The main drivers were positions such as Rocket Lab $RKLB (-6.5%) , SoftBank Group $9984 (+6.07%) , Tokyo Electron $8035 (+2.15%) and Kraken Robotics $PNG (-1.66%) .
A few small positions performed less well, such as Intellego Technologies $INT and Envipco Holding $ENVI (-3.07%) but these will also pick up again in the medium term.
