The main drivers were positions such as Rocket Lab $RKLB (-2.44%) , SoftBank Group $9984 (-1.46%) , Tokyo Electron $8035 (-5.39%) and Kraken Robotics $PNG (+0.49%) .
A few small positions performed less well, such as Intellego Technologies $INT and Envipco Holding $ENVI (+0.06%) but these will also pick up again in the medium term.
