Stellantis is bringing back its legendary SRT performance division, creating exciting opportunities throughout the automotive supply chain. This collection features carefully selected stocks of parts makers and retailers positioned to benefit from this high-performance resurgence.
Published on July 3
The revival of Stellantis' legendary SRT division signals a significant investment in high-performance vehicles that could create years of demand for specialized parts and components.
From turbochargers to digital cockpits, these companies represent the critical suppliers who stand to win lucrative contracts as new SRT models enter development across Dodge, Jeep, and Ram brands.
This collection gives you early exposure to a strategic shift in the automotive industry before the full market impact of SRT's revival is widely recognized and priced into these stocks.
This theme captures the ripple effect of Stellantis reviving its Street and Racing Technology division. As new high-performance vehicles enter development, the companies supplying everything from turbochargers to specialized electronics are positioned for potential growth in both OEM supply and aftermarket sales.
This is a tactical, event-driven investment opportunity within the automotive sector. These stocks represent various segments of the performance parts ecosystem, including direct suppliers to Stellantis and aftermarket distributors who may benefit as the SRT enthusiast market expands.
Each company was selected based on its strategic position within the performance automotive supply chain. From manufacturing critical components like turbochargers and suspension systems to distributing specialized parts, these businesses are directly aligned with SRT's revival.
Aggregate and breakdown of market capitalisation for the SRT Revival: Performance Parts basket.
GTX: $2.52B
BWA: $9.48B
MOD: $8.23B
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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GARRETT MOTION INC
GTX
Current Price
$27.19
As a leading manufacturer of turbochargers, Garrett Motion is poised to benefit from the development of new high-performance SRT engines that will lik...
As a leading manufacturer of turbochargers, Garrett Motion is poised to benefit from the development of new high-performance SRT engines that will likely require advanced boosting technology.
BorgWarner
BWA
Current Price
$67.34
BorgWarner supplies a wide range of powertrain components, including turbochargers and drivetrain systems, making it a critical supplier for the devel...
BorgWarner supplies a wide range of powertrain components, including turbochargers and drivetrain systems, making it a critical supplier for the development of new SRT performance vehicles.
MODINE MANUFACTURING CO
MOD
Current Price
$192.85
High-performance SRT engines generate significant heat, increasing the demand for Modine's advanced thermal management and cooling solutions to ensure...
High-performance SRT engines generate significant heat, increasing the demand for Modine's advanced thermal management and cooling solutions to ensure reliability and peak performance.
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On average, analysts expect assets in this group to grow 135.29% over the next year.
10 of 14 assets in this group are rated Buy by professional analysts.
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:
+135.29%
