Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2023 ▲▼ | Q3 2023 ▲▼ | Change ▲▼ | Q2 2023 ▲▼ | Q3 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PHINIA INC(PHIN) | 0 | 2,468,269 | +2,468,269 | 0 | 66,125 | 9.18% | +66,125 |
| GENERAL MTRS CO(GM) | 0 | 1,706,000 | +1,706,000 | 0 | 56,247 | 7.81% | +56,247 |
| HUNTSMAN CORP(HUN) | 1,083,314 | 2,973,300 | +1,889,986 | 29,271 | 72,549 | 10.07% | +43,277 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 0 | 409,596 | +409,596 | 0 | 35,594 | 4.94% | +35,594 |
| CUMMINS INC(CMI) | 316,105 | 407,105 | +91,000 | 77,496 | 93,007 | 12.91% | +15,511 |
| INNOVIZ TECHNOLOGIES LTD | 11,500,213 | 13,232,466 | +1,732,253 | 32,661 | 25,803 | 3.58% | -6,857 |
| LITHIUM AMERS CORP NEW | 4,806,254 | 4,933,547 | +127,293 | 97,134 | 83,920 | 11.65% | -13,215 |
| LI AUTO INC(LI) | 922,700 | 0 | -922,700 | 32,387 | 0 | — | -32,387 |
| VISTEON CORP(VC) | 704,212 | 491,723 | -212,489 | 101,132 | 67,892 | 9.42% | -33,240 |
| FISKER INC | 19,275,200 | 8,030,576 | -11,244,624 | 108,712 | 51,556 | 7.16% | -57,156 |
| BLACKBERRY LTD(BB) | 42,243,526 | 35,603,066 | -6,640,460 | 233,607 | 167,690 | 23.28% | -65,916 |
| ON SEMICONDUCTOR CORP(ON) | 839,270 | 0 | -839,270 | 79,378 | 0 | — | -79,378 |
| STMICROELECTRONICS N V(STM) | 1,758,075 | 0 | -1,758,075 | 87,886 | 0 | — | -87,886 |
| QUALCOMM INC(QCOM) | 791,127 | 0 | -791,127 | 94,176 | 0 | — | -94,176 |