This carefully selected group of stocks represents the companies building the technological backbone of self-driving vehicles. Handpicked by our professional analysts, these stocks capture the suppliers of essential components that will power the robotaxi revolution.
Published on July 20
Uber's 20,000-vehicle autonomous deployment isn't just a test—it's a full commercial rollout that signals the robotaxi era has officially begun. These tech suppliers are essential to making it all work.
Each autonomous vehicle requires multiple high-value components that need regular upgrades. As fleets scale from thousands to millions, component suppliers could see sustained demand growth for years.
Instead of guessing which car company will win the self-driving race, these stocks let you invest in the essential technology that powers ALL autonomous vehicles, regardless of the manufacturer.
Uber's massive 20,000-vehicle autonomous fleet deployment signals a turning point for self-driving technology. Rather than betting on which carmaker wins, we've identified the specialized tech suppliers that provide critical components to the entire industry, positioning them for growth regardless of which manufacturer leads.
This group focuses on the infrastructure layer of autonomous vehicles, not car manufacturers themselves. These companies provide the essential sensors, computing chips, and safety systems that every self-driving car needs, creating multiple revenue opportunities through both initial installations and regular technology upgrades.
We've selected companies positioned at critical points in the autonomous vehicle supply chain. From semiconductor firms designing AI chips to specialists in LiDAR and radar technology, these stocks represent essential component suppliers that should benefit as robotaxi fleets scale from testing to commercial deployment.
Market capitalisation breakdown for the provided Autonomous Vehicle Technology Enablers basket.
NVDA: $4.40T
MBLY: $12.22B
QCOM: $181.96B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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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.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
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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:
+103.10%
On average, analysts expect assets in this group to grow 103.1% over the next year.
13 of 17 assets in this group are rated Buy by professional analysts.
