U.S. Infrastructure Growth Expected to Continue Post-Election
New leadership in Washington brings uncertainty, but bipartisan support for infrastructure is likely to lead to continued growth opportunities.
Madeline Ruid
SEI Investments Distribution Co. (1 Freedom Valley Drive, Oaks, PA, 19456) is the distributor for the Global X Funds.
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Autonomous & Electric Vehicles ETF
AIQ seeks to invest in companies that stand to benefit from the further development and use of artificial intelligence in their products and services, as well as those providing the hardware that facilitates AI for big data analysis, spanning the AI ecosystem from developers to enablers.
DTCR seeks to invest in companies that own, operate, or develop data centers and cellular towers, as well as those that manufacture the servers and hardware powering these facilities, offering targeted exposure to the digital infrastructure underpinning the AI economy.
ORBX seeks to invest in companies positioned to benefit from the commercialization of the global space economy, including those involved in rocket launch systems, satellite-enabled services, and space transportation and exploration.
DRIV may complement tech allocations by delivering targeted exposure to companies positioned to capture value from the long-term shift toward autonomous and electric vehicles.
The fund helps close a portfolio gap where the enablers of vehicle electrification and automation—EV producers, battery and critical materials suppliers, and autonomous technology developers—remain underrepresented relative to traditional automakers.
Electric vehicles could account for 56% of global passenger vehicle sales by 2035, up from a 23% share in 2025, due to electrification efforts by automakers and technology improvements.1
EVs produce zero direct emissions. Broader EV adoption could result in reduced greenhouse gas emissions and improved urban air quality. Advances in autonomous driving could also enhance road safety.2
This theme is bigger than any single company. DRIV invests accordingly, with global exposure across multiple sectors and industries.
1Rho Motion, Feb 2026
2McKinsey & Company, 2024
U.S. Infrastructure Growth Expected to Continue Post-Election
New leadership in Washington brings uncertainty, but bipartisan support for infrastructure is likely to lead to continued growth opportunities.
Madeline Ruid
U.S. Election Preview: Infrastructure Development Is Something Both Sides Can Agree On
Lithium and EV Market Update: Slower-Than-Expected Sales Growth Just a Bump in the Road
The financial statements include the Fund's disclosures required by Items 7 through 11 of Form N-CSR, which includes the financial statements, financial highlights, and other important information when applicable.
The financial statements include the Fund's disclosures required by Items 7 through 11 of Form N-CSR, which includes the financial statements, financial highlights, and other important information when applicable.
Infrastructure investment is an area of bipartisan support, and we believe government funding will likely remain strong, regardless of election outcomes.
Madeline Ruid
Uncertainty remains in the short term, especially in China, but we believe the pillars that have supported EV adoption are intact.
Madeline Ruid
As of Oct 14, 2026
Net Assets (%) | Ticker | Name | SEDOL | Market Price ($) | Shares Held | Market Value ($) |
|---|---|---|---|---|---|---|
| 4.50% | MSFT | MICROSOFT CORP | 2588173 | $533.69 | 28,791 | $15,365,469 |
| 3.48% | NVDA | NVIDIA CORP | 2379504 | $221.30 | 53,781 | $11,901,735 |
| 3.19% | INTC |
Holdings are subject to change. "Cash" denotes U.S. dollars.
Oct 14, 2026
30-Day SEC Yield
0.11%
Distribution Frequency
Semi-Annually
Record Date | Payable Date | Amount | |
|---|---|---|---|
| Dec 30, 2026 | Dec 30, 2026 | Jan 7, 2027 | - |
| Jun 29, 2026 | Jun 29, 2026 | Jul 7, 2026 | $0.07 |
Metric | 1 Year | 3 Year | 5 Year | Since Inception |
|---|---|---|---|---|
Fund NAV | +17.98% | +13.72% | +5.25% | +11.28% |
Market Price | +17.91% | +13.77% | +5.18% | +11.24% |
Index | +18.72% | +14.10% | +5.50% | +11.51% |
As of Oct 14, 2026
As of Oct 14, 2026
As of Oct 14, 2026
What is Premium/Discount Chart?
How can the Fund trade at a premium/discount to its NAV?
What causes these time discrepancies?
As of Oct 14, 2026
As of Sep 30, 2026
| Sector | Weight (%) |
|---|---|
Information Technology | 36.05% |
Consumer Discretionary | 29.73% |
Materials | 15.63% |
Industrials | 14.66% |
Communication Services | 3.94% |
| Sector | Weight (%) |
|---|---|
Information Technology | 36.05% |
Consumer Discretionary | 29.73% |
Materials | 15.63% |
Industrials | 14.66% |
Communication Services | 3.94% |
Source: AltaVista Research, LLC
All Sector, Industry, Commodity and Geographic breakdowns, where provided, are based on equity positions held by the ETF and exclude cash, currencies, and other holdings.
