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Thematic investing trends electric vehicle thematic investing
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Electric vehicle thematic investing trends are supported by strong delivery data from Q2, showing a 23% YoY growth. Battery supply chain firms are projected to see margin boosts amid commodity price stabilization. Ready to uncover more transformative thematic investment ideas? Explore 36 cutting-edge investment themes with Zacks Thematic Investing Screens and discover your next big opportunity. The author or authors do not own shares in any securities mentioned in this article. Find out about Morningstar’s editorial policies . Cloud computing thematic investing trends hold firm, with enterprise migration rates sustaining a 12% annual growth pace. Market consensus suggests mid-cap SaaS companies could outpace forecasts by 300bps this quarter.