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15 handpicked stocks

Powering The Driverless Fleet

Waymo's expansion into Dallas, supported by Avis for fleet management, signals a new investment frontier in autonomous vehicle support services. This theme focuses on the companies providing the essential infrastructure, maintenance, and operational logistics for the growing robotaxi industry.

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Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at July 30

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

GOOG

Alphabet Inc. - Class C Shares

GOOG

Current price

$204.91

Alphabet's Waymo unit is leading the robotaxi revolution with its Dallas expansion announcement.

GOOGL

Alphabet Inc (Google)

GOOGL

Current price

$203.90

Alphabet's Class A shares provide exposure to Waymo's autonomous vehicle technology leadership.

TSLA

Tesla, Inc.

TSLA

Current price

$330.56

Tesla's Full Self-Driving technology and robotaxi ambitions position it at the forefront of autonomous transportation.

About This Group of Stocks

1

Our Expert Thinking

Waymo's Dallas expansion with Avis validates a scalable business model for autonomous transportation. This creates a massive opportunity for companies providing the essential infrastructure, maintenance, and operational logistics that make robotaxi fleets possible at scale.

2

What You Need to Know

This is a growth-oriented theme focused on the support ecosystem rather than just the car manufacturers. These companies provide everything from advanced sensors and data management to fleet maintenance and charging infrastructure for autonomous vehicles.

3

Why These Stocks

Each company was handpicked by professional analysts for their integral role in the autonomous vehicle value chain. As driverless fleets expand globally, these businesses are positioned to benefit from the growing demand for specialized support services.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+96.45%

Group Performance Snapshot

96.45%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 96.45% over the next year.

12 of 14

Stocks Rated Buy by Analysts

12 of 14 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🚗

The Robotaxi Revolution Is Here

Waymo's Dallas expansion with Avis proves autonomous fleets are moving from concept to reality. The companies supporting this infrastructure are positioned for explosive growth as robotaxis scale globally.

First-Mover Advantage Window

We're at the early stages of a massive shift in transportation. Companies establishing themselves now in fleet management, sensors, and data processing could dominate this emerging market for decades.

💰

Massive Market Opportunity

The autonomous vehicle support services market is projected to grow exponentially as fleets expand. These aren't just car companies - they're the essential infrastructure powering the future of mobility.

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