As of Sep 30, 2026
The Global X Autonomous & Electric Vehicles ETF (DRIV) seeks to invest in companies involved in the development of autonomous vehicle technology, electric vehicles (“EVs”), and EV components and materials. This includes companies involved in the development of autonomous vehicle software and hardware, as well as companies that produce EVs, EV components such as lithium batteries, and critical EV materials such as lithium and cobalt.
The Global X Autonomous & Electric Vehicles ETF (DRIV) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive Autonomous & Electric Vehicles Index. The Index is designed to track the performance of companies that are involved in the development of electric vehicles and/or autonomous vehicles, including companies that produce electric/hybrid vehicles, electric/hybrid vehicle components and materials, autonomous driving technology, and network connected services for transportation.
The Index considers companies across three interconnected sub-themes: electric vehicles, electric vehicle components and materials, and autonomous vehicle technology. Companies are ranked by the frequency with which each company is referenced in relation to each segment’s specific keywords, and the Index comprises the top-ranked companies within each segment, including up to 75 companies in total.
Highlights
As of Oct 14, 2026
As of Oct 14, 2026
| INTEL CORP |
| 2463247 |
| $98.12 |
| 110,969 |
| $10,888,278 |
| 3.13% | GOOGL | ALPHABET INC-CL A | BYVY8G0 | $347.64 | 30,742 | $10,687,149 |
| 3.11% | TSLA | TESLA INC | B616C79 | $367.16 | 28,973 | $10,637,727 |
| 2.73% | QCOM | QUALCOMM INC | 2714923 | $172.62 | 54,100 | $9,338,742 |
| 2.72% | 7203 JP | TOYOTA MOTOR CORP | 6900643 | $18.95 | 489,847 | $9,284,752 |
| 1.96% | 006400 KS | SAMSUNG SDI CO LTD | 6771645 | $441.59 | 15,166 | $6,697,132 |
| 1.90% | GM | GENERAL MOTORS CO | B665KZ5 | $83.05 | 78,318 | $6,504,310 |
| 1.84% | RIO LN | RIO TINTO PLC | 0718875 | $91.10 | 68,929 | $6,279,136 |
The Premium/Discount chart demonstrates the difference between the daily market price of shares of the Fund and the Fund's net asset value (NAV). The vertical axis of the chart shows the premium or discount of the daily market price as a percentage of the NAV. The horizontal axis shows each trading day in the time period, and each data point in the chart represents the Premium/Discount on that day. The data presented in the chart and table above represent past performance and cannot be used to predict future results.
The primary explanation is that timing discrepancies can arise between the NAV and the trading price of the Fund. Since shares of the Fund trade on the open market, prices are affected by the constant flow of information received by investors, corporations and financial institutions. Depending on how this changing information affects investor sentiment, shares of the Fund may deviate slightly from the value of the Fund's underlying assets. The NAV of the Fund is only calculated once a day (normally at 4:00 p.m. eastern time). As a result, shareholders may pay more than NAV when they buy Fund shares and receive less than NAV when they sell those shares, because shares are purchased and sold at current market prices. However, due to the creation and redemption process that is unique to ETFs, market makers are able to minimize these deviations from NAV by taking advantage of arbitrage opportunities.
Close of Trading Times. Although both the NAV and the daily market price of the Fund are generally calculated based on prices at the closing time of the exchange (generally 4:00 p.m. eastern time), slight differences in this timing may cause discrepancies.
Time of Last Trade. Trading of Global X funds generally takes place during normal trading hours (9:30 a.m. to 4:00 p.m. eastern time). However, it is important to note that the last trade - from which the closing price is determined - may not occur at exactly 4:00 p.m. eastern time. Therefore, changing market sentiment during the time difference may cause the NAV to deviate from the closing price.
International Holdings. The premiums and discounts for funds with significant holdings in international markets may be less accurate due to the different closing times of various international markets. Because the Funds trade during U.S. market hours while the underlying securities may not, the time lapse between the markets can result in differences between the NAV and the trading price.
| Industry | Weight (%) |
|---|---|
Automobiles & Components | 29.93% |
Semiconductors & Semiconductor Equipment | 22.69% |
Materials | 15.35% |
Capital Goods | 14.11% |
Software & Services | 7.18% |
Technology Hardware & Equipment | 6.65% |
Media & Entertainment | 4.10% |
| Country | Weight (%) |
|---|---|
United States | 52.31% |
China | 8.52% |
Japan | 8.42% |
South Korea | 5.87% |
Netherlands | 3.25% |
France | 3.21% |
Germany | 2.97% |
Canada | 2.83% |
Hong Kong | 2.82% |
Britain | 2.67% |
Australia | 2.64% |
Other | 4.50% |
As of Oct 14, 2026
Source: AltaVista Research, LLC