ST - Visteon and Aptiv top Baird's list of top electrifications picks for 2021

Baird names some electrification picks for investors to size up heading into 2021. The highest conviction electrification plays from the Baird analyst team are Visteon ([[VC]] +2.0%) and Aptiv ([[APTV]] -0.2%).Visteon is called an excellent backdoor way for investors to play electrification in the sector, "backed by increased mid-cycle awards in cockpit electronics (an electrification knock-on effect) and significant opportunities to expand VC’s new wireless BMS business." Meanwhile, Aptiv is noted to enjoy 2X addressable content on an EV including an increased mix of higher-margin connectors, with overall high-voltage sales expected to grow 40% per annum through 2022. The company's Smart Vehicle Architecture is also considered to be a key adjacent EV-related opportunity.In its broad look at the sector, the firm also lays out Sensata Technologies ([[ST]] +2.0%), BorgWarner ([[BWA]] +3.0%) and Methode Electronics ([[MEI]] +2.9%) as value ways to play electrification.Some catch-all electric vehicle ETFS to consider are the

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Visteon and Aptiv top Baird's list of top electrifications picks for 2021