The main drivers were positions such as Rocket Lab $RKLB (+1.07%) , SoftBank Group $9984 (+1.51%) , Tokyo Electron $8035 (+0.99%) and Kraken Robotics $PNG (-2.85%) .
A few small positions performed less well, such as Intellego Technologies $INT and Envipco Holding $ENVI (-0.38%) but these will also pick up again in the medium term.
