| Symbol | Name | Allocation | Country | Exchange |
|---|---|---|---|---|
| PWR | Quanta Services, Inc. | 4.34% | US | NYSE |
| ON | ON Semiconductor Corporation | 4.27% | US | NASDAQ |
| ETN | Eaton Corporation, PLC | 4.17% | US | NYSE |
| THRM | Gentherm Inc | 4.06% | US | NASDAQ |
| APH | Amphenol Corporation | 3.72% | US | NYSE |
| 006400 | Samsung SDI | 3.71% | KR | KO |
| ADI | Analog Devices, Inc. | 3.67% | US | NASDAQ |
| IFX | Infineon Technologies AG | 3.59% | DE | XETRA |
| POWI | Power Integrations, Inc. | 3.38% | US | NASDAQ |
| 051910 | LG Chemicals | 3.23% | KR | KO |
| NXPI | NXP Semiconductors N.V. | 3.19% | US | NASDAQ |
| HEXA-B | Hexagon AB (publ) | 3.11% | SE | ST |
| VOLV-B | AB Volvo (publ) | 3.10% | SE | ST |
| NVDA | NVIDIA Corporation | 3.04% | US | NASDAQ |
| JMAT | Johnson Matthey Plc | 2.95% | UK | LSE |
| ST | Sensata Technologies Holding N.V. | 2.88% | US | NYSE |
| 000270 | Kia Corp | 2.81% | KR | KO |
| GOOG | Alphabet Inc. - Class C | 2.80% | US | NASDAQ |
| LEA | Lear Corporation | 2.78% | US | NYSE |
| DAN | Dana Holding Corporation | 2.76% | US | NYSE |