The Companies That Are Transforming Our World by Air, Land, and Sea
Sustainability By Air
The best sector to start in may be the most invisible to people on the outside. It isn’t a hydrogen-fueled plane or a driverless electric vehicle. It’s all the electronics that go on in these vehicles that can maximize the efficiencies of not only logistics, but how that vehicle is operating.
Efficiency is the name of the game, and our binary world is built for speed and efficiency. Having increasingly efficient digital networks means we can communicate huge amounts of data without wires. The term for making our devices and vehicles “smart” is call embedded computing.
This basically means having computing capacity in objects that aren’t computers themselves. For example, a car or a refrigerator aren’t fundamentally devices that serve as computers, but by embedding computing in them, we can increase their value to a driver or homeowner.
So, it’s the companies that can help embed computing into devices and add value and efficiency to these products.
In our portfolios, we have companies like NVIDIA (NASDAQ: NVDA) that builds the chips for smart devices, as well as self-driving technologies.
Source: Yahoo Finance
There’s also Qualcomm (NASDAQ: QCOM) that’s essential to supplying state of the art mobile telecom systems to make smart transportation systems reliable, safe, and available.
Sustainable By Land
Supporting these software and hardware pioneers are the companies that are using these systems to reinvent transportation using embedded computing.
The most obvious is Tesla (NASDAQ: TSLA). While there are many other car and truck companies now producing electric vehicles (EVs), TLSA was the company that took on the big automakers and made EVs a reality for the mass market.
It’s not the only game-changer out there that’s worth your time. Amazon (NASDAQ: AMZN) is creating a fleet of EV delivery vehicles and is also looking into hydrogen-powered vehicles. It’s also building out its own sophisticated logistics network and warehouse automation to increase efficiencies, as well as improve supply chain challenges.
Alphabet (NASDAQ: GOOGL) has its self-driving Waymo division.
There’s also a lot of talk that car-hire company Lyft (NASDAQ: LYFT) may well be looking for a buyer, or at least a deep-pocketed investor. Many think that Waymo could be a perfect fit. Waymo would get the Lyft riders and logistical operation, and then it could slowly introduce Waymo cars into the mix.
Sustainability by Sea
If there’s one sector that everyone in the globe now knows needs some serious attention, it’s intermodal transportation.
Intermodal logistics are about the entire supply chain – from the raw materials to parts, to manufactured goods to local/regional/global transport, to warehouse to distribution, to final destination.
Source: Persistence Market Research
That means the companies that organize all these efforts via road, rail, air, and sea are going to become more and more important.
Our favorite is Descartes Systems Group (NASDAQ:DSGX), which is a relative newcomer to the space, but has been gaining ground because of its sophisticated logistics technology.
In an increasingly complicated world, the companies that are embracing technologies to not only provide consistent results, but improve efficiencies, will be the biggest winner of this quickly emerging MegaTrend.
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