According to the ETF Finder at ETF Channel, DLPH and OMC collectively make up 1.29% of the Consumer Discretionary Select Sector SPDR Fund ETF (XLY) which is relatively unchanged on the day Friday.
Tesla's autonomous driving roadmap was apparently too ambitious for Mobileye. But its progress to date has been impressive.
The Consumer Electronics Show in Las Vegas in January could provide hints as to which ventures are leading.
Alphabet and Tesla's autonomous driving investments and data collection arguably give them an early edge. But many others are also hatching big plans.