Menu

Market Cap Distribution

Price Performance Heatmap

5Y Price (Market Cap Weighted)

All Stocks (246)

%
Company Market Cap Price
GOOG Alphabet Inc. 65%
Waymo provides Autonomous Driving Technology and related mobility solutions.
$2.87T
$236.57
-2.01%
TSLA Tesla, Inc. 95%
Tesla's core product line is Electric Vehicles, which the company directly designs, manufactures, and sells.
$1.33T
$413.49
-5.28%
BRK-A Berkshire Hathaway Inc. 65%
Automotive preventive maintenance services via Valvoline centers are part of Berkshire's operations.
$1.07T
$494.10
+0.07%
TOYOF Toyota Motor Corporation 95%
Toyota's electrified lineup and BEV strategy position Electric Vehicles as a core product.
$248.69B
$19.08
+0.99%
TM Toyota Motor Corporation 95%
Toyota directly manufactures and sells battery electric vehicles (BEVs) and BEV platforms.
$242.56B
$185.22
-2.20%
UBER Uber Technologies, Inc. 80%
Uber's strategic emphasis on Autonomous Vehicles and AV partnerships places it in the Autonomous Driving Technology theme.
$195.32B
$93.40
-3.01%
QCOM QUALCOMM Incorporated 70%
Autonomous Driving Technology covers Qualcomm's ADAS/AD hardware and software for automotive.
$168.64B
$153.59
-6.81%
ETN Eaton Corporation plc 60%
Auto Parts & Suppliers: Vehicle/eMobility segment provides power and hydraulic solutions for automotive applications.
$144.42B
$369.08
-2.71%
DE Deere & Company 65%
Deere is expanding Autonomous Driving Technology in its autonomous farming equipment.
$124.78B
$460.75
-0.35%
ADI Analog Devices, Inc. 65%
Automotive electronics supplier providing components for ADAS, electrification and in-vehicle systems.
$111.81B
$225.32
-5.22%
RACE Ferrari N.V. 95%
Ferrari directly produces electric vehicles (e.g., planned Elettrica) and in-house electric propulsion components.
$96.46B
$395.72
-4.01%
BP BP p.l.c. 80%
BP's EV charging network and related services make it a fit for EV Charging Infrastructure.
$90.95B
$33.49
-1.35%
BPAQF BP p.l.c. 75%
BP Pulse EV charging infrastructure is a direct product/service offering for electric vehicle charging.
$89.34B
$5.48
ORLY O'Reilly Automotive, Inc. 95%
ORLY is an auto parts retailer/distributor providing auto parts and accessories to DIY and professional customers.
$87.32B
$102.15
+2.23%
ITW Illinois Tool Works Inc. 90%
Automotive OEM segment directly aligns with ITW's role as a global supplier of auto components (auto parts & suppliers).
$71.76B
$244.93
-1.60%
GLW Corning Incorporated 75%
Automotive glass solutions form a major Automotive segment offering (auto parts & suppliers category).
$71.07B
$82.98
-5.05%
CVNA Carvana Co. 92%
Carvana functions as an auto dealership through its online platform, selling used vehicles directly to consumers.
$70.50B
$329.24
-8.54%
AZO AutoZone, Inc. 95%
AutoZone directly sells aftermarket auto parts and supplies via its retail network.
$68.17B
$4075.31
+2.22%
TEL TE Connectivity Ltd. 70%
Supplies automotive components and systems to auto manufacturers and suppliers, aligning with TE's automotive content exposure.
$63.63B
$214.57
-4.17%
CMI Cummins Inc. 80%
Cummins manufactures and supplies engine components and powertrain parts to OEMs, i.e., auto parts & suppliers.
$58.43B
$418.32
-1.38%
GM General Motors Company 95%
GM is a traditional auto manufacturer producing ICE and EV vehicles.
$53.22B
$55.35
-1.58%
NXPI NXP Semiconductors N.V. 80%
NXP serves as an automotive components supplier, i.e., Auto Parts & Suppliers.
$51.88B
$205.37
-7.10%
PCAR PACCAR Inc 92%
PACCAR's Parts segment is a core, high-margin aftermarkets business selling replacement parts and services.
$48.82B
$93.00
-2.63%
GRMN Garmin Ltd. 80%
Garmin serves as an auto OEM supplier, delivering domain controllers and related automotive components.
$47.76B
$248.03
-3.88%
HMC Honda Motor Co., Ltd. 95%
Honda is a leading global vehicle and motorcycle manufacturer, aligning with Traditional Auto Manufacturers.
$46.10B
$29.84
-1.78%
F-PD Ford Motor Company 6.500% Notes 95%
Ford Model E represents Ford's electric vehicle (EV) product line, a core direct offering.
$45.37B
$11.41
-1.21%
F Ford Motor Company 92%
Ford directly produces Electric Vehicles (Model e) and related EV platforms.
