Transport Evolution EV & Autonomous Mobility Thematic

The Transport Evolution portfolio invests in companies reimagining how people and goods move across cities and continents. Holdings are selected based on their leadership in different sub themes, eg: Autonomous Vehicles, Electric Vehicles, Connected Vehicles, Vehicle-to-grid Technology, and Smart Mobility. By focusing on firms developing self-driving systems, electric powertrains, vehicle communication networks, bidirectional charging infrastructure, and multimodal transportation platforms, this portfolio seeks to capture value from the convergence of electrification, automation, and digitalization reshaping the automotive and mobility industries. The result is a curated collection of companies working to make transportation safer, cleaner, more efficient, and accessible through software, batteries, and platform business models that challenge century-old automotive paradigms.

Interactive Advisors continues its legacy of innovation in online investing with the launch of five new Thematic Portfolios, each designed to capture the transformative potential of disruptive technologies and business models reshaping global markets. Managed by Interactive Advisors' Chief Investment Officer and Investment Management team, these portfolios provide targeted exposure to companies at the forefront of technological and societal change. The Thematic Investing approach focuses on identifying and investing in companies driving fundamental shifts across industries—from the electrification of transportation and the commercialization of space, to the artificial intelligence revolution and the global transition to sustainable energy. Each portfolio is constructed using a systematic, rules-based methodology that targets companies leading innovation within specific disruptive themes, offering investors the opportunity to participate in long-term structural trends while aligning their capital with the innovations shaping our collective future. Get invested STEP 1 Fill out the application It's easy and only takes a few minutes. STEP 2 Explore our portfolios Or choose one based on your preferences STEP 3 Make your 1 st investment Our technology ensures it is suited for you Sign up today! Disclosures Past performance is no guarantee of future results, and all investments, including those in this portfolio, involve the risk of loss, including loss of principal and a reduction in earnings. This portfolio was launched on Interactive Advisors on September 08, 2026. On that date, Interactive Advisors started trading its own funds in a brokerage account trading this strategy. This portfolio was opened to client investments on September 08, 2026. All performance information on this page is actual performance of the Interactive Advisors proprietary account and presented “net of fees”. The actual performance chart is provided for informational purposes only, and should not be used as the basis for making an investment decision. Actual client returns will differ . Additional information on the risks, conflicts of interest, applicable brokerage commissions, fractional shares, and limitations on investments and divestments associated with this portfolio can be found here and on the Forms and Agreements page.

Aggressive capital growth with significantly higher risk than broad equity market. Investing in equities and concentrated portfolios and prepared to take substantial risk to achieve investment goals.

Mobility transformation advocates: If you believe the future of transportation will be electric, autonomous, shared, and connected—fundamentally different from the privately owned, human-driven, gasoline-powered model that dominated the 20th century—this portfolio aligns your investments with that conviction. It suits investors who see these changes as inevitable rather than speculative. Sector-concentrated growth exposure: This portfolio concentrates holdings within automotive, technology, and transportation sectors. The portfolio may include both established automakers transitioning their businesses and newer entrants focused exclusively on electric or autonomous technology. Investors should be comfortable with higher volatility and sector concentration in exchange for focused exposure to mobility disruption rather than broad market diversification.

Research: The investment team employs a proprietary multi-factor framework to assess companies at the forefront of transportation and mobility transformation. Evaluation criteria encompass technological advancement, market opportunity, and structural competitiveness, with innovation leadership weighted most heavily in the assessment. Sub-themes are ranked according to their long-term growth potential within the evolving mobility landscape. Companies with meaningful involvement across multiple aspects of the transportation transition are given additional consideration. Approach: The portfolio follows a systematic, rules-based construction process. Each of the mobility sub-themes is scored and normalized so their weights sum to 100%. Within each sub-theme, eligible stocks are ranked by both thematic relevance and market capitalization, then assigned composite scores combining thematic rank and market cap rank. Final portfolio weights are calculated by multiplying each stock's within-sub-theme weight by its sub-theme's overall portfolio weight. The portfolio is rebalanced quarterly to reflect updated rankings, ensuring holdings remain aligned with the companies demonstrating the strongest momentum in transforming transportation. Allocation discipline: Holdings are selected from companies with direct operational exposure to one or more mobility and transportation themes. The portfolio maintains representation across identified sub-themes, with position sizing determined by thematic relevance and fundamental characteristics. Individual position limits are applied to prevent undue concentration in any single holding. The portfolio will typically reflect higher exposure to automotive, autonomous systems, and electrification-related industries compared to broad market indices. Sell discipline: Sell decisions follow a quarterly rebalance schedule. At each cycle, all stocks are re-ranked based on updated thematic scores and market capitalizations. Positions falling below the 1% minimum weight after rebalancing are removed, while stocks no longer ranking among top holdings within their sub-theme may see reduced allocations or elimination. This ensures the portfolio continuously reflects the most current assessment of which companies are leading the mobility transformation. Exceptions: Stocks involved in corporate actions, such as mergers or acquisitions, may be sold or adjusted outside the regular rebalance cycle.

Convergence of three mega-trends: This portfolio sits at the intersection of electrification (shifting from internal combustion to battery power), automation (enabling self-driving capabilities), and connectivity (transforming vehicles into networked devices). These trends reinforce each other—electric architectures simplify autonomous system integration, while connected vehicles generate the data needed to train self-driving algorithms and optimize charging patterns. Beyond vehicle ownership: Smart mobility platforms and vehicle-to-grid technology represent business model innovations as disruptive as the technology itself. The portfolio includes companies enabling transportation-as-a-service, where vehicles become shared, optimized assets generating revenue through grid services, advertising, and mobile commerce—not just moving passengers. Systematic thematic weighting: A quantitative algorithm evaluates each sub-theme using technical innovation scores, economic impact assessments, and market structure analysis. Sub-themes demonstrating the strongest disruptive potential receive higher allocations, while individual stocks are weighted based on both their thematic leadership rank and market capitalization, balancing innovation focus with company scale.