| Tesla, Inc. Common Stock | EV Manufacturers | $1.6t | $387.14 | -1.8% | 28.1M | |
| Analog Devices, Inc. | Auto Semiconductors & Power Electronics | $203.4b | $396.25 | -2.8% | 2.1M | |
| Eaton Corporation, plc Ordinary Shares | Auto Semiconductors & Power Electronics | $152.1b | $350.88 | -2.5% | 1.4M | |
| Uber Technologies, Inc. | Mobility Platforms & Services | $136.0b | $69.27 | +0.0% | 9.6M | |
| General Motors Company | EV Manufacturers | $75.0b | $85.82 | -0.6% | 2.4M | |
| NXP Semiconductors N.V. | Auto Semiconductors & Power Electronics | $66.2b | $261.25 | -0.9% | 3.2M | |
| Monolithic Power Systems, Inc. | Auto Semiconductors & Power Electronics | $64.8b | $1369.53 | -4.0% | 527.6K | |
| TE Connectivity plc | Auto Semiconductors & Power Electronics | $63.2b | $216.50 | -0.7% | 919.8K | |
| Ford Motor Company | EV Manufacturers | $49.2b | $11.90 | +0.0% | 25.9M | |
| STMicroelectronics N.V. | Auto Semiconductors & Power Electronics | $43.4b | $46.17 | -0.6% | 9.0M | |
| Teck Resources Limited | Battery & Powertrain Components | $30.3b | $60.83 | -1.6% | 1.1M | |
| ON Semiconductor Corp | Auto Semiconductors & Power Electronics | $28.3b | $70.30 | -3.7% | 5.4M | |
| Jabil Inc. | Auto Semiconductors & Power Electronics | $28.0b | $252.11 | -2.2% | 592.7K | |
| Rivian Automotive, Inc. Class A Common Stock | EV Manufacturers | $19.4b | $12.04 | -4.8% | 26.0M | |
| Magna International | Auto Semiconductors & Power Electronics | $16.4b | $61.13 | -0.9% | 821.8K | |
| Stellantis N.V. | EV Manufacturers | $13.0b | $3.82 | -0.7% | 34.1M | |
| Grab Holdings Limited Class A Ordinary Shares | Mobility Platforms & Services | $12.8b | $3.21 | +0.2% | 57.4M | |
| Albemarle Corporation | Battery & Powertrain Components | $10.6b | $93.55 | -1.4% | 938.4K | |
| Littelfuse Inc | Auto Semiconductors & Power Electronics | $10.5b | $387.47 | -2.3% | 124.0K | |
| BorgWarner Inc. | Battery & Powertrain ComponentsAuto Semiconductors & Power Electronics | $10.4b | $50.89 | -0.2% | 1.2M | |
| ALLISON TRANSMISSION HOLDINGS, INC. | Auto Semiconductors & Power Electronics | $9.8b | $126.69 | +0.8% | 358.4K | |
| Aptiv PLC | Auto Semiconductors & Power Electronics | $8.0b | $38.97 | -0.2% | 1.8M | |
| VinFast Auto Ltd. Ordinary Shares | EV Manufacturers | $7.5b | $3.06 | -0.3% | 251.4K | |
| MP Materials Corp. | Battery & Powertrain Components | $6.7b | $38.67 | +3.1% | 7.3M | |
| Modine Manufacturing Co | Battery & Powertrain Components | $6.7b | $134.75 | +27.9% | 8.1M | |
| Lyft, Inc. Class A Common Stock | Mobility Platforms & Services | $6.3b | $16.96 | +2.2% | 5.6M | |
| Allegro MicroSystems, Inc. Common Stock | Auto Semiconductors & Power Electronics | $6.3b | $29.72 | -5.0% | 1.0M | |
| Sensata Technologies Holding plc | Auto Semiconductors & Power Electronics | $6.1b | $38.00 | -2.2% | 1.3M | |
| Lear Corporation | Battery & Powertrain Components | $5.6b | $108.66 | +0.1% | 346.9K | |
| Beta Technologies, Inc. | EV Manufacturers | $5.5b | $23.26 | -7.6% | 2.2M | |
| Joby Aviation, Inc. | Mobility Platforms & Services | $4.8b | $5.06 | -5.2% | 14.2M | |
| Gentex Corp | Auto Semiconductors & Power Electronics | $4.2b | $19.29 | -0.9% | 2.6M | |
| Diodes Inc | Auto Semiconductors & Power Electronics | $3.9b | $87.26 | -4.8% | 290.6K | |
| Avis Budget Group, Inc. | Mobility Platforms & Services | $3.9b | $127.03 | -0.2% | 216.4K | |
| Garrett Motion Inc. Common Stock | Auto Semiconductors & Power Electronics | $3.8b | $20.59 | -2.9% | 1.5M | |
| Harley-Davidson, Inc. | EV Manufacturers | $3.5b | $32.36 | -0.2% | 1.1M | |
| USA Rare Earth, Inc. Class A Common Stock | Battery & Powertrain Components | $3.3b | $8.00 | +1.1% | 17.1M | |
| Archer Aviation Inc. | Mobility Platforms & Services | $3.2b | $4.01 | -7.4% | 18.7M | |
| Via Transportation, Inc. | Mobility Platforms & Services | $3.0b | $43.67 | +2.2% | 823.7K | |
| Versigent PLC | Auto Semiconductors & Power Electronics | $2.9b | $42.19 | -0.6% | 332.1K | |
| QuantumScape Corporation Class A Common Stock | Battery & Powertrain Components | $2.6b | $3.69 | -5.4% | 15.4M | |
| PHINIA Inc. | Battery & Powertrain Components | $2.5b | $73.39 | +1.2% | 203.2K | |
| Dana Incorporated | Battery & Powertrain Components | $2.4b | $23.75 | +2.8% | 1.2M | |
| Rogers Corporation | Auto Semiconductors & Power Electronics | $2.4b | $125.69 | -3.3% | 115.6K | |
| Navitas Semiconductor Corporation Common Stock | Auto Semiconductors & Power Electronics | $2.2b | $8.73 | -6.5% | 8.8M | |
| Blue Bird Corporation Common Stock | EV Manufacturers | $2.0b | $55.04 | +0.1% | 314.1K | |
| VISTEON CORPORATION | Auto Semiconductors & Power Electronics | $1.8b | $82.25 | +4.0% | 535.0K | |
| Gentherm Inc | Battery & Powertrain Components | $1.7b | $27.55 | +1.0% | 357.4K | |
| Amprius Technologies, Inc. | Battery & Powertrain Components | $1.3b | $7.85 | -6.0% | 5.4M | |
| Lucid Group, Inc. Common Stock | EV Manufacturers | $1.2b | $2.95 | -9.2% | 19.8M |