The main drivers were positions such as Rocket Lab $RKLB (-7.83%) , SoftBank Group $9984 (-4.99%) , Tokyo Electron $8035 (+1.34%) and Kraken Robotics $PNG (-0.2%) .
A few small positions performed less well, such as Intellego Technologies $INT and Envipco Holding $ENVI (-1.52%) but these will also pick up again in the medium term.
