The electric vehicle revolution is taking steam, and while automakers may be an obvious way to create a boom, the broader supply chain could also present opportunities for manufacturers. invest. These companies include battery manufacturers, chemical and technology companies, as increased electrification and automation will boost the electronic content of each vehicle. The Global X Autonomous and Electric Vehicle ETF is one of a number of ETFs that offer a way to invest in a basket of stocks across the entire supply chain. A quarter of the 75 component stocks are tech names, with industrials and materials stocks, as well as auto stocks, making up the rest. To identify the stocks that analysts are most bullish on, CNBC Pro screened the ETFs on FactSet for stocks that were rated as buy by the majority of analysts. Analysts also think these stocks have the potential to increase in value by at least 20% on average over the next 12 months. 122% growth potential In addition to a host of automakers already on display – including Tesla, General Motors, Volkswagen, Stellantis and Hyundai – a standout alternative stock. It’s a plug-in hydrogen fuel cell maker, which is given by analysts a huge average potential gain of 122%, according to FactSet. The company says its standard 18,000-gallon liquid hydrogen tank is capable of fully charging more than 1,000 EVs, adding to existing grid-based EV charging facilities on the market. Lithium, Big Tech and more Two lithum stocks – Piedmont Lithium and Ganfeng Lithium – also appear on the list. Electric vehicles are largely powered by lithium-ion batteries, which serve as the metal key to the transition away from the internal combustion engine. Prices for the metal have fallen this year as supply struggles to keep up with skyrocketing demand. Several Big Tech stocks in the electric vehicle supply chain are also favored by analysts, including Apple, Alphabet and Microsoft. Apple is boosting the auto industry, announcing the next generation of its CarPlay car software in June. Analysts like Morgan Stanley’s Adam Jones believe Apple will eventually launch its own car. himself, while Jones called the effort a “game changer” for the industry. Meanwhile, on Tuesday, Google announced it was partnering with French carmaker Renault to develop a “software-defined” car by leveraging “older’s expertise in the cloud.” , AI. [artificial intelligence]and Android. “Microsoft now has a partnership with General Motors and the automaker’s majority-owned Cruise autonomous vehicle unit, aiming to accelerate the commercialization of self-driving vehicles. The tech giant. also partnered with Chinese automaker Xpeng to provide Azure AI – the voice that powers Xpeng’s fleet.