Companies ranked by net assets, in USD
RankCompanyNet assetsSectorIndustryCountryExchange
1GDGeneral Dynamics Corp$26.8BConsumer Cyclical
Transportation Equipment
United StatesNYSE
2MGAMagna International Inc.$12.5BConsumer Cyclical
Transportation Equipment
United StatesNYSE
3WABWestinghouse Air Brake Technologies Corp$11.2BConsumer Cyclical
Transportation Equipment
United StatesNYSE
4LMTLockheed Martin Corp$8.77BConsumer Cyclical
Transportation Equipment
United StatesNYSE
5APTVAptiv PLC$8.75BConsumer Cyclical
Transportation Equipment
United StatesNYSE
6TXTTextron Inc.$8.05BConsumer Cyclical
Transportation Equipment
United StatesNYSE
7BWABorgWarner Inc.$5.62BConsumer Cyclical
Transportation Equipment
United StatesNYSE
8HIIHuntington Ingalls Industries, Inc.$5.31BConsumer Cyclical
Transportation Equipment
United StatesNYSE
9LEALear Corp$5.18BConsumer Cyclical
Transportation Equipment
United StatesNYSE
10THOTHOR Industries, Inc.$4.26BConsumer Cyclical
Transportation Equipment
United StatesNYSE
11RKLBRocket Lab Corp$3.49BConsumer Cyclical
Transportation Equipment
United StatesNasdaq
12KTOSKratos Defense & Security Solutions, Inc.$3.43BConsumer Cyclical
Transportation Equipment
United StatesNasdaq
13HOGHarley-Davidson, Inc.$3.10BConsumer Cyclical
Transportation Equipment
United StatesNYSE
14ALVAutoliv, Inc.$2.49BConsumer Cyclical
Transportation Equipment
United StatesNYSE
15ALSNAllison Transmission Holdings Inc$1.98BConsumer Cyclical
Transportation Equipment
United StatesNYSE
16DANDANA Inc$1.92BConsumer Cyclical
Transportation Equipment
United StatesNYSE
17YSSYork Space Systems Inc.$1.75BConsumer Cyclical
Transportation Equipment
United StatesNYSE
18AIRAAR Corp.$1.74BConsumer Cyclical
Transportation Equipment
United StatesNYSE
19ADNTAdient plc$1.73BConsumer Cyclical
Transportation Equipment
United StatesNYSE
20RDWRedwire Corp$1.63BConsumer Cyclical
Transportation Equipment
United StatesNYSE
21VCVisteon Corp$1.61BConsumer Cyclical
Transportation Equipment
United StatesNasdaq
22GBXGreenbrier Companies Inc$1.57BConsumer Cyclical
Transportation Equipment
United StatesNYSE
23PHINPHINIA Inc.$1.54BConsumer Cyclical
Transportation Equipment
United StatesNYSE
24DORMDorman Products, Inc.$1.52BConsumer Cyclical
Transportation Equipment
United StatesNasdaq
25DCHDauch Corp$1.51BConsumer Cyclical
Transportation Equipment
United StatesNYSE
26LCIILCI Industries$1.43BConsumer Cyclical
Transportation Equipment
United StatesNYSE
27WGOWinnebago Industries, Inc.$1.23BConsumer Cyclical
Transportation Equipment
United StatesNYSE
28FLYFirefly Aerospace Inc.$1.22BConsumer Cyclical
Transportation Equipment
United StatesNasdaq
29MODModine Manufacturing Co$1.20BConsumer Cyclical
Transportation Equipment
United StatesNYSE
30TRNTrinity Industries, Inc.$1.14BConsumer Cyclical
Transportation Equipment
United StatesNYSE
31PATKPatrick Industries, Inc.$1.13BConsumer Cyclical
Transportation Equipment
United StatesNasdaq
32PIIPolaris Inc.$837MConsumer Cyclical
Transportation Equipment
United StatesNYSE
33THRMGentherm Inc$723MConsumer Cyclical
Transportation Equipment
United StatesNasdaq
34SMPStandard Motor Products, Inc.$718MConsumer Cyclical
