Rivian's R2 launch isn't just a new car — it's a signal that affordable electric vehicles are becoming a reality for everyday consumers. The companies supplying that transition are already moving.
From solid-state breakthroughs to lithium supply chains, the technology powering tomorrow's EVs is being built right now. Investors who spot these opportunities early could be well positioned.
Professional analysts have handpicked every stock in this group based on their role in the growing EV ecosystem. This isn't a guess — it's a carefully considered view of where the industry is heading.
This basket's total market capitalisation is 1,482,702.9597 and is overwhelmingly dominated by a single very large-cap holding, which tends to anchor performance and reduce volatility.
TSLA: $1.47T
MBLY: $6.37B
LAC: $1.14B
Rivian's unveiling of the more affordable R2 SUV lineup marks a turning point for mainstream electric vehicle adoption. As automakers push prices down to reach more consumers, the entire EV ecosystem — from battery producers to software developers — stands to benefit. This group captures that broader opportunity, targeting the companies that make mass-market electrification possible.
This is a thematic, growth-oriented group with exposure across multiple parts of the EV value chain. It includes not just vehicle manufacturers, but also raw material miners, battery technology companies, and automotive software firms. Because many of these businesses are in earlier stages of growth, this group may carry higher risk alongside its potential for reward — something to keep in mind when considering your investment approach.
These stocks were handpicked by professional analysts to reflect the full supply chain behind affordable electric vehicles. From lithium miners like Lithium Americas and Piedmont Lithium to semiconductor leaders like Mobileye and Indie Semiconductor, each company plays a specific role in enabling volume EV production. They weren't chosen at random — they represent the infrastructure behind a major shift in global transport.
Rivian's introduction of the more affordable R2 SUV lineup marks a crucial turning point for the company's mass-market ambitions and production scale. This strategic move creates compelling investment opportunities across the electric vehicle supply chain, particularly for battery producers, raw material miners, and automotive software developers.
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Published on March 16
Gilead Sciences has secured FDA approval for a new once-daily HIV combination pill, streamlining therapy for millions of suppressed patients. This regulatory milestone spotlights investment opportunities in pioneering biopharmaceutical companies and drug delivery developers focused on advanced antiviral treatments.
Disney is suing the FCC to block an early license review of its ABC stations, arguing the move is politically motivated retaliation against its news coverage. This unprecedented legal battle highlights the growing regulatory risks for traditional broadcasters and underscores the structural advantages of unregulated digital streaming platforms.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
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Here are a few of the assets in this group. Create an account to unlock the full list.
TESLA INC
TSLA
Current Price
$364.49
As an industry leader in mass-market electric vehicles, Tesla's battery technology and software advancements benefit from broader EV supply chain grow...
As an industry leader in mass-market electric vehicles, Tesla's battery technology and software advancements benefit from broader EV supply chain growth.
LITHIUM AMERICAS CORP
LAC
Current Price
$2.91
Lithium Americas is developing the Thacker Pass lithium deposit, providing a critical domestic supply of raw materials for North American EV battery p...
Lithium Americas is developing the Thacker Pass lithium deposit, providing a critical domestic supply of raw materials for North American EV battery production.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+170.54%
On average, analysts expect assets in this group to grow 170.54% over the next year.
9 of 13 assets in this group are rated Buy by professional analysts.
