| Ticker | Company | Exchange | Country | MCap | Price | Sub-theme | Quick View | Report | Position | Entry | Exit | Date | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 7203Limited | Toyota Motor Corporation | TSE | 🇯🇵 | $203.8B | $17.22 JPY 2,776.5 | Traditional OEM with AV/ADAS | — | — | — | — | |||
| 6758Limited | Sony Group Corporation | TSE | 🇯🇵 | $114.7B | $19.47 JPY 3,140 | Vision Sensors & Imaging | — | — | — | — | |||
| 6723Limited | Renesas Electronics Corporation | TSE | 🇯🇵 | $53.3B | $29.35 JPY 4,734 | Automotive Semiconductors | — | — | — | — | |||
| 7267Limited | Honda Motor Co., Ltd. | TSE | 🇯🇵 | $34.1B | $8.76 JPY 1,412.5 | Traditional OEM with AV/ADAS | — | — | — | — | |||
| 6902Limited | Denso Corporation | TSE | 🇯🇵 | $31.7B | $11.78 JPY 1,900.5 | ADAS & Sensor Systems Supplier | — | — | — | — | |||
| APTVLimited | Aptiv PLC | NYSE | 🇬🇧 | — | $63.68 | ADAS & Autonomous Vehicle Software | — | — | — | — | |||
| AURLimited | Aurora Innovation | NASDAQ | 🇺🇸 | — | $6.28 | Autonomous Trucking | — | — | — | — | |||
| MBLYLimited | Mobileye Global | NASDAQ | 🇮🇱 | — | $8.46 | ADAS & Autonomous Vehicle Software | — | — | — | — | |||
| TSLALimited | Tesla Inc. | NASDAQ | 🇺🇸 | — | $400.49 | EV with Full Self-Driving | — | — | — | — | |||
| HSAILimited | Hesai Group | NASDAQ | 🇨🇳 | — | $16.89 | LiDAR Sensors | — | — | — | — | |||
| QCOMLimited | Qualcomm Incorporated | NASDAQ | 🇺🇸 | — | $226.11 | Automotive Semiconductors & V2X | — | — | — | — | |||
| INVZLimited | Innoviz Technologies | NASDAQ | 🇮🇱 | — | $0.58 | LiDAR Sensors | — | — | — | — | |||
| VLNLimited | Valens Semiconductor | NASDAQ | 🇮🇱 | — | $2.44 | Automotive Semiconductors | — | — | — | — | |||
| INTCLimited | Intel Corporation | NASDAQ | 🇺🇸 | — | $133.99 | Autonomous Driving Chips & Software | — | — | — | — | |||
| NVDALimited | NVIDIA Corporation | NASDAQ | 🇺🇸 | — | $210.69 | AI Chips & Computing | View Report | LONG | $164 | $213, | Mar 29 | ||
| AMBALimited | Ambarella Inc. | NASDAQ | 🇺🇸 | — | $69.97 | Vision Processing Semiconductors | — | — | — | — | |||
| XPEVLimited | XPeng Inc. | NYSE | 🇨🇳 | — | $13.21 | EV with Autonomous Driving | — | — | — | — | |||
| OUSTLimited | Ouster Inc. | NASDAQ | 🇺🇸 | — | $46.57 | LiDAR Sensors | — | — | — | — | |||
| BIDULimited | Baidu Inc. | NASDAQ | 🇨🇳 | — | $111.76 | Robotaxi & Autonomous Driving | — | — | — | — | |||
| LIDRLimited | AEye Inc. | NASDAQ | 🇺🇸 | — | $1.45 | LiDAR Sensors | — | — | — | — | |||
| LILimited | Li Auto Inc. | NASDAQ | 🇨🇳 | — | $13.21 | EV with Autonomous Driving | — | — | — | — | |||
| UBERLimited | Uber Technologies | NYSE | 🇺🇸 | — | $71.64 | Robotaxi Operator & Platform | — | — | — | — | |||
| RIVNLimited | Rivian Automotive | NASDAQ | 🇺🇸 | — | $16.52 | EV with Autonomous Capabilities | — | — | — | — | |||
| LCIDLimited | Lucid Group Inc. | NASDAQ | 🇺🇸 | — | $5.36 | EV with Autonomous Capabilities | — | — | — | — | |||
| LYFTLimited | Lyft Inc. | NASDAQ | 🇺🇸 | — | $14.28 | Robotaxi Operator & Platform | — | — | — | — | |||
| FLimited | Ford Motor Company | NYSE | 🇺🇸 | — | $14.06 | Traditional OEM with AV/ADAS | — | — | — | — | |||
| ACHRLimited | Archer Aviation Inc. | NASDAQ | 🇺🇸 | — | $5.57 | Advanced Mobility (eVTOL) | — | — | — | — | |||
| MGALimited | Magna International Inc. | NYSE | 🇨🇦 | — | $65.35 | ADAS & Sensor Systems Supplier | — | — | — | — | |||
| STMLimited | STMicroelectronics NV | NYSE | 🇨🇭 | — | $78.39 | Automotive Semiconductors | — | — | — | — | |||
| GMLimited | General Motors Company | NYSE | 🇺🇸 | — | $79.29 | Traditional OEM with AV/ADAS | — | — | — | — | |||
| SOXXLimited | iShares PHLX Semiconductor ETF | NASDAQ | 🇺🇸 | — | $639.45 | Semiconductor Broad Exposure | — | — | — | — | |||
| NXPILimited | NXP Semiconductors NV | NASDAQ | 🇳🇱 | — | $313.27 | Automotive Semiconductors | — | — | — | — | |||
| MBGLimited | Mercedes-Benz Group AG | XETRA | 🇩🇪 | — | $51.94 EUR 45.28 | Traditional OEM with AV/ADAS | — | — | — | — | |||
| VOW3Limited | Volkswagen AG | XETRA | 🇩🇪 | — | $92.27 EUR 80.44 | Traditional OEM with AV/ADAS | — | — | — | — | |||
| BMWLimited | Bayerische Motoren Werke AG | XETRA | 🇩🇪 | — | $68.80 EUR 59.98 | Traditional OEM with AV/ADAS | — | — | — | — | |||
| FRLimited | Valeo SE | Euronext Paris | 🇫🇷 | — | $15.62 EUR 13.62 | ADAS & Sensor Systems Supplier | — | — | — | — | |||
| 012330Limited | Hyundai Mobis Co., Ltd. | KRX | 🇰🇷 | — | $400.03 KRW 612,000 | ADAS & Sensor Systems Supplier | — | — | — | — | |||
| LSCCLimited | Lattice Semiconductor Corporation | NASDAQ | 🇺🇸 | — | $153.72 | FPGA & Edge Computing | — | — | — | — |