Tesla

Aptiv

Rivian Automotive

NXP Semiconductors

Uber

Gentex

Lucid Group

Lyft

Allegro MicroSystems

Sensata Technologies Hld

Fidelity Electric Vehicles and Future Transportation ETF

FDRV tracks a modified market-cap-weighted index of companies that are involved in the production of electric and/or autonomous vehicles or other initiatives regarding the future of transportation.

First Trust NASDAQ Global Auto Index Fund

Global X Autonomous & Electric Vehicles ETF

First Trust Nasdaq Transportation ETF

KraneShares Electric Vehicles & Future Mobility Index ETF

Look at Auto ETFs as companies report third-quarter 2024 earnings.

Assessing What Q3 Earnings Means for Auto ETFs

Amplify Lithium & Battery Technology ETF

IQ Cleaner Transport ETF

SPDR S&P Kensho Smart Mobility ETF

iShares Self-Driving EV and Tech ETF

Global X Lithium & Battery Tech ETF

SmartETFs Smart Transportation & Technology ETF

As an ex-future mobility research analyst, I spent a lot of time looking at financial statements and there was very little to see. New entrants in the space had no revenues (and if they had revenues then they had no profitability) and there was very little proof that they would hit their targets.

Future Mobility ETFs: Rerouting the Auto Industry

Fidelity Cloud Computing ETF

Fidelity Digital Health ETF

Fidelity Covington Trust-Fidelity Crypto Industry And Digital Payments Etf

Fidelity Covington Trust-Fidelity Metaverse Etf

Advisors and investors don't lack options when it comes to thematic investing strategies. The thematic index ETF suite from Fidelity can offer exposure to many of the long-term disruptors looking ahead and may be worth consideration.

Thematic Investing with Fidelity Passive ETFs

CSOP FTSE China A50 ETF

Xtrackers Harvest CSI 300 China A-Shares ETF

Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF

VanEck China Bond ETF

Global X China Consumer ETF

VanEck Vectors ChinaAMC SME-ChiNext ETF

iShares MSCI China A ETF

Invesco China Technology ETF

WisdomTree China ex-State-Owned Enterprises Fund

iShares MSCI China Small-Cap ETF

iShares MSCI Hong Kong ETF

iShares MSCI Taiwan ETF

First Trust China AlphaDEX Fund

Franklin FTSE China ETF

Franklin FTSE Hong Kong ETF

Franklin FTSE Taiwan ETF

iShares China Large-Cap ETF

ProShares UltraShort FTSE China 50

SPDR S&P China ETF

KraneShares MSCI All China Index ETF

KraneShares Bosera MSCI China A Share ETF

KraneShares CICC China 5G and Semiconductor Index ETF

Kraneshares MSCI China Environment Index ETF

KraneShares SSE STAR Market 50 Index ETF

KraneShares Hang Seng Tech Index ETF

KraneShares MSCI All China Health Care Index ETF

KraneShares CSI China Internet ETF

iShares MSCI China ETF

Invesco Golden Dragon China ETF

Rayliant Quantamental China Equity ETF

Franklin Templeton Dragon Fund

ProShares Ultra FTSE China 50

Direxion Daily FTSE China Bear 3X Shares

Direxion Daily FTSE China Bull 3X Shares

ProShares Short FTSE China 50

Concerns about “overcapacity” arise primarily for goods linked to high-wage jobs, not for low-wage industries like clothing or toys. China sees its success as a result of a system that blends state coordination with market forces.

Thinking Hard About The China Overproduction Narrative

Capitalize on the optimistic Q4 earnings of the automobile companies with these ETFs.

Automobile ETFs in Focus After Optimistic Q4 Earnings

Throughout the year, persistent inflation — including everyday costs like gasoline and groceries — has eaten into wage growth and created a broad impact across the labor market.

Auto Strike Not a Large Strike Out for EV ETFs

ARK Industrial Innovation ETF

Three investment return trends related to the green transition concern me. These apply across all sectors but to automotive in particular.

The Auto Sector's Green Transition: Three Roads To Lower Returns?

Autonomous vehicles could be one of the most productive innovations of all time, impacting global gross domestic product (GDP) by approximately 20% over the next decade. Weighing the potential positive economic impacts of autonomous taxis against the potential negative economic impacts, ARK estimates that net GDP gains could approach $26 trillion by 2030.

