21 companies

Tesla

Market Cap: US$1.6t

Designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally.

TSLA

US$426.01

7D

5.4%

1Y

17.4%

Eaton

Market Cap: US$152.0b

Operates as a power management company in the United States, Canada, Latin America, Europe, and the Asia Pacific.

ETN

US$391.35

7D

5.2%

1Y

19.3%

Ford Motor

Market Cap: US$59.5b

Develops, delivers, and services Ford trucks, sport utility vehicles, commercial vans and cars, and Lincoln luxury vehicles in the United States, Canada, the United Kingdom, Mexico, and internationally.

F

US$14.93

7D

14.3%

1Y

44.8%

AMETEK

Market Cap: US$51.5b

Manufactures and sells electronic instruments (EIG) and electromechanical (EMG) devices in the United States and internationally.

AME

US$224.52

7D

1.5%

1Y

24.2%

Rivian Automotive

Market Cap: US$18.2b

Develops, manufactures, and sells category-defining electric vehicles.

RIVN

US$14.22

7D

10.2%

1Y

-7.5%

Li Auto

Market Cap: US$16.2b

Operates in the energy vehicle market in the People’s Republic of China.

LI

US$15.89

7D

-1.8%

1Y

-43.7%

XPeng

Market Cap: US$14.9b

Designs, develops, manufactures, and markets smart electric vehicles (EVs) in the People’s Republic of China.

XPEV

US$15.59

7D

4.4%

1Y

-19.3%

BorgWarner

Market Cap: US$13.5b

Provides technology solutions for combustion, hybrid, and electric vehicles worldwide.

BWA

US$65.82

7D

7.7%

1Y

95.9%

NIO

Market Cap: US$13.0b

Designs, develops, manufactures, and sells smart electric vehicles in China, Europe, and internationally.

NIO

US$5.20

7D

-9.4%

1Y

40.9%

Vicor

Market Cap: US$12.2b

Designs, develops, manufactures, and markets modular power components and power systems for converting electrical power for use in electrically powered devices in the United States, Europe, the Asia Pacific, and internationally.

VICR

US$267.99

7D

10.1%

1Y

530.6%

Zebra Technologies

Market Cap: US$12.2b

Operates in the automatic identification and data capture solutions industry worldwide.

ZBRA

US$255.55

7D

3.4%

1Y

-13.4%

Aptiv

Market Cap: US$12.1b

An industrial technology company, provides hardware and software solutions to support automotive and other industries in North America, Europe, the Middle East, Africa, the Asia Pacific, and South America.

APTV

US$57.36

7D

9.1%

1Y

-16.1%

Littelfuse

Market Cap: US$11.6b

Designs, manufactures, and sells electronic components, modules, and subassemblies.

LFUS

US$460.48

7D

7.0%

1Y

117.2%

EnerSys

Market Cap: US$8.5b

Engages in the provision of stored energy solutions for industrial applications worldwide.

ENS

US$232.24

7D

6.8%

1Y

176.0%

VinFast Auto

Market Cap: US$8.4b

Engages in the design and manufacture of electric vehicles (EV), e-scooters, and e-buses in Vietnam, Canada, and the United States.

VFS

US$3.57

7D

1.1%

1Y

-2.5%

Sensata Technologies Holding

Market Cap: US$7.1b

Develops, manufactures, and sells sensors and sensor-rich solutions, electrical protection components and systems, and other products used in mission-critical systems and applications in the United States, Europe, Asia, and internationally.

ST

US$48.59

7D

4.7%

1Y

85.5%

Lear

Market Cap: US$7.0b

Designs, develops, engineers, manufactures, assembles, and supplies automotive seating, and electrical distribution systems and related components for automotive original equipment manufacturers in North America, Europe, Africa, Asia, and South America.

LEA

US$139.80

7D

8.6%

1Y

51.8%

Garrett Motion

Market Cap: US$6.2b

Designs, manufactures, and sells engineered turbocharging and high-speed electric motor technologies for original equipment manufacturers, distributors, and industrial fields in the United States, Europe, Asia, and internationally.

GTX

US$33.29

7D

11.5%

1Y

195.1%

Plug Power

Market Cap: US$5.3b

Designs, develops, and sells hydrogen products and solutions in Europe, Australia, North America, and internationally.

PLUG

US$3.78

7D

14.2%

1Y

376.6%

Gentex

Market Cap: US$5.1b

Designs, develops, manufactures, markets, and supplies digital vision, connected car, dimmable glass, fire protection technologies, audio products, medical devices, and consumer electronics.

New

GNTX

US$23.85

7D

5.2%

1Y

8.4%

QuantumScape

Market Cap: US$5.0b

Develops solid-state lithium-metal battery technology for electric vehicles and other applications in the United States.

New

QS

US$8.20

7D

12.3%

1Y

105.5%