| Adeia Inc. |
ADEA |
| Advanced Micro Devices, Inc. |
AMD |
| Aeva Technologies, Inc. |
AEVA |
| Albemarle Corporation |
ALB |
| Allegro Microsystems, Inc. |
ALGM |
| Alphabet Inc. (Class A) |
GOOGL |
| Ambarella, Inc. |
AMBA |
| Amprius Technologies, Inc. |
AMPX |
| ams-OSRAM AG |
AMS.SW |
| Analog Devices, Inc. |
ADI |
| Apple Inc. |
AAPL |
| AUMOVIO SE |
AMV0.GY |
| Aurora Innovation, Inc. |
AUR |
| Baidu, Inc. (ADR) |
BIDU |
| Bayerische Motoren Werke (BMW) AG |
BMW.GY |
| Black Sesame International Holding Limited |
2533.HK |
| BYD Company Limited (Class H) |
1211.HK |
| CALB Group Co., Ltd. (Class H) |
3931.HK |
| Cerence Inc. |
CRNC |
| CiDi Inc. (Class H) |
3881.HK |
| Cirrus Logic, Inc. |
CRUS |
| Contemporary Amperex Technology Co., Ltd. (Class H) |
3750.HK |
| Cummins Inc. |
CMI |
| Ecopro BM Co., Ltd. |
247540.KS |
| Elmos Semiconductor SE |
ELG.GY |
| Ferrari N.V. |
RACE |
| Ford Motor Company |
F |
| Furukawa Electric Co., Ltd. |
5801.JP |
| Ganfeng Lithium Co., Ltd. (Class H) |
1772.HK |
| Geely Automobile Holdings Limited |
175.HK |
| General Motors Company |
GM |
| Honda Motor Co., Ltd. |
7267.JP |
| Horizon Robotics, Inc. |
9660.HK |
| Hyundai Mobis Co., Ltd. |
012330.KS |
| Hyundai Motor Company |
005380.KS |
| IGO Limited |
IGO.AU |
| Indie Semiconductor, Inc. |
INDI |
| Infineon Technologies AG |
IFX.GY |
| Intel Corporation |
INTC |
| Jiangsu Lopal Tech. Group Co., Ltd. (Class H) |
2465.HK |
| Kia Corporation |
000270.KS |
| Kodiak Robotics, Inc. |
KDK |
| Lattice Semiconductor Corporation |
LSCC |
| LG Energy Solution |
373220.KS |
| Li Auto Inc. (Class A) |
2015.HK |
| Liontown Ltd. |
LTR.AU |
| Lithium Argentina AG |
LAR |
| Lucid Group, Inc. (Class A) |
LCID |
| Marvell Technology, Inc. |
MRVL |
| MaxLinear, Inc. |
MXL |
| Melexis NV |
MELE.BB |
| Mercedes-Benz Group AG |
MBG.GY |
| Microchip Technology Incorporated |
MCHP |
| Micron Technology, Inc. |
MU |
| Microsoft Corporation |
MSFT |
| Mobileye Global Inc. (Class A) |
MBLY |
| Nickel Industries Limited |
NIC.AU |
| NIO Inc. (Class A) (ADR) |
NIO |
| NVIDIA Corporation |
NVDA |
| NXP Semiconductors N.V. |
NXPI |
| ON Semiconductor Corporation |
ON |
| PACCAR Inc |
PCAR |
| Panasonic Holdings Corporation |
6752.JP |
| PLS Group Ltd. |
PLS.AU |
| Pony AI Inc. (Class A) (ADR) |
PONY |
| POSCO Future M Co., Ltd. |
003670.KS |
| PT Merdeka Copper Gold Tbk |
MDKA.IJ |
| PT Vale Indonesia Tbk |
INCO.IJ |
| Qorvo, Inc. |
QRVO |
| QUALCOMM Incorporated |
QCOM |
| Rambus Inc. |
RMBS |
| Renesas Electronics Corporation |
6723.JP |
| Rivian Automotive, Inc. (Class A) |
RIVN |
| RoboSense Technology Co., Ltd. |
2498.HK |
| Samsung Electronics Co., Ltd. |
005930.KS |
| Samsung SDI Co., Ltd. |
006400.KS |
| Schneider Electric SE |
SU.FP |
| Seres Group Co., Ltd. (Class H) |
9927.HK |
| Sigma Lithium Corporation |
SGML |
| Silicon Laboratories Inc. |
SLAB |
| Sitime Corporation |
SITM |
| Skyworks Solutions, Inc. |
SWKS |
| Sociedad Quimica y Minera de Chile S.A. (ADR) |
SQM |
| Solid Power, Inc. |
SLDP |
| STMicroelectronics N.V. |
STM |
| Synaptics Incorporated |
SYNA |
| Taiwan Semiconductor Manufacturing Company Limited (ADR) |
TSM |
| TE Connectivity Plc |
TEL |
| Tesla, Inc. |
TSLA |
| Texas Instruments Incorporated |
TXN |
| Tianqi Lithium Corporation (Class H) |
9696.HK |
| Toyota Motor Corporation |
7203.JP |
| UISEE Technologies (Beijing) Co., Ltd. (Class H) |
1511.HK |
| Versigent Plc |
VGNT |
| Volvo AB (Class B) |
VOLVB.SS |
| Wacker Chemie AG |
WCH.GY |
| WeRide Inc. (Class A) (ADR) |
WRD |
| XPeng Inc. (Class A) |
9868.HK |
| Yadea Group Holdings Ltd. |
1585.HK |
| Zhejiang Leapmotor Technologies Ltd. (Class H) |
9863.HK |