$45.37B
$11.41
-1.21%
BAIDF Baidu, Inc. 90%
Apollo Go delivers autonomous driving technology and driverless mobility services.
$44.49B
$15.75
+8.62%
CPRT Copart, Inc. 60%
Expansion into non-insurance channels (Blue Car, Dealers) engages with the auto dealership ecosystem.
$42.43B
$43.88
-0.76%
BIDU Baidu, Inc. 85%
Apollo Go is an autonomous driving service with Level 4 capabilities, aligning with Autonomous Driving Technology.
$42.36B
$121.69
-5.65%
HNDAF Honda Motor Co., Ltd. 90%
Honda is aggressively pursuing electrified vehicles, including BEV/HEV offerings, making Electric Vehicles a core product category.
$39.59B
$10.16
NBIS Nebius Group N.V. 65%
Nebius's Avride unit focuses on autonomous driving technology, a distinct product line.
$38.08B
$129.58
-3.98%
MCHP Microchip Technology Incorporated 60%
Auto Parts & Suppliers - automotive MCUs, ASMs, and connectivity components used in vehicles.
$36.10B
$65.16
-2.63%
STLA Stellantis N.V. 92%
Stellantis is a traditional auto manufacturer producing ICE, hybrid, and BEV vehicles.
$29.46B
$9.81
-8.06%
DIDIY DiDi Global Inc. 95%
DiDi is developing and deploying autonomous driving technology, including Level 4 software and driverless testing with a planned commercial rollout.
$29.29B
$6.11
-5.12%
GRAB Grab Holdings Limited 88%
Grab is pursuing autonomous driving technology through partnerships and future hybrid AV-human fleets to enhance mobility services.
$23.60B
$5.86
-4.25%
LI Li Auto Inc. 95%
Li Auto is a leading manufacturer of premium electric vehicles (BEVs and EREVs), directly producing and selling EVs.
$22.75B
$22.80
-4.00%
ON ON Semiconductor Corporation 60%
ON supplies automotive semiconductor components, aligning with Auto Parts & Suppliers in the auto value chain.
$21.52B
$50.96
+1.07%
XPNGF XPeng Inc. 95%
XPeng's core product line is electric vehicles (P7, G6, G9, X9 Kunpeng, etc.), evidenced by record deliveries and multiple model launches.
$21.32B
$11.97
CASY Casey's General Stores, Inc. 60%
The company provides EV charging infrastructure at multiple store locations as an expanding service offering.
$20.70B
$556.67
+0.73%
XPEV XPeng Inc. 95%
XPeng is an electric vehicle manufacturer delivering BEVs and related electric mobility solutions.
$19.90B
$21.02
-6.33%
GPC Genuine Parts Company 95%
Core business: distribution and sale of automotive replacement parts via the NAPA network.
$18.09B
$130.34
-0.90%
APTV Aptiv PLC 90%
Aptiv is a major auto parts supplier, fabricating electrical architectures, wire harnesses, and other automotive components directly sold to OEMs.
$17.57B
$80.70
-3.81%
SNA Snap-on Incorporated 90%
Snap-on directly manufactures and sells professional automotive tools and components through its Snap-on Tools Group and related product lines.
$17.12B
$327.33
-1.72%
RIVN Rivian Automotive, Inc. 95%
Rivian designs, manufactures, and sells electric vehicles (R1/R2) and uses a direct-to-consumer model.
$14.67B
$12.80
-2.44%
NIO NIO Inc. 95%
NIO directly designs and sells electric vehicles across three brands (NIO, ONVO, Firefly), the core product line.
$13.79B
$6.71
-9.81%
ITT ITT Inc. 90%
ITT's Friction/Auto segment produces automotive brake pads and related components for high-margin vehicle applications.
$13.45B
$170.91
-1.67%
FN Fabrinet 70%
Automotive segment contributes revenue; Fabrinet manufactures automotive components and related assemblies.
$12.97B
$361.94
-5.92%
JOBY Joby Aviation, Inc. 85%
Joby is developing autonomy technology for civil aerospace via integration with autonomous systems and ElevateOS.
$12.76B
$16.11
+2.45%
LECO Lincoln Electric Holdings, Inc. 85%
EV Charging Infrastructure via the Velion 150 kW charger extending LECO into electric vehicle charging market.
$12.72B
$227.93
-3.27%
MGA Magna International Inc. 92%
Magna is a leading global auto parts supplier and contract manufacturer (Body Exteriors & Structures, Seating Systems, Power & Vision, Complete Vehicles).
$12.51B
$43.54
-3.07%
YMM Full Truck Alliance Co. Ltd. 65%
Strategic investments in autonomous driving (Plus PRC) and deployment of an intelligent trucking fleet.
$12.26B
$11.78
-7.75%
MBLY Mobileye Global Inc. 90%