Autonomous Taxis May Have The Most Impact On GDP Of Any Innovation In History

VanEck Video Gaming and eSports ETF

Invesco Dynamic Semiconductors ETF

Tema American Reshoring ETF

VanEck Vectors Semiconductor ETF

iShares PHLX Semiconductor ETF

Engine No 1 Transform Supply Chain ETF

Technology Select Sector SPDR Fund

SPDR S&P Semiconductor ETF

The technology sector is on a tear again, rebounding mightily in the first half from its devastating year in 2022. The Technology Select Sector SPDR Fund (XLK) up about 40% year-to-date and has almost reached its levels at the end of 2021.

VettaFi Voices On: Targeting Semiconductors in Tech Investing

Despite tougher rules for tax credits, US electric vehicle sales (including plug-in hybrids) are expected to grow to 1.4mn in 2023, accounting for 10% of total light-duty vehicle sales. This puts the US EV market in a better position to achieve the 2030 'step-up scenario' we've outlined.

U.S. Electric Vehicle Market Set For Sustained Growth Despite Stricter Subsidy Rules

Global X Copper Miners ETF

United States Copper Index Fund

iPath Bloomberg Copper Subindex Total Return ETN

iPath Bloomberg Nickel Subindex Total Return ETN

The mining sector has underinvested over the last few years due, in part, to COVID and an emphasis on capital discipline. The speed at which regulators and carmakers want to drive the transition to EVs suggests that battery metals will increasingly be in short supply.

Carmakers Are Chasing Miners

This note takes a brief look at Ford's data, examines EVs from a thematic ETF perspective, and looks deeper into profitability issues from an ex sell-side analyst perspective. U.S. battery electric vehicle sales grew 65.8% in 2022, according to Kelley Blue Book data.

EV ETFs: Ford, Affordability, And Looking Forward

The recently passed IRA and IIJA will direct billions of dollars toward EVs and EV infrastructure over the next decade. The IRA and IIJA are already combining to materially impact the capacity of domestic EV supply chains with new commitments across vehicle manufacturers, mining, and battery production.

How The EV Supply Chain Is Responding To The Inflation Reduction Act

We expect that global car sales will rise by approximately 4% in 2023 despite a downbeat outlook for the global economy. This is due to more consistent production volumes, the delayed demand backlog and positive growth expectations for China.

Car Market Outlook 2023: Seeing Is Believing

Albemarle

ChargePoint Holdings

Freeport-McMoRan

Electric vehicle stocks had a rough ride in 2022, all thanks to shortages of essential supplies, sky-high inflation, rising interest rates and issues over the pandemic. However, don't count them out just yet.

5 Electric Vehicle Stocks with the Strongest Growth Potential

Ideanomics NextGen Vehicles & Technology ETF

Some listed European EV-charging leaders reported 200% year-over-year sales growth in the first half of 2022. Not everyone has a driveway or dedicated parking space, and more than 40% of potential EV drivers in Europe don't have the option of charging at home.

The Electrifying EV-Charging Market

Baidu

General Motors

Alphabet

Not long ago, driverless vehicles were the stuff of science fiction. Today, the rollout of autonomous vehicles is rapidly gathering pace across the globe.

Your Robo-Taxi Has Arrived

Blink Charging

Canoo

Li Auto Inc.

With the electric vehicle story only expected to accelerate, here are just some of the top EV stock picks for 2023. We already know that governments all over the world want millions of them on the roads in the future.

7 Electric Vehicle Stocks to Take Seriously in 2023

Aside from the supply shortage, one of the biggest buzzwords in the commercial vehicle industry over the past few years has revolved around electric vehicles (EVs). Alongside delivery vans and buses, the commercial vehicle industry also includes Class 4-8 medium and heavy trucks.

Fuel For Thought: The Future Of EVs And Alternative Propulsion In The Commercial Vehicle Market

On projected volume of approximately 1.139 million units, US auto sales in October will reach a seasonally adjusted annual rate (SAAR) of 14.7 million units, according to S&P Global Mobility estimates. Hindered by higher interest rate settings and lower levels of jobs growth than previously anticipated, consumers are expected to retrench - thereby becoming a major input factor to auto demand levels over the next 12-18 months.

S&P Global Mobility Predicts Strong Monthly SAAR For October

The cumulative impacts of supply shocks on auto manufacturing in North America and globally continue to severely constrain sales by limiting the availability of new inventory to consumers. Despite the tight inventory industrywide, the battery-electric vehicle segment continues to see share gains.

Supply Constraints, Lack Of Inventory Cap U.S. Light Vehicle Sales In September

Fidelity Clean Energy ETF

BOSTON--(BUSINESS WIRE)--Fidelity Investments expands thematic fund lineup with the launch of four new thematic ETFs.

Fidelity® Grows Thematic Fund Lineup With Launch of Four New ETFs

News for Fidelity Electric Vehicles and Future Transportation ETF ETF (FDRV)