The main drivers were positions such as Rocket Lab $RKLB (+1.25%) , SoftBank Group $9984 (+8.95%) , Tokyo Electron $8035 (+6.16%) and Kraken Robotics $PNG (+1.1%) .
A few small positions performed less well, such as Intellego Technologies $INT and Envipco Holding $ENVI (-0.86%) but these will also pick up again in the medium term.
