Self-driving vehicles, robotaxi platforms and autonomy software stacks.
62.8% of companies showed increased active positions
Inflow ↑
Active institutional exposure flipped from a net outflow of $4.7 billion in Q1 2026 to a net inflow of $34.9 billion in Q2 2026. 62.8% of companies in this theme saw increased active positions in Q2 2026.
EV manufacturers, charging infrastructure and battery supply chains.
57.7% of companies showed increased active positions
Inflow ↑
Active institutional exposure flipped from a net outflow of $6.0 billion in Q1 2026 to a net inflow of $7.7 billion in Q2 2026. 57.7% of companies in this theme saw increased active positions in Q2 2026.