| Panasonic Holdings Corporation | 166K | US$4.59M | 5.5% |
| Stmicroelectronics Nv | 61,833 | US$4.56M | 5.4% |
| Tesla, Inc. | 9,206 | US$3.87M | 4.6% |
| Contemporary Amperex Technology Co., Limited Class A | 60,020 | US$3.48M | 4.1% |
| Rivian Automotive, Inc. | 182K | US$3.16M | 3.8% |
| Byd Company Limited Class A | 326K | US$3.14M | 3.7% |
| Samsung Sdi Co., Ltd | 9,236 | US$2.9M | 3.5% |
| Bayerische Motoren Werke Ag | 43,311 | US$2.84M | 3.4% |
| Xiaomi Corporation Class B | 972K | US$2.68M | 3.2% |
| Lynas Rare Earths Limited | 187K | US$2.34M | 2.8% |
| Aurora Innovation, Inc. | 332K | US$2.26M | 2.7% |
| Cmoc Group Limited Class A | 1.1M | US$2.25M | 2.7% |
| Mp Materials Corp. | 35,927 | US$2.01M | 2.4% |
| Geely Automobile Holdings Limited | 889K | US$1.91M | 2.3% |
| Pls Group Limited | 545K | US$1.9M | 2.3% |
| Albemarle Corporation | 13,341 | US$1.8M | 2.1% |
| Xpeng, Inc. Class A | 268K | US$1.73M | 2.1% |
| Li Auto, Inc. Class A | 266K | US$1.56M | 1.9% |
| Lg Energy Solution Ltd. | 6,424 | US$1.5M | 1.8% |
| Eve Energy Co. Ltd. Class A | 122K | US$1.17M | 1.4% |
| Umicore Sa | 49,535 | US$1.15M | 1.4% |
| Xiamen Tungsten Co. Ltd. Class A | 87,051 | US$1.09M | 1.3% |
| Horizon Robotics Class B | 1.88M | US$976K | 1.2% |
| Ecopro Bm Co., Ltd. | 10,471 | US$963K | 1.1% |
| Nidec Corporation | 55,700 | US$906K | 1.1% |
| Guangzhou Tinci Materials Technology Co., Ltd | 118K | US$897K | 1.1% |
| Seres Group Co. Ltd. Class A | 99,300 | US$896K | 1.1% |
| Plug Power, Inc. | 327K | US$885K | 1.1% |
| Mineral Resources Limited | 19,891 | US$855K | 1.0% |
| Ganfeng Lithium Group Co., Ltd. Class A | 132K | US$849K | 1.0% |
| Igo Limited | 161K | US$821K | 0.98% |
| Ambarella, Inc. | 9,230 | US$792K | 0.94% |
| Zhejiang Huayou Cobalt Co., Ltd. Class A | 110K | US$784K | 0.94% |
| Saic Motor Corporation Limited Class A | 529K | US$761K | 0.91% |
| Posco Future M Co., Ltd. | 6,512 | US$738K | 0.88% |
| Tianqi Lithium Corp. Class A | 81,600 | US$737K | 0.88% |
| Zhejiang Leapmotor Technology Co., Ltd. Class H | 149K | US$653K | 0.78% |
| Yunnan Energy New Material (group) Co., Ltd. Class A | 56,600 | US$558K | 0.67% |
| Hunan Yuneng New Energy Battery Material Co., Ltd. Class A | 49,100 | US$549K | 0.65% |
| Wuxi Lead Intelligent Equipment Co. Ltd. Class A | 90,400 | US$542K | 0.65% |
| Chongqing Changan Automobile Company Limited Class A | 501K | US$529K | 0.63% |
| Shanghai Putailai New Energy Technology Co., Ltd. Class A | 122K | US$522K | 0.62% |
| Hesai Group Class B | 28,613 | US$521K | 0.62% |
| Shenzhen Kedali Industry Co Ltd Class A | 16,436 | US$458K | 0.55% |
| Huizhou Desay Sv Automotive Co., Ltd. Class A | 35,900 | US$431K | 0.51% |
| Gotion High-tech Co., Ltd Class A | 104K | US$421K | 0.50% |
| L & F Co., Ltd. | 5,362 | US$386K | 0.46% |
| Guangzhou Great Power Energy & Technology Co., Ltd. Class A | 29,100 | US$355K | 0.42% |
| Mobileye Global Inc. | 36,368 | US$352K | 0.42% |
| Qingdao Tgood Electric Co., Ltd. Class A | 63,100 | US$352K | 0.42% |
| Cngr Advanced Material Co., Ltd. Class A | 53,670 | US$346K | 0.41% |
| Chengxin Lithium Group Co., Ltd. Class A | 48,700 | US$322K | 0.38% |
| Pony Ai Inc. Class A | 43,827 | US$305K | 0.36% |
| Weride Inc. Class A | 50,760 | US$295K | 0.35% |
| Gem Co., Ltd. Class A | 295K | US$287K | 0.34% |
| Lithium Americas Corp. | 74,342 | US$286K | 0.34% |
| Yadea Group Holdings Ltd. | 246K | US$280K | 0.33% |
| Baic Bluepark New Energy Technology Co., Ltd. Class A | 377K | US$270K | 0.32% |
| Ningbo Shanshan Co., Ltd. Class A | 130K | US$260K | 0.31% |
| Volvo Car Ab Class B | 132K | US$257K | 0.31% |
| Calb Group Co., Ltd. Class H | 83,500 | US$250K | 0.30% |
| Pt Antam (persero) Tbk | 1.51M | US$219K | 0.26% |
| Beijing Easpring Material Technology Co., Ltd. Class A | 30,700 | US$217K | 0.26% |
| Robosense Technology Company., Ltd | 74,000 | US$210K | 0.25% |
| Lucid Group, Inc. | 30,082 | US$201K | 0.24% |
| Shenzhen Senior Technology Material Co., Ltd. Class H | 72,300 | US$199K | 0.24% |
| Youngy Co., Ltd. Class A | 14,400 | US$190K | 0.23% |
| Zhongshan Broad-ocean Motor Co., Ltd. Class A | 146K | US$162K | 0.19% |
| China Baoan Group Co., Ltd. Class A | 151K | US$138K | 0.16% |
| Arafura Rare Earths Limited | 780K | US$132K | 0.16% |
| Guangzhou Automobile Group Co., Ltd. Class A | 492K | US$130K | 0.16% |
| Seeway.ai Co., Ltd. Class A | 135K | US$128K | 0.15% |
| Solid Power, Inc. | 43,183 | US$112K | 0.13% |
| Farasis Energy (gan Zhou) Co. Ltd. Class A | 70,690 | US$109K | 0.13% |
| Pt Vale Indonesia Tbk | 389K | US$89,704 | 0.11% |
| Itm Power Plc | 1,275 | US$2,232 | <0.01% |
| Microvast Holdings, Inc. | 0 | US$0 | 0.00% |
| Sk Ie Technology Co., Ltd. | 0 | US$0 | 0.00% |