Screening Filters
Market Cap ≥ $2,000,000,000
- Purpose: Focus on established, larger EV-related companies and ETFs.
- Rationale:
- A $2B+ market cap typically excludes very small, early-stage, or highly speculative names.
- For electric vehicles, this tends to surface more recognized automakers, major battery suppliers, charging networks, and sizable EV/clean-transport ETFs, which are more likely to actually move the needle in the EV ecosystem.
- Larger firms and ETFs also tend to have better liquidity, disclosure, and analyst coverage—important for a user looking to invest in a well-known, scalable EV theme (rather than micro-cap experiments).
Price ≥ $5 per share
- Purpose: Avoid very low-priced, often highly volatile or illiquid stocks.
- Rationale:
- Sub-$5 stocks are frequently “penny stocks,” which often come with wider bid–ask spreads, higher volatility, and, in some cases, weaker governance or reporting standards.
- By setting a minimum price, the screen focuses on more established EV-related companies and ETFs where pricing and trading are generally more efficient.
Monthly Average Dollar Volume ≥ $500,000
- Purpose: Ensure results are reasonably liquid and tradable.
- Rationale:
- Dollar volume (price × volume) is a good proxy for how much money actually trades in and out of a security.
- A $500K+ monthly average helps filter out thinly traded EV stocks and ETFs that can be difficult to enter or exit without moving the price, or where spreads are too wide.
- For someone looking for investable EV exposure, this improves practical usability of the results.
Themes = ["Electrical Vehicles", "Renewable Energy"]
- Purpose: Directly target the sector and adjacent clean-energy themes.
- Rationale:
- The “Electrical Vehicles” theme directly matches your interest in EV-related stocks and ETFs—this will capture EV manufacturers, charging infrastructure firms, battery makers, and EV-focused ETFs.
- Including “Renewable Energy” recognizes that many EV-related ETFs and companies are positioned more broadly in the energy transition (solar, wind, green utilities, etc.) and may be marketed as clean/renewable energy funds with significant EV exposure.
- Together, these themes broaden the net to capture both pure-play EV names and diversified clean-energy companies/ETFs with material EV relevance.
Exchanges = ["XNYS", "XNAS", "XASE"] (NYSE, NASDAQ, AMEX)
- Purpose: Limit results to major U.S. exchanges.
- Rationale:
- NYSE, NASDAQ, and AMEX are the primary U.S. listings for both EV-related stocks and EV/clean-energy ETFs.
- These exchanges have higher listing standards and stronger investor protections than many OTC or foreign exchanges.
- For a user seeking accessible EV exposure, focusing on these exchanges improves transparency, liquidity, and ease of trading through most brokers.
Analyst Consensus ∈ ["Strong Buy", "Moderate Buy", "Hold"]
- Purpose: Filter out the weakest names from an analyst-sentiment standpoint.
- Rationale:
- By excluding “Sell” or “Underperform” rated securities, the screen aims to avoid EV-related names where the analyst community is broadly negative.
- Including Strong Buy, Moderate Buy, and Hold keeps both favored and neutral names, so you’re not restricted only to the most aggressively recommended securities, but you also avoid those with a strong negative outlook.
- This is particularly useful in a theme like EVs, where some companies are still unprofitable or highly speculative—analyst sentiment can be a useful additional filter.
Why Results Match Your Request
- The “Electrical Vehicles” theme directly targets companies and ETFs exposed to EV manufacturing, infrastructure, components, and related technologies.
- The inclusion of “Renewable Energy” widens the scope to ETFs and companies that play in the larger clean-energy transition, many of which hold significant EV-related positions.
- Market cap, price, and liquidity filters ensure that the EV stocks and ETFs you see are reasonably established and tradable, not obscure or extremely speculative instruments.
- U.S. major-exchange listing and excluding negative analyst consensus further refine the list to more investable, vetted EV-related opportunities.
This list is generated based on data from one or more third party data providers. It is provided for informational purposes only by Intellectia.AI, and is not investment advice or a recommendation. Intellectia does not make any warranty or guarantee relating to the accuracy, timeliness or completeness of any third-party information, and the provision of this information does not constitute a recommendation.