Electric Vehicles

Tesla

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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 Q1 2026, Tesla generated $22.4B in revenue, delivered 358,023 vehicles, had 1.28M active FSD subscriptions, and operated 8,463 Supercharger stations.

BYD

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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 has made BYD the global volume leader in new energy vehicles, though April 2026 sales showed domestic pressure while overseas deliveries hit a record high.

Baidu Apollo

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Division (Baidu: NASDAQ BIDU; HKEX: 9888)

Baidu Apollo is Baidu's autonomous-driving platform and the operator of Apollo Go, one of the world's largest fully driverless robotaxi networks. Apollo Go delivered 3.2 million fully driverless rides in Q1 2026, exceeded 22 million cumulative public rides by April 2026, and reached a 27-city global footprint while expanding in China, Dubai, Abu Dhabi, Europe, and other markets.

Rivian

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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

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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. The lineup now includes the ES9, a flagship executive SUV launched in May 2026 on NIO's new 900V architecture, and NIO operates R&D centers and manufacturing facilities across more than 10 locations with a sales and service network spanning 24 countries and regions.

Pony.ai

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Public (NASDAQ: PONY; HKEX: 2026)

Pony.ai is a dual-listed autonomous-driving company commercializing Level 4 robotaxi, robotruck, and personally owned vehicle technology. Its mass-produced Gen-7 robotaxis run fully driverless commercial service across Chinese cities and have reached city-wide unit-economics breakeven in both Guangzhou and Shenzhen. Q1 2026 revenue jumped 145% YoY to $34.3M with robotaxi revenue up ~395%, the fleet topped 1,700 units, and the company has now raised its year-end 2026 targets to more than 3,500 robotaxis and >3.5x its 2025 robotaxi revenue.

WeRide

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Public (NASDAQ: WRD; HKEX: 0800)

WeRide is a commercial-stage autonomous-driving company building products from Level 2 ADAS to Level 4 robotaxis, robobuses, robovans, and robosweepers. It operates or tests in 40+ cities across 12 countries, has autonomous-driving permits in eight markets, and is scaling a global robotaxi fleet of about 1,300 vehicles — including fully driverless commercial service in Dubai and public service in Singapore — with Uber, Grab, Geely Farizon, Renault, GAC, Chery, and other partners.

Lucid Motors

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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.