Software Automobile Sector

Tesla

Market Cap: US$1.4t

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

General Motors

Market Cap: US$65.6b

Designs, builds, and sells trucks, crossovers, cars, and automobile parts worldwide.

Ford Motor

Market Cap: US$46.5b

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.

Rivian Automotive

Market Cap: US$19.1b

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

Li Auto

Market Cap: US$18.8b

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

XPeng

Market Cap: US$16.9b

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

NIO

Market Cap: US$15.9b

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

Magna International

Market Cap: CA$21.2b

Operates as an automotive supplier in North America, Europe, the Asia Pacific, and internationally.

Aptiv

Market Cap: US$13.0b

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.

BorgWarner

Market Cap: US$10.9b

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

VinFast Auto

Market Cap: US$10.6b

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

Dongfeng Motor Group

Market Cap: US$9.6b

Engages in the research, development, manufacture, and sale of commercial and passenger vehicles, engines, and other auto parts in the People’s Republic of China.

Autoliv

Market Cap: US$7.9b

Through its subsidiaries, develops, manufactures, and supplies passive safety systems to the automotive industry in the Americas, Europe, China, and Asia.

Mobileye Global

Market Cap: US$6.3b

Develops and deploys advanced driver assistance systems (ADAS) and autonomous driving technologies and solutions in the United States, Europe, China, and internationally.

Lear

Market Cap: US$6.0b

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.

Gentex

Market Cap: US$4.6b

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

THOR Industries

Market Cap: US$4.1b

Designs, manufactures, and sells recreational vehicles (RVs), and related parts and accessories in the United States, Germany, rest of Europe, Canada, and internationally.

QuantumScape

Market Cap: US$3.9b

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

Patrick Industries

Market Cap: US$3.8b

Manufactures and distributes component products and materials for the recreational vehicle, marine, powersports, manufactured housing, and industrial markets in the United States, Mexico, China, and Canada.

Linamar

Market Cap: CA$5.1b

Manufactures and sells engineered products in Canada, Europe, the Asia Pacific, and rest of North America.

Dana

Market Cap: US$3.7b

Provides power-conveyance and energy-management solutions for on-highway vehicles in North America, Europe, South America, and the Asia Pacific.

Garrett Motion

Market Cap: US$3.5b

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.

Lucid Group

Market Cap: US$3.3b

A technology company, designs, develops, manufactures, and sells electric vehicles (EV), EV powertrains, and battery systems.

Hesai Group

Market Cap: US$3.2b

Through with its subsidiaries, engages in the development, manufacture, and sale of three-dimensional light detection and ranging solutions (LiDAR) in Mainland China, Europe, North America, and internationally.

Dorman Products

Market Cap: US$3.0b

Supplies replacement and upgrade parts for the motor vehicle aftermarket industry in the United States and internationally.

LCI Industries

Market Cap: US$3.0b

Manufactures and supplies engineered components for the manufacturers of recreational vehicles (RVs) and adjacent industries in the United States and internationally.

WeRide

Market Cap: US$2.6b

An investment holding company, provides autonomous driving products and solutions for mobility, logistics, and sanitation industries in the People’s Republic of China.

PHINIA

Market Cap: US$2.6b

Engages in the development, design, and manufacture of integrated components and systems.

Visteon

Market Cap: US$2.5b

An automotive technology company, engages in the design, manufacture, and sale of automotive electronics and connected car solutions for vehicle manufacturers.

Harley-Davidson

Market Cap: US$2.3b

Manufactures and sells motorcycles in the United States and internationally.

Polestar Automotive Holding UK

Market Cap: US$2.3b

Engages in the research and development, marketing, commercialization, and sale of battery electric vehicles and related technology solutions.

Goodyear Tire & Rubber

Market Cap: US$1.9b

Develops, manufactures, distributes, and sells tires and related products and services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Adient

Market Cap: US$1.6b

Engages in the design, development, manufacture, and market of seating systems and components for passenger cars, commercial vehicles, and light trucks.

Dauch

Market Cap: US$1.4b

Designs, engineers, and manufactures driveline and metal forming technologies that supports electric, hybrid, and internal combustion vehicles.

Kodiak AI

Market Cap: US$1.4b

Engages in the development of autonomous vehicle technology and related services.

XPEL

Market Cap: US$1.2b

Manufactures, installs, sells, and distributes protective films, coatings and related services.