Autonomous Driving Technology encompasses Mobileye Drive, Surround ADAS, and Robotaxi platforms.
$11.56B
$14.24
-6.56%
PAG Penske Automotive Group, Inc. 95%
Penske Automotive Group's core business is franchised new and used car dealerships (Auto Dealerships).
$10.96B
$165.65
-1.35%
LYFT Lyft, Inc. 80%
Lyft has strategic AV partnerships and positions itself to integrate autonomous driving technology as a platform for AV commercialization.
$9.18B
$21.82
-0.73%
AUR Aurora Innovation, Inc. 92%
Aurora Driver is the core autonomous driving technology platform enabling driverless trucking operations.
$9.13B
$5.16
-6.01%
BWA BorgWarner Inc. 92%
BorgWarner is a global automotive supplier manufacturing powertrain components and related systems.
$9.05B
$41.21
-1.74%
ALV Autoliv, Inc. 92%
Autoliv is a leading designer/manufacturer of airbags, seatbelts, and passive safety systems, directly aligning with Auto Parts & Suppliers.
$8.94B
$115.59
-2.63%
AN AutoNation, Inc. 95%
AutoNation operates franchised new vehicle stores across 244 locations, making Auto Dealerships the core business.
$8.03B
$213.08
-3.07%
OSK Oshkosh Corporation 95%
Oshkosh manufactures electric vehicles, including NGDV and Volterra ZSL electric refuse/recycling vehicles.
$8.00B
$124.22
-6.33%
LAD Lithia Motors, Inc. 95%
Lithia is the franchised new and used car retailer with extensive dealership network.
$7.76B
$298.14
-2.01%
QRVO Qorvo, Inc. 65%
Auto parts/suppliers category applies to automotive-grade RF components and content growth.
$7.74B
$83.24
-6.95%
AGCO AGCO Corporation 80%
OutRun autonomous grain cart and other autonomous capability initiatives align with Autonomous Driving Technology.
$7.74B
$103.77
-4.96%
MOD Modine Manufacturing Company 75%
Modine supplies automotive cooling components (engine cooling modules, charge air coolers, EGR coolers) as auto parts & suppliers.
$7.61B
$145.23
-3.33%
TTC The Toro Company 80%
Toro offers electric-powered construction equipment (zero-emission solutions) as part of its alternative power strategy.
$7.60B
$74.24
-3.61%
VFS VinFast Auto Ltd. 95%
VinFast designs, manufactures, and sells electric vehicles (VF3, VF5, VF6, VF7, etc.).
$7.46B
$3.19
-2.74%
ALSN Allison Transmission Holdings, Inc. 92%
Allison Transmission designs and manufactures medium- and heavy-duty automatic transmissions and related torque converters, core auto-parts products.
$7.44B
$88.03
-0.40%
LKQ LKQ Corporation 92%
LKQ is a global distributor and seller of vehicle replacement parts and specialty aftermarket products, including salvage and remanufactured components.
$7.40B
$28.68
-2.48%
ZK ZEEKR Intelligent Technology Holding Limited 92%
Company is an electric vehicle manufacturer delivering premium NEVs (ZEEKR/Lynk & Co brands).
$7.33B
$28.70
-3.66%
PONY Pony AI Inc. American Depositary Shares 95%
Pony AI's core offering is the Gen-7 autonomous driving system and the PonyWorld AI model, i.e., autonomous driving technology.
$7.10B
$20.29
-11.59%
LCID Lucid Group, Inc. 92%
Lucid is an electric vehicle manufacturer, directly producing and selling Electric Vehicles (Air, Gravity, etc.).
$7.01B
$22.98
+1.55%
EMN Eastman Chemical Company 70%
Eastman provides automotive-focused polymer solutions and interlayers (e.g., auto interlayers) used by the vehicle industry.
$6.72B
$58.20
-5.24%
CRUS Cirrus Logic, Inc. 68%
Automotive market is a long-term opportunity for Cirrus Logic's audio, timing and haptic solutions as HPMS expands.
$6.53B
$124.27
-1.92%
KMX CarMax, Inc. 92%
CarMax operates as a national auto dealership network selling used vehicles (retail).
$6.48B
$43.17
-2.55%
GTES Gates Industrial Corporation plc 80%
Auto Parts & Suppliers maps to Gates' automotive replacement channel and personal mobility applications like e-bikes/scooters.
$6.30B
$24.45
-3.47%
GNTX Gentex Corporation 95%
Core automotive display technology including Full Display Mirrors and other automotive display surfaces.
$5.76B
$25.63
-2.47%
VNT Vontier Corporation 92%
EV Charging Infrastructure captures the company's core EV charging networks, turnkey Konect solution, and related software/hardware ecosystem.
$5.68B
$38.38
-3.42%
GPI Group 1 Automotive, Inc. 95%
