hero section gradient
16 handpicked stocks

The Engine Behind America's Trucks

Ford's recent 9.3% sales jump, powered by strong demand for its trucks and SUVs, highlights a resilient consumer appetite for larger vehicles. This trend creates a compelling investment case for the network of manufacturers and parts suppliers that form the backbone of the popular and profitable truck and SUV market.

Author avatar

Han Tan | Market Analyst

Published on August 2

Your Basket's Financial Footprint

Interpretation of market capitalisation breakdown for 'The Engine Behind America's Trucks' basket.

Key Takeaways for Investors:
  • Large-cap dominance typically means lower volatility, broader market-like returns, and reduced idiosyncratic risk.
  • Suitable as a core holding for diversification; not primarily a speculative growth allocation.
  • Generally expect steady, long-term appreciation rather than rapid, short-term gains.
Total Market Cap
  • GM: $62.15B

  • DORM: $4.52B

  • SUP: $9.02M

  • Other

About This Group of Stocks

1

Our Expert Thinking

Ford's impressive 9.3% sales jump reveals a powerful trend in the automotive sector. Consumer preference for larger vehicles like trucks and SUVs remains remarkably strong, even as hybrid models gain traction over pure electric vehicles. This sustained demand creates a compelling investment opportunity that extends far beyond individual automakers to the entire supply chain ecosystem.

2

What You Need to Know

This group focuses on the network of manufacturers and parts suppliers that form the backbone of America's truck and SUV market. These companies specialise in critical components like engines, drivetrains, and chassis systems. As a thematic and cyclical play, this collection offers tactical exposure to the ongoing strength of the North American automotive market.

3

Why These Stocks

These stocks were carefully selected by professional analysts to capture the investment opportunity created by sustained truck and SUV demand. Each company plays a vital role in the supply chain, from major manufacturers to specialised parts suppliers. When consumer appetite for larger vehicles increases, these companies are positioned to benefit from increased orders and revenue.

Why You'll Want to Watch These Stocks

🚛

America's Truck Boom

Ford's 9.3% sales surge proves consumers still love their trucks and SUVs. This trend is creating massive opportunities for the entire supply chain that builds these popular vehicles.

Hybrid Revolution Underway

While pure electric vehicles stumble, hybrid trucks and SUVs are accelerating past expectations. The companies making these components are positioned for significant growth as this shift continues.

🔧

Supply Chain Goldmine

When truck sales jump, parts suppliers win big. These carefully selected companies make the engines, drivetrains, and chassis that power America's favourite vehicles.

Get the full story on this Basket. Read our detailed article on its risks and potential.

Read Full Insight

Why Invest with Nemo Money?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Opportunities

Automotive Semiconductor Gap Explained | Market Shift

Automotive Semiconductor Gap Explained | Market Shift

A major semiconductor supplier's export ban from China is halting vehicle production, creating a potential opening for other chip manufacturers. This theme identifies alternative semiconductor companies poised to fill the critical supply gap for the automotive industry.

Brazil Smart Farming Tech Investment Basket 2025

Brazil Smart Farming Tech Investment Basket 2025

As Brazil solidifies its role as a global agricultural leader, advanced technologies are unlocking new levels of productivity and sustainability for its farms. This basket offers exposure to the US and EU-listed companies providing the essential hardware, software, and data analytics driving this transformation.

Weight-Loss Drug M&A: Valuation Risk Concerns

Weight-Loss Drug M&A: Valuation Risk Concerns

Novo Nordisk's superior bid for Metsera has ignited a bidding war with Pfizer, highlighting the intense M&A activity in the obesity drug market. This theme focuses on other biotech companies with promising weight-loss therapies that could become the next acquisition targets.

Frequently Asked Questions