These are the best stocks to own when driverless cars take over, according to Morgan Stanley

Analysts at Morgan Stanley estimated the market for driverless cars will reach more than $800 billion by 2050, with a “bull case” of $2.6 trillion, and came up with a list of stocks most poised to reap the benefits of that growing market.

By 2040, cars that are highly or fully autonomous will cover about 40% of global miles driven, the Morgan Stanley analysts said. And 10 years after that, that figure will jump to 75%, the analysts said.

“We believe that the opportunity in autonomous driving will be substantial,” they said in a note Thursday.

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