Transportation Equipment
United StatesNYSE
35FOXFFox Factory Holding Corp.$667MConsumer Cyclical
Transportation Equipment
United StatesNasdaq
36BLBDBlue Bird Corp$655MConsumer Cyclical
Transportation Equipment
United StatesNasdaq
37MBUUMalibu Boats, Inc.$524MConsumer Cyclical
Transportation Equipment
United StatesNasdaq
38ATMUAtmus Filtration Technologies Inc.$455MConsumer Cyclical
Transportation Equipment
United StatesNYSE
39HLLYHolley Inc.$450MConsumer Cyclical
Transportation Equipment
United StatesNYSE
40MLRMiller Industries, Inc.$420MConsumer Cyclical
Transportation Equipment
United StatesNYSE
41MCFTMasterCraft Boat Holdings, Inc.$381MConsumer Cyclical
Transportation Equipment
United StatesNasdaq
42VOYGVoyager Technologies, Inc./TX$326MConsumer Cyclical
Transportation Equipment
United StatesNYSE
43WNCWABASH NATIONAL Corp$292MConsumer Cyclical
Transportation Equipment
United StatesNYSE
44KNDIKandi Technologies Group, Inc.$270MConsumer Cyclical
Transportation Equipment
United StatesNasdaq
45MPAAMotorcar Parts of America, Inc.$253MConsumer Cyclical
Transportation Equipment
United StatesNasdaq
46STRTStrattec Security Corp$239MConsumer Cyclical
Transportation Equipment
United StatesNasdaq
47HYLNHyliion Holdings Corp.$170MConsumer Cyclical
Transportation Equipment
United StatesNYSE
48SRIStoneridge, Inc.$149MConsumer Cyclical
Transportation Equipment
United StatesNYSE
49CVGICommercial Vehicle Group, Inc.$136MConsumer Cyclical
Transportation Equipment
United StatesNasdaq
50MNTSMomentus Inc.$114MConsumer Cyclical
Transportation Equipment
United StatesNasdaq
51VGNTVersigent PLC$85.0MConsumer Cyclical
Transportation Equipment
United StatesNYSE
52INVZInnoviz Technologies Ltd.$77.7MConsumer Cyclical
Transportation Equipment
United StatesNasdaq
53LIDRAEye, Inc.$68.3MConsumer Cyclical
Transportation Equipment
United StatesNasdaq
54AEVAAeva Technologies, Inc.$27.5MConsumer Cyclical
Transportation Equipment
United StatesNasdaq
55MAMOMassimo Group$24.1MConsumer Cyclical
Transportation Equipment
United StatesNasdaq
56XOSXos, Inc.$22.9MConsumer Cyclical
Transportation Equipment
United StatesNasdaq
57RVSNRail Vision Ltd.$20.3MConsumer Cyclical
Transportation Equipment
United StatesNasdaq
58WKSPWorksport Ltd$19.1MConsumer Cyclical
Transportation Equipment
United StatesNasdaq
59VEEETwin Vee PowerCats, Co.$14.4MConsumer Cyclical
Transportation Equipment
United StatesNasdaq
60NXBNextBoat Inc.$12.3MConsumer Cyclical
Transportation Equipment
United StatesNYSE
61LVWRLiveWire Group, Inc.$11.9MConsumer Cyclical
Transportation Equipment
United StatesNYSE
62LOBOLobo Technologies Ltd.$6.99MConsumer Cyclical
Transportation Equipment
United StatesNasdaq
63GPGREENPOWER MOTOR Co INC.$1.55MConsumer Cyclical
Transportation Equipment
United StatesNasdaq
64SCAGScage Future−$5.27MConsumer Cyclical
Transportation Equipment
United StatesNasdaq
65AZIOAzio Ai Holdings, Inc.−$12.4MConsumer Cyclical
Transportation Equipment
United StatesNasdaq
66CPSCooper-Standard Holdings Inc.−$131MConsumer Cyclical
Transportation Equipment
United StatesNYSE
67GTXGarrett Motion Inc.−$675MConsumer Cyclical
Transportation Equipment
United StatesNasdaq