| ADI | Analog Devices Inc | 5.00 |
| TSLA | Tesla Inc | 4.40 |
| NXPI | NXP Semiconductors NV | 4.29 |
| UBER | Uber Technologies Inc | 4.04 |
| 01211 | BYD Co Ltd Class H | 3.93 |
| IFX | Infineon Technologies AG | 3.68 |
| GRMN | Garmin Ltd | 3.58 |
| 006400 | Samsung SDI Co Ltd | 3.36 |
| APTV | Aptiv PLC | 3.11 |
| ON | ON Semiconductor Corp | 3.01 |
| STMPA | STMicroelectronics NV | 2.88 |
| ALB | Albemarle Corp | 2.73 |
| SWKS | Skyworks Solutions Inc | 2.71 |
| 373220 | LG Energy Solution Ltd | 2.64 |
| ST | Sensata Technologies Holding PLC | 2.38 |
| LEA | Lear Corp | 2.26 |
| 02015 | Li Auto Inc Ordinary Shares - Class A | 2.16 |
| LYFT | Lyft Inc Class A | 2.15 |
| LSCC | Lattice Semiconductor Corp | 2.05 |
| NIO | NIO Inc ADR | 2.03 |
| BE | Bloom Energy Corp Class A | 1.92 |
| RIVN | Rivian Automotive Inc Class A | 1.91 |
| 09868 | XPeng Inc Class A | 1.87 |
| FRVIA | Forvia SE | 1.85 |
| 01585 | Yadea Group Holdings Ltd Shs Unitary 144A/RegS | 1.85 |
| FR | Valeo SA | 1.82 |
| VC | Visteon Corp | 1.77 |
| DIOD | Diodes Inc | 1.64 |
| ADNT | Adient PLC | 1.60 |
| SYNA | Synaptics Inc | 1.48 |
| MBLY | Mobileye Global Inc Ordinary Shares - Class A | 1.41 |
| LCID | Lucid Group Inc Shs | 1.37 |
| ALGM | Allegro Microsystems Inc Ordinary Shares | 1.29 |
| MELE | Melexis NV | 1.25 |
| 01772 | Ganfeng Lithium Group Co Ltd | 1.22 |
| SITM | SiTime Corp Ordinary Shares | 1.18 |
| 6632 | JVCKenwood Corp | 1.10 |
| 361610 | SK Ie Technology Co Ltd | 1.10 |
| ALFEN | Alfen NV | 1.05 |
| BLBD | Blue Bird Corp | 1.01 |
| 336260 | Doosan Fuel Cell Ordinary Shares | 1.01 |
| PLUG | Plug Power Inc | 1.00 |
| NKLA | Nikola Corp | 0.91 |
| INDI | Indie Semiconductor Inc Ordinary Shares - Class A | 0.88 |
| 108320 | LX Semicon Co Ltd | 0.84 |
| 09696 | Tianqi Lithium Corp Class H | 0.82 |
| CHPT | ChargePoint Holdings Inc Ordinary Shares - Class A | 0.68 |
| LAZR | Luminar Technologies Inc Ordinary Shares - Class A | 0.66 |
| PSNY | Polestar Automotive Holding UK PLC ADR Class A | 0.66 |
| EVGO | EVgo Inc Class A | 0.50 |
| Cash† | 0.02 |
| Us Dollar | 0.02 |
| Net Other Assets | 0.01 |