Autonomous Vehicles

Tesla

S

Public (NASDAQ: TSLA)

Tesla is a vertically integrated automotive, energy storage, and AI company headquartered in Austin, Texas. It manufactures five consumer vehicles, sells Full Self-Driving (Supervised) software, operates energy storage and solar businesses, and is developing products such as Cybercab, Tesla Semi, and Optimus. In 2025 Tesla generated $94.8B in revenue, delivered 1.64M vehicles, deployed 46.7 GWh of energy storage, and launched its Robotaxi service using Model Y vehicles.

Waymo

S

Subsidiary (Alphabet)

Waymo is Alphabet's autonomous-driving company and operator of the world's first autonomous ride-hailing service. It now serves riders in 11 U.S. metro areas through Waymo One and says it has completed more than 20 million rides. The company is scaling a fully autonomous robotaxi network across the U.S. while lining up additional markets in Japan and the UK.

Rivian

A

Public (NASDAQ: RIVN)

Rivian is an American automotive technology company that sells the R1T pickup, R1S SUV and Commercial Van while preparing the R2 midsize platform for customer deliveries in the second quarter of 2026. The business is increasingly split between vehicle manufacturing and higher-margin software and services: Rivian generated $5.387 billion of revenue in 2025, posted $144 million of full-year gross profit and sharply expanded software revenue through its Volkswagen joint venture. Alongside its consumer and fleet vehicles, Rivian is also investing heavily in in-house autonomy and AI as it tries to broaden from an EV manufacturer into a larger transportation technology platform.

NIO

A

Public (NYSE: NIO / HKEX: 9866)

NIO is a Chinese smart electric vehicle manufacturer built around premium EVs, battery swapping, and a multi-brand portfolio spanning NIO, ONVO, and firefly. By February 2026 it had deployed 3,790 Power Swap Stations worldwide, passed 1 million cumulative vehicle deliveries, and completed 100 million battery swaps. NIO now operates R&D centers and manufacturing facilities across more than 10 locations and a sales and service network spanning 24 countries and regions.

Aurora Innovation

A

Public (NASDAQ: AUR)

Aurora Innovation is a self-driving vehicle company now focused on commercial autonomous trucking, with the Aurora Driver deployed first as Aurora Driver for Freight. After beginning regular driverless customer deliveries between Dallas and Houston in late April 2025, Aurora expanded into nighttime operations, validated additional Texas-Arizona lanes, and by January 2026 had surpassed 250,000 driverless miles with zero Aurora Driver-attributed collisions. Aurora is commercializing an asset-light subscription model with partners such as PACCAR, Volvo, Uber Freight, Hirschbach, and AUMOVIO, while keeping ride-hailing as a longer-term second market.

Lucid Motors

B

Public (NASDAQ: LCID)

Lucid Group is a Silicon Valley EV and technology company building the Lucid Air sedan and Lucid Gravity SUV around proprietary, software-defined vehicle architectures focused on range, efficiency, and performance. Under interim CEO Marc Winterhoff, Lucid is centered on scaling Gravity, expanding autonomy and robotaxi partnerships, and bringing its lower-cost midsize platform to market as it pushes toward profitability and positive free cash flow.