| Tesla, Inc. Common Stock | EV Manufacturers | $1.5t | $379.75 | +2.2% | 36.5M | |
| Analog Devices, Inc. | Auto Semiconductors & Power Electronics | $202.1b | $420.28 | +0.4% | 1.4M | |
| Eaton Corporation, plc Ordinary Shares | Auto Semiconductors & Power Electronics | $169.4b | $433.99 | -0.8% | 1.1M | |
| Uber Technologies, Inc. | Mobility Platforms & Services | $139.1b | $69.50 | +2.0% | 14.6M | |
| Monolithic Power Systems, Inc. | Auto Semiconductors & Power Electronics | $70.8b | $1482.13 | +2.8% | 497.6K | |
| General Motors Company | EV Manufacturers | $68.7b | $80.42 | +3.2% | 5.0M | |
| TE Connectivity plc | Auto Semiconductors & Power Electronics | $63.8b | $220.16 | -0.6% | 779.4K | |
| NXP Semiconductors N.V. | Auto Semiconductors & Power Electronics | $61.4b | $241.50 | -0.7% | 1.3M | |
| STMicroelectronics N.V. | Auto Semiconductors & Power Electronics | $51.1b | $57.90 | +1.2% | 8.1M | |
| Ford Motor Company | EV Manufacturers | $48.2b | $12.16 | +0.5% | 29.2M | |
| Teck Resources Limited | Battery & Powertrain Components | $33.6b | $66.19 | -1.0% | 1.9M | |
| ON Semiconductor Corp | Auto Semiconductors & Power Electronics | $33.0b | $86.11 | +1.3% | 9.2M | |
| Jabil Inc. | Auto Semiconductors & Power Electronics | $31.9b | $301.70 | -0.8% | 762.2K | |
| Rivian Automotive, Inc. Class A Common Stock | EV Manufacturers | $20.7b | $14.59 | +2.2% | 21.8M | |
| Magna International | Auto Semiconductors & Power Electronics | $17.3b | $64.93 | +0.5% | 556.5K | |
| Stellantis N.V. | EV Manufacturers | $12.8b | $4.50 | +2.3% | 20.5M | |
| Grab Holdings Limited Class A Ordinary Shares | Mobility Platforms & Services | $12.6b | $3.17 | +2.8% | 73.8M | |
| Albemarle Corporation | Battery & Powertrain Components | $12.3b | $105.14 | -0.2% | 1.5M | |
| BorgWarner Inc. | Auto Semiconductors & Power ElectronicsBattery & Powertrain Components | $12.3b | $60.29 | -0.4% | 1.4M | |
| Littelfuse Inc | Auto Semiconductors & Power Electronics | $11.6b | $451.67 | -1.1% | 149.6K | |
| Aptiv PLC | Auto Semiconductors & Power Electronics | $10.0b | $43.72 | +0.8% | 2.2M | |
| ALLISON TRANSMISSION HOLDINGS, INC. | Auto Semiconductors & Power Electronics | $9.7b | $115.82 | -1.9% | 515.4K | |
| Modine Manufacturing Co | Battery & Powertrain Components | $9.5b | $187.34 | +5.4% | 1.0M | |
| MP Materials Corp. | Battery & Powertrain Components | $8.4b | $46.96 | +0.1% | 3.2M | |
| Allegro MicroSystems, Inc. Common Stock | Auto Semiconductors & Power Electronics | $7.4b | $38.49 | -2.6% | 2.1M | |
| VinFast Auto Ltd. Ordinary Shares | EV Manufacturers | $7.1b | $3.08 | +1.3% | 404.5K | |
| Sensata Technologies Holding plc | Auto Semiconductors & Power Electronics | $6.3b | $43.18 | -0.8% | 609.2K | |
| Lear Corporation | Battery & Powertrain Components | $6.0b | $123.09 | +0.4% | 308.2K | |
| Joby Aviation, Inc. | Mobility Platforms & Services | $5.9b | $5.79 | -2.9% | 19.0M | |
| Lyft, Inc. Class A Common Stock | Mobility Platforms & Services | $5.9b | $15.70 | +1.9% | 7.5M | |
| Beta Technologies, Inc. | EV Manufacturers | $5.2b | $20.84 | -6.1% | 2.2M | |
| USA Rare Earth, Inc. Class A Common Stock | Battery & Powertrain Components | $5.1b | $13.72 | +0.4% | 8.9M | |
| Garrett Motion Inc. Common Stock | Auto Semiconductors & Power Electronics | $5.0b | $27.27 | -1.4% | 1.7M | |
| Diodes Inc | Auto Semiconductors & Power Electronics | $4.8b | $103.52 | -0.4% | 223.2K | |
| Gentex Corp | Auto Semiconductors & Power Electronics | $4.7b | $22.10 | -0.7% | 1.6M | |
| Avis Budget Group, Inc. | Mobility Platforms & Services | $3.9b | $108.15 | -2.9% | 264.2K | |
| Archer Aviation Inc. | Mobility Platforms & Services | $3.8b | $4.75 | -2.9% | 17.5M | |
| Bel Fuse Inc | Auto Semiconductors & Power Electronics | $3.5b | $257.74 | -0.1% | 103.0K | |
| Navitas Semiconductor Corporation Common Stock | Auto Semiconductors & Power Electronics | $3.3b | $12.34 | -0.3% | 15.6M | |
| Dana Incorporated | Battery & Powertrain Components | $3.0b | $28.11 | +0.8% | 536.3K | |
| Rogers Corporation | Auto Semiconductors & Power Electronics | $2.9b | $154.03 | -0.6% | 159.3K | |
| QuantumScape Corporation Class A Common Stock | Battery & Powertrain Components | $2.8b | $4.64 | +1.5% | 13.3M | |
| Harley-Davidson, Inc. | EV Manufacturers | $2.6b | $26.00 | +7.8% | 3.1M | |
| Via Transportation, Inc. | Mobility Platforms & Services | $2.4b | $31.04 | +5.3% | 466.9K | |
| VISTEON CORPORATION | Auto Semiconductors & Power Electronics | $2.4b | $89.19 | +0.5% | 271.5K | |
| PHINIA Inc. | Battery & Powertrain Components | $2.2b | $60.21 | +0.7% | 296.6K | |
| Wolfspeed, Inc. | Auto Semiconductors & Power Electronics | $1.9b | $33.47 | -5.0% | 3.0M | |
| Blue Bird Corporation Common Stock | EV Manufacturers | $1.8b | $57.02 | +1.0% | 217.6K | |
| Lucid Group, Inc. Common Stock | EV Manufacturers | $1.6b | $4.16 | +1.2% | 7.1M | |
| Amprius Technologies, Inc. | Battery & Powertrain Components | $1.4b | $9.46 | -2.1% | 5.0M |