Theme
EVs '24: Passenger EV OEMs☆

1211.HK-35.65%12.0%

TSLA-14.80%12.0%

9863.HK-50.38%9.0%

601127.SHG-70.96%8.0%

NIO-57.16%8.0%

XPEV-61.15%8.0%

LI-58.46%7.0%

RIVN+5.69%7.0%

VFS-4.33%7.0%

0175.HK-25.95%5.0%

LCID-82.84%5.0%

PSNY-78.22%5.0%

600733.SHG-33.40%4.0%

LOT-61.42%2.0%

FFAI-99.42%1.0%
As of Oct 2, 2026, 9:55 PM ET
EVs '24: Passenger EV OEMs Constituents
BYD Company Limited1211.HK | 12.0% | -2.25% | -9.20% | -13.35% | -2.25% | -23.14% | -22.39% | -41.71% | -35.65% | -25.82% | -6.64% | $85.56B |
Tesla, Inc.TSLA | 12.0% | 4.65% | -1.96% | 4.05% | 4.90% | -17.40% | -7.72% | 31.37% | -14.80% | 53.99% | 43.41% | $1.46T |
Zhejiang Leapmotor Technology Co., Ltd.9863.HK | 9.0% | 0.88% | -3.30% | -6.80% | 0.88% | -29.59% | -16.04% | -39.94% | -50.38% | -2.13% | 7.32% | $6.11B |
NIO Inc.NIO | 8.0% | -0.88% | -9.14% | -12.44% | -0.59% | -33.73% | -30.60% | -11.05% | -57.16% | -49.70% | -90.47% | $8.36B |
Seres Group Co.,Ltd.601127.SHG | 8.0% | 0.00% | -1.84% | -3.86% | 0.00% | -59.53% | -55.27% | -59.40% | -70.96% | -45.66% | -23.98% | $11.44B |
XPeng Inc.XPEV | 8.0% | -1.80% | -11.74% | -16.52% | -1.80% | -54.39% | -47.32% | -56.20% | -61.15% | -25.40% | -73.91% | $8.79B |
Li Auto Inc.LI | 7.0% | -3.87% | -7.98% | -10.66% | -3.51% | -36.62% | -39.00% | -57.95% | -58.46% | -62.91% | -59.34% | $10.80B |
Rivian Automotive, Inc.RIVN | 7.0% | -3.12% | -5.55% | -8.39% | -3.12% | -27.45% | -6.72% | 14.49% | 5.69% | 32.65% | -81.67% | $17.36B |
VinFast Auto Ltd.VFS | 7.0% | -0.65% | -4.33% | -0.64% | 0.98% | -7.49% | -5.21% | -2.83% | -4.33% | -21.45% | -68.56% | $7.11B |
Geely Automobile Holdings Limited0175.HK | 5.0% | 1.31% | -6.34% | -13.64% | 1.31% | -18.51% | -8.99% | -14.37% | -25.95% | 18.72% | -29.15% | $20.26B |
Lucid Group, Inc.LCID | 5.0% | -1.43% | -4.28% | -12.21% | -1.31% | -60.88% | -58.65% | -82.77% | -82.84% | -87.82% | -98.32% | $1.31B |
Polestar Automotive Holding UK PLCPSNY | 5.0% | -2.04% | -16.78% | -48.29% | -2.52% | -70.99% | -73.37% | -80.13% | -78.22% | -87.93% | -97.97% | $438.7M |
BAIC BluePark New Energy Technology Co.,Ltd.600733.SHG | 4.0% | 0.00% | 5.97% | 1.42% | 0.00% | -34.16% | -35.10% | -37.35% | -33.40% | -34.24% | -66.86% | $4.81B |
Lotus Technology Inc. American Depositary SharesLOT | 2.0% | 3.96% | -10.55% | -31.60% | -0.77% | -42.27% | -29.22% | -48.48% | -61.42% | -82.87% | -91.25% | $552.9M |
Faraday Future Intelligent Electric Inc.FFAI | 1.0% | -1.60% | -14.08% | -36.46% | -2.40% | -99.20% | -98.34% | -99.31% | -99.42% | -99.71% | -100.00% | $2.5M |
| Theme return | — | -0.43% | -6.19% | -10.49% | -0.24% | -34.46% | -29.84% | -30.43% | -44.54% | -22.36% | -39.48% | — |
| Average | 6.7% | -0.46% | -6.74% | -13.96% | -0.68% | -41.02% | -35.60% | -39.04% | -48.56% | -34.69% | -55.83% | $109.77B |
| Median | 7.0% | -0.88% | -6.34% | -12.21% | -0.77% | -34.16% | -30.60% | -41.71% | -57.16% | -34.24% | -68.56% | $8.36B |
| Std Dev | 3.0% | 2.30% | 5.42% | 14.00% | 2.09% | 23.30% | 26.20% | 35.52% | 28.97% | 44.72% | 42.63% | $362.41B |
| Min | 1.0% | -3.87% | -16.78% | -48.29% | -3.51% | -99.20% | -98.34% | -99.31% | -99.42% | -99.71% | -100.00% | $2.5M |
| Max | 12.0% | 4.65% | 5.97% | 4.05% | 4.90% | -7.49% | -5.21% | 31.37% | 5.69% | 53.99% | 43.41% | $1.46T |
| % Positive Tickers | 26.67% | 6.67% | 13.33% | 26.67% | 0.00% | 0.00% | 13.33% | 6.67% | 20.00% | 13.33% |