Transport Evolution
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.
Portfolio insights
chevron_right- 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.
Investment suitability
chevron_rightMethodology
chevron_rightStrategy
Stocks
Inception
Sep 08, 2026
Annualized return (inception)
-
Portfolio risk score
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.
Management fee
0.20%
Minimum investment
$100
Estimate your costs
All costs shown are estimated and consist of the annual management fee applicable to the specific portfolio displayed. We compute the annual management fee applicable to your investments daily and charge it to you monthly in arrears or in conjunction with a withdrawal.
On a daily basis, the applicable fee associated with each portfolio you invest in will be applied to the end-of-day gross market value of your investment in that portfolio and the resulting amount will be divided by 365. At the end of each month, you will be charged a fee made up of the sum of all daily fees calculated during that month for each portfolio investment. The more assets you invest in a given portfolio with us, the higher the amount of the annual fee charged to you.
No trading commissions apply to trading in any of the portfolios due to the IBKR-LITE commissions structure we have selected for all of your clients. For portfolios including ETFs, additional expense ratios will need to be paid to the ETF issuer and they are not included in this calculation.
Performance Chart
All performance information is of the Portfolio Manager account, net of management fees.
All performance information is of the Portfolio Manager account net of management fees, and not of any investing client accounts.
Actual client returns will differ based on client-specified security exclusions, client cash flow behavior (investments and divestments), and trading restrictions placed on client accounts by brokerage.
The management fees applicable to Interactive Advisors proprietary portfolios are actually charged to
the Interactive Advisors accounts managing those portfolios, whereas the management fees applicable to
Portfolio Manager portfolios are applied retroactively as simulated fees to the Portfolio Manager account returns (as
Interactive Advisors does not manage or control these accounts) for purposes of this net-of-fees performance presentation only.
Performance, composition and volatility could vary significantly from that of the benchmark(s), which are
provided for illustrative purposes only.
This information was calculated up to Sep 24, 2026.
Metrics
Performance
The performance table shows the returns over various time periods, including the time periods that are clickable on the chart, calendar years and also the Since inception (annualized) performance which is the year over year growth rate of portfolio asset value.
| Since inception (Sep 08, 2026) | -1.8% |
| 2026 (YTD) | -1.8% |
Manager
IA Thematic
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.