EV Key Supplier Stocks

Key suppliers sell components, interiors, thermal systems, and autonomy hardware that OEMs do not fully build in-house.

Companies
14
Market cap
$2.0B
1Y
—

Theme performance (1Y index)

Supplier earnings follow program awards, content per vehicle, and factory cadence. They can outperform OEM stocks when volumes are weak but content is rising.

Use this page to hold the supply chain without mixing it into the manufacturer list, then save it if you follow auto supplier print season.

Stocks

Company
HYLN Hyliion Holdings Corp. $745M -10.45% -2.33% +104.89% +61.11% 57
HLLY Holley Inc. $286M +2.52% -18.12% -40.92% -18.12% 13
STRT STRATTEC SECURITY CORPORATION $259M -2.24% -10.89% -15.55% -6.49% 26
MPAA Motorcar Parts of America, Inc. $199M +2.03% -9.67% -14.51% -29.95% 30
SRI Stoneridge, Inc. $186M -3.13% -10.11% +12.09% -4.42% 29
INVZ Innoviz Technologies Ltd. $108M -14.15% -10.65% -64.00% -86.88% 28
PRTS CarParts.com, Inc. $69M +2.14% -14.10% +71.80% +24.49% 21
MKDW MKDWELL Tech Inc. $52M -30.94% -89.30% -77.92% -84.23% 0
SYPR Sypris Solutions, Inc. $44M +7.39% 0.00% -22.54% -17.11% 67
WPRT Westport Fuel Systems Inc. $35M -4.12% +2.76% +18.47% -16.22% 76
GTEC Greenland Technologies Holding Corporation $22M -1.04% -27.76% +26.10% -41.66% 5
INEO INNEOVA Holdings Limited $10M -13.49% +1.11% +7.07% -44.78% 72
WKSP Worksport Ltd. $8M -11.98% -19.02% -80.99% -87.77% 12
FRSX Foresight Autonomous Holdings Ltd. $5M -15.60% -16.36% -76.23% -86.12% 16

FAQ

Who are key EV suppliers?

Companies classified as Key Suppliers & Autonomy Tech under Electric Vehicles: parts, thermal, electronics, and related autonomy components.

Why not lump suppliers with manufacturers?

Because the fundamental drivers differ. Separating them keeps a watchlist aligned with one earnings logic.

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