
Companies inventing new, more efficient ways to move people and goods today and tomorrow
The Story
Transportation isn’t just about getting from point A to point B anymore—it’s the heartbeat of modern innovation and a powerful engine driving economic growth and environmental progress. We’re at the cusp of a transportation revolution, where technology, sustainability, and customer-centric solutions are redefining how we move. Think about it: ride-hailing apps, robotaxis, electric vehicles (EVs), and even futuristic eVTOL aircraft are no longer distant dreams—they’re shaping our everyday lives.
But with so many exciting opportunities on the horizon, how do you make sense of it all and spot the best investment opportunities? That’s where the Tomorrowize™ On-The-Go Index℠ comes in. At Tomorrowize, we’ve done the heavy lifting—analyzing trends, crunching data, and identifying the game-changers in this evolving landscape. Ready to dive into our findings and discover the future of transportation? Let’s get started!
Index Performance
Index Inception Date: 01/14/25
Index Building Blocks
We believe in keeping things simple yet powerful when defining our investment universe. Here’s how we do it:
- Market: United States The U.S. is a proven hub of innovation and access to capital, making it the ideal market for capturing emerging trends. By focusing here, we gain exposure to cutting-edge developments while minimizing geopolitical and regulatory risks.
- Market Capitalization: $1 Billion+ While we monitor all emerging trends, we prioritize those with the potential for significant impact. By focusing on companies with a market cap of $1 billion or more we get exposure to companies that are small and yet liquid enough
- Number of Companies: 3+ Diversity is key. To mitigate risk, we select at least three companies for every thematic index, ensuring our investments are well-balanced without over-concentrating in one area.
- Themes We are looking for companies operating and innovating within the transportation industry. We follow many themes and work hard not to miss any new emerging opportunities.
- Profitability We take trends seriously once they demonstrate a validated product-market fit. By focusing on profitable companies we steer clear of hype and invest in businesses poised for sustainable growth.
- Supply Chain: Final Products and Their Enablers During a gold rush, sell shovels. We target companies directly executing on a trend or enabling others to do so. This approach helps us benefit from the trend without relying on speculative downstream dependencies.
- Valuation We spend considerable amount of time figuring out potential of existing and new investment opportunities. We are willing to act and remove the companies from the index once market valuation fully reflects that potential.
- Long holding periods We expect constituents to stay in the index for a number of years. It takes time for company to grow and market to reflect full potential.
By sticking to these principles, we navigate emerging trends with confidence, precision, and the foresight to maximize returns.
Themes
We constantly monitor and enlarge our collection of emerging trends. Let’s delve deeper into the most promising themes shaping the future of mobility.
1. Ride-Hailing
Ride-hailing has changed the face of urban mobility by making transportation on demand an everyday convenience. What began as a simple app-based taxi alternative has now evolved into a multifaceted industry offering shared rides, subscription models, and integration with public transit. As this market matures, we’re seeing opportunities for growth in smaller cities and emerging economies, as well as in premium services such as electric and luxury fleets.
2. EV Cars
Electric vehicles (EVs) represent the future of personal and commercial transport. With advancements in battery technology, decreasing costs, and increasing global adoption, EVs are reshaping the automotive landscape. Governments and manufacturers alike are committing to phasing out internal combustion engines, signaling a massive shift toward greener, more efficient transportation. The momentum behind EVs makes them a central pillar of this transformation.
3. Autonomous Driving
Autonomous vehicles (AVs) are reshaping the transportation landscape by integrating AI, sensors, and advanced computing to enable self-driving capabilities. From passenger cars to freight trucks, AVs promise safer roads, reduced traffic, and lower emissions. The ongoing development of Level 4 and Level 5 autonomy indicates we’re edging closer to a future where fully autonomous driving is the norm.
4. Electric Vertical Takeoff and Landing (eVTOL) Aircraft
eVTOL aircraft are designed for short-distance air travel, offering flexibility, reduced infrastructure requirements, and zero emissions. With applications ranging from air taxis to emergency medical services, eVTOLs are set to redefine personal and commercial aviation. The race to develop safe, scalable, and cost-effective eVTOL solutions is heating up, with significant investments flowing into this cutting-edge technology.
5. Fuel Cells
Hydrogen fuel cells are emerging as a powerful complement to battery technology, particularly for heavy-duty and long-distance applications like trucks, buses, and trains. Fuel cells offer the efficiency of EVs with faster refueling times and longer ranges, addressing key limitations of battery-powered vehicles. As green hydrogen production scales up, this clean energy solution could revolutionize industrial and commercial transportation.