Operates a network of franchised auto dealerships selling new and used vehicles and providing related services (aftersales, parts, F&I).
$5.40B
$417.65
-2.24%
LPL LG Display Co., Ltd. 63%
Automotive Displays captures a high-value OLED application segment with expected growth, representing a distinct investable theme within the display market.
$5.32B
$5.32
-6.17%
THO Thor Industries, Inc. 92%
THOR Industries is a leading RV manufacturer producing travel trailers, fifth wheels, and motorhomes sold through a dealer network, aligning with Traditional Auto Manufacturers.
$5.28B
$99.26
-3.56%
LEA Lear Corporation 92%
Lear is a global automotive supplier delivering seating and E-Systems components, i.e., Auto Parts & Suppliers.
$5.17B
$96.78
-2.85%
CAR Avis Budget Group, Inc. 85%
Avis Budget Group rents electric vehicles (e.g., in its Waymo partnership with all‑electric Jaguar I‑Pace fleet), making Electric Vehicles a direct product category for the company.
$5.17B
$146.99
-0.02%
TKR The Timken Company 85%
Timken directly designs and manufactures automotive OE bearings and aftermarket auto components, aligning with Auto Parts & Suppliers.
$4.95B
$70.79
-5.21%
DOOO BRP Inc. 92%
BRP directly designs and manufactures electric vehicles, including the Outlander Electric, making 'Electric Vehicles' a core product category.
$4.66B
$63.86
-3.24%
ABG Asbury Automotive Group, Inc. 92%
ABG operates franchised auto dealerships selling new and used vehicles.
$4.62B
$235.06
-4.09%
VVV Valvoline Inc. 95%
Direct service Valvoline provides at its centers (oil changes and preventive maintenance).
$4.56B
$35.53
-1.04%
ENPH Enphase Energy, Inc. 75%
EV charging infrastructure and charging hardware/software (IQ EV Charger 2.0, bidirectional charging).
$4.50B
$34.27
-7.38%
IEP Icahn Enterprises L.P. 92%
Valvoline network provides automotive preventive maintenance services directly.
$4.48B
$8.28
+1.10%
DORM Dorman Products, Inc. 92%
Dorman is a leading supplier of replacement automotive parts for the aftermarket, i.e., Auto Parts & Suppliers.
$4.32B
$141.68
-0.78%
ST Sensata Technologies Holding plc 78%
Automotive OEM supplier of sensors and automotive components (e.g., TPMS and safety sensors), aligning with Auto Parts & Suppliers.
$4.25B
$29.03
-7.64%
GHC Graham Holdings Company 80%
Valvoline/auto-services ecosystem includes Oil Change Services as a core offering.
$4.16B
$953.49
-5.77%
RUSHA Rush Enterprises, Inc. 100%
Direct provision of new and used heavy-, medium-, and light-duty commercial vehicles through Rush's franchised auto dealerships.
$4.02B
$51.70
-3.00%
BC Brunswick Corporation 60%
Engine P&A and other marine parts/accessories are direct product offerings.
$3.86B
$58.75
-5.10%
ATMU Atmus Filtration Technologies Inc. 80%
Auto Parts & Suppliers covers filtration components produced for heavy-duty vehicles.
$3.80B
$46.02
+0.68%
CBT Cabot Corporation 85%
CBT's conductive carbons and CNTs support Electric Vehicles (batteries and components) growth.
$3.72B
$69.18
-3.64%
AMBA Ambarella, Inc. 75%
CV3-AD and related products target automotive autonomy / ADAS, fitting Autonomous Driving Technology.
$3.61B
$84.28
-0.73%
PATK Patrick Industries, Inc. 90%
PATK manufactures and supplies automotive/or replacement components for RVs, powersports, and marine aftermarket, i.e., Auto Parts & Suppliers.
$3.25B
$97.27
-0.51%
HOG Harley-Davidson, Inc. 90%
Harley-Davidson's LiveWire electric motorcycles place the company in Electric Vehicles.
$3.17B
$26.06
-1.70%
PII Polaris Inc. 90%
Polaris directly manufactures auto parts, accessories, and components (PGA) as part of its product portfolio.
$3.16B
$56.30
-10.26%
VC Visteon Corporation 60%
Visteon operates as an auto parts supplier, designing and delivering cockpit electronics and systems.
$3.02B
$110.77
-2.03%
← Previous
1 2 3
Next →
Showing page 1 of 3 (246 total stocks)

Loading industry metrics...

Loading comparison data...

The most compelling investment themes are the ones nobody is talking about yet.

Every Monday, get three under-the-radar themes with catalysts, data, and stocks poised to benefit.

Sign up now to receive them!

Also explore our analysis on 5,000+ stocks