BlackBerry's shares rallied sharply after the company reported strong earnings driven by its QNX automotive software division and robust cybersecurity demand. This successful turnaround highlights a broader investment opportunity in the fast-growing embedded systems and connected vehicle technology sectors.
Published on April 10
Every new vehicle rolling off the production line is packed with software, sensors, and connected systems. The companies in this group are building the digital backbone that makes it all work — and the opportunity is enormous.
As vehicles connect to the internet, they become targets. Experts are watching cybersecurity firms in this space closely, knowing that protecting connected vehicles is fast becoming a non-negotiable — and highly profitable — necessity.
BlackBerry's impressive earnings surge — driven by a $950 million QNX royalty backlog — showed the market exactly what's possible when a company locks in a strong position within the connected vehicle software space. This could just be the beginning.
BlackBerry's recent earnings surge — fuelled by surging demand for its QNX automotive software and cybersecurity divisions — signals a much bigger shift in the market. Modern vehicles are rapidly becoming complex, connected computers on wheels. This group is built around the idea that the companies providing the software, security, and embedded systems behind this transformation stand to benefit enormously as the automotive world goes digital.
This is a growth-oriented group, meaning these companies are positioned around future opportunity rather than steady, established income. The basket spans several connected areas: embedded vehicle software, autonomous driving platforms, IoT fleet management, and enterprise cybersecurity. Because this theme touches multiple fast-moving sectors, it offers a broad range of exposure — but also carries the typical risks associated with technology and innovation-focused investing.
These stocks were handpicked by professional analysts to capture the full spectrum of the connected vehicle opportunity. From direct automotive software pure-plays like BlackBerry and Mobileye, to established auto-parts makers pivoting to tech, and leading cybersecurity firms protecting vehicle networks — each company was selected because it plays a meaningful role in the digitisation of modern mobility. This isn't a random collection; it's a carefully considered thematic portfolio.
The basket's total market capitalisation is 331,964.5992 and is anchored by a small number of large-cap constituents that dominate its weighting. This concentration suggests a generally stable, large-cap profile, likely exhibiting lower idiosyncratic volatility than a small‑cap basket.
CRWD: $99.93B
PANW: $135.43B
MBLY: $6.07B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Here are a few of the assets in this group. Create an account to unlock the full list.
+6
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:
+32.85%
On average, analysts expect assets in this group to grow 32.85% over the next year.
12 of 14 assets in this group are rated Buy by professional analysts.
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