| Adeia Inc. |
ADEA |
| Advanced Micro Devices, Inc. |
AMD |
| Aisin Corporation |
7259.JP |
| Albemarle Corporation |
ALB |
| Allegro Microsystems, Inc. |
ALGM |
| Alphabet Inc. (Class A) |
GOOGL |
| Alps Alpine Co., Ltd. |
6770.JP |
| Ambarella, Inc. |
AMBA |
| ams-OSRAM AG |
AMS.SW |
| Analog Devices, Inc. |
ADI |
| Apple Inc. |
AAPL |
| Aptiv Plc |
APTV |
| Arcadium Lithium Plc |
ALTM |
| Aurora Innovation, Inc. |
AUR |
| Baidu, Inc. (ADR) |
BIDU |
| Bayerische Motoren Werke (BMW) AG |
BMW.GY |
| BlackBerry Ltd. |
BB |
| BorgWarner Inc. |
BWA |
| BYD Company Limited (Class H) |
1211.HK |
| ChargePoint Holdings, Inc. |
CHPT |
| Cirrus Logic, Inc. |
CRUS |
| Continental AG |
CON.GY |
| Cummins Inc. |
CMI |
| DENSO Corporation |
6902.JP |
| Ecopro BM Co., Ltd. |
247540.KS |
| Ferrari N.V. |
RACE.IM |
| Ford Motor Company |
F |
| Forvia SE |
FRVIA.FP |
| Furukawa Electric Co., Ltd. |
5801.JP |
| Ganfeng Lithium Co., Ltd. (Class H) |
1772.HK |
| Geely Automobile Holdings Limited |
175.HK |
| General Motors Company |
GM |
| Great Wall Motor Company Limited (Class H) |
2333.HK |
| Honda Motor Co., Ltd. |
7267.JP |
| 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 |
| Kia Corporation |
000270.KS |
| Lattice Semiconductor Corporation |
LSCC |
| Lear Corporation |
LEA |
| LG Chem Ltd. |
051910.KS |
| Li Auto Inc. (ADR) |
LI |
| Lotte Energy Materials Corp. |
020150.KS |
| Lucid Group, Inc. (Class A) |
LCID |
| Magna International Inc. |
MGA |
| Marvell Technology, Inc. |
MRVL |
| MaxLinear, Inc. |
MXL |
| Mercedes-Benz Group AG |
MBG.GY |
| Microchip Technology Incorporated |
MCHP |
| Micron Technology, Inc. |
MU |
| Microsoft Corporation |
MSFT |
| Mobileye Global Inc. (Class A) |
MBLY |
| NIDEC CORP. |
6594.JP |
| NIO Inc. (Class A) (ADR) |
NIO |
| Nissan Motor Co., Ltd. |
7201.JP |
| NVIDIA Corporation |
NVDA |
| NXP Semiconductors N.V. |
NXPI |
| ON Semiconductor Corporation |
ON |
| PACCAR Inc |
PCAR |
| Panasonic Holdings Corporation |
6752.JP |
| Pilbara Minerals Limited |
PLS.AU |
| Plug Power Inc. |
PLUG |
| Polestar Automotive Holding UK Plc (Class A) (ADR) |
PSNY |
| POSCO Future M Co. Ltd. |
003670.KS |
| PT Merdeka Copper Gold Tbk |
MDKA.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 |
| Sensata Technologies Holding Plc |
ST |
| Sigma Lithium Corporation |
SGML |
| Silicon Laboratories Inc. |
SLAB |
| Sitime Corporation |
SITM |
| SK IE Technology Co., Ltd. |
361610.KS |
| Skyworks Solutions, Inc. |
SWKS |
| Sociedad Quimica y Minera de Chile S.A. (ADR) |
SQM |
| Stellantis N.V. |
STLAM.IM |
| STMicroelectronics N.V. |
STM |
| Subaru Corporation |
7270.JP |
| Synaptics Incorporated |
SYNA |
| Taiwan Semiconductor Manufacturing Company Ltd. (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 |
| Valeo S.A. |
FR.FP |
| Volvo AB (Class B) |
VOLVB.SS |
| Wacker Chemie AG |
WCH.GY |
| XPeng Inc. (ADR) |
XPEV |
| Yadea Group Holdings Ltd. |
1585.HK |
| Zhejiang Leapmotor Technologies Ltd. (Class H) |
9863.HK |