Volkswagen, Ford, GM, and others are actively reshaping their production lines away from pure EVs. Getting in early on this realignment could mean positioning yourself ahead of the crowd.
Gasoline trucks, SUVs, and hybrid models are among the most profitable vehicles on the market. As automakers lean back into these lines, the companies in this group are built to benefit.
This group was hand-selected by professional analysts specifically in response to a real-world industry event. These aren't random picks — they're a carefully considered response to a trend that's already in motion.
This basket's total market capitalisation is $550.29B and is heavily weighted toward a few very large-cap stocks. That concentration likely gives the basket a more stable, lower-volatility profile than a small-cap or pure growth basket.
TM: $331.78B
GM: $69.36B
F: $49.10B
Volkswagen's decision to halt U.S. production of its electric ID.4 SUV is a signal of a much bigger industry shift. Global automakers are pulling back on aggressive electrification targets and refocusing on the gasoline and hybrid vehicles that still generate the most profit. This basket captures that strategic pivot — from manufacturers to parts suppliers to dealership networks — all positioned to benefit from the extended life of traditional powertrains.
This group spans the full automotive value chain: legacy carmakers, specialist auto parts suppliers, and large dealership operators. What they share is meaningful exposure to hybrid and internal combustion engine (ICE) vehicles at a time when consumer demand for these models remains resilient. This is a tactical, thematic group — meaning it's built around a specific industry trend rather than a single company or sector.
Each stock in this group was handpicked by professional analysts specifically in response to Volkswagen's headline announcement and the broader retreat from pure EVs across the industry. The selection covers manufacturers adjusting their assembly lines, suppliers whose components are in sustained demand, and retailers capitalising on strong ICE and hybrid vehicle sales — offering a well-rounded view of who stands to gain from this shift.
Volkswagen is halting U.S. production of its electric ID.4 SUV to focus on more profitable gasoline and hybrid models. This pivot highlights an industry-wide trend of automakers adjusting their EV strategies in response to shifting consumer demand.
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Published on April 10
Disney is suing the FCC to block an early license review of its ABC stations, arguing the move is politically motivated retaliation against its news coverage. This unprecedented legal battle highlights the growing regulatory risks for traditional broadcasters and underscores the structural advantages of unregulated digital streaming platforms.
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.
+5
Here are a few of the assets in this group. Create an account to unlock the full list.
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:
+5.16%
On average, analysts expect assets in this group to grow 5.16% over the next year.
10 of 15 assets in this group are rated Buy by professional analysts.
