NVIDIA Corp
NVDA
TechnologyLOCK|gWLOCK|$>$6T
NXP Semiconductors NV
NXPI
TechnologyLOCK|tkLOCK|dN$60B
ON Semiconductor Corp
ON
TechnologyLOCK|BPLOCK|^?&XS$31B
Qualcomm Inc
QCOM
Technology!k?LOCK|><$!@$194B
QuantumScape Corp Ordinary Shares - Class A
QS
Consumer CyclicalLOCK|T>PbcLOCK|@L@$3B
Sensata Technologies Holding PLC
ST
Technology@pLOCK|^fk$6B
TE Connectivity PLC Registered Shares
TEL
TechnologyLOCK|<@LOCK|&wF?$63B
Tesla Inc
TSLA
Consumer CyclicalgkMLOCK|!Nlgt$1T
Texas Instruments Inc
TXN
TechnologyK<JLOCK|!C$257B

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