Electric 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.

BYD

S

Public (SZSE: 002594 / HKEX: 1211)

BYD (Build Your Dreams) is a Chinese high-tech manufacturer spanning automobiles, batteries, electronics, renewable energy, and rail transit. Its auto business is unusually vertically integrated, with in-house batteries, motors, power electronics, and automotive semiconductors underpinning a lineup that now ranges from low-cost EVs and plug-in hybrids to premium Denza and Yangwang vehicles. That structure, combined with rapid overseas expansion, has made BYD the global volume leader in new energy vehicles.

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.

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.