Why it matters
EV makers and autonomous-driving tech. These themes often connect to policy, commodity cycles, infrastructure spending and long investment lead times.
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Electric & Autonomous Vehicles
EV makers and autonomous-driving tech.
The shift to electric and autonomous vehicles is reshaping the auto industry — from EV manufacturers to the sensing, chips and software behind self-driving. This collection curates the pure-play EV and autonomy names.
What to check next
Check backlog quality, project execution, input costs, balance-sheet resilience and sensitivity to commodity prices or government budgets.
Main risk
Cyclical demand, cost overruns, regulation and commodity volatility can overwhelm even a strong long-term infrastructure or energy story.
| Company | Market | Market Cap | Reward | Risk | Yield | |
|---|---|---|---|---|---|---|
| Tesla IncTSLA | $1.5T | — | ||||
| Rivian Automotive IncRIVN | $19.0B | — | ||||
| Li Auto IncLI | $18.7B | — | ||||
| Xpeng IncXPEV | $17.1B | — | ||||
| Aptiv PLCAPTV | $14.6B | — | ||||
| Nio Inc Class A ADRNIO | $13.1B | — | ||||
| Aurora Innovation IncAUR | $9.7B | — | ||||
| Mobileye Global Inc. Class A Common StockMBLY | $7.4B | — | ||||
| Pony AI Inc. American Depositary SharesPONY | $5.9B | — | ||||
| Lucid Group IncLCID | $3.3B | — | ||||
| WeRide Inc. American Depositary SharesWRD | $3.1B | — | ||||
| Ouster, Inc. Common StockOUST | $1.2B | — | ||||
| Evgo IncEVGO | $862.4M | — | ||||
| Innoviz TechnologiesINVZ | $185.8M | — | ||||
| ChargePoint Holdings IncCHPT | $142.2M | — | ||||
| Blink Charging CoBLNK | $101.7M | — |
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Frequently asked questions
What is the Electric & Autonomous Vehicles collection?
EV makers and autonomous-driving tech. It currently holds 16 stocks, each rated by Openbook's Reward and Risk scores. The shift to electric and autonomous vehicles is reshaping the auto industry — from EV manufacturers to the sensing, chips and software behind self-driving.
How are Electric & Autonomous Vehicles stocks selected?
Electric & Autonomous Vehicles is a curated basket of companies with direct exposure to this theme, screened against live market data and ranked by market capitalisation.
How often is the Electric & Autonomous Vehicles list updated?
It is rebuilt from live market data, so the constituents and their rankings update as prices and company fundamentals change — there is no fixed, hand-edited list.
How should I use the Reward and Risk ratings?
Openbook's Reward rating combines a stock's growth, momentum, profitability and valuation into a single 0–100 score, and the Risk rating scores financial strength, volatility and size. Use them to compare names within this theme — broadly, a higher Reward alongside a lower Risk is more attractive. They are quantitative research signals, not investment advice.
Openbook Reward and Risk ratings and factor scores are quantitative signals for research, not investment advice. Data may be delayed. Some US-listed names carry partial factor coverage.