Ecofin Senior Portfolio Manager Matt Breidert on TD Ameritrade Network

EVs (TSLA, F, GM, NIO, XPEV) & The Energy Transition Sector

“EV demand is outpacing current production and companies are addressing the automotive supply chain with a positive product mix, have seen outperformance,” says Matt Breidert. He believes that the opportunity set for renewable energy has not diminished at all. Some electric vehicle stocks include Tesla (TSLA), Ford Motor (F), General Motors (GM), NIO (NIO), and Xpeng (XPEV).

Watch Matt here.