The main drivers were positions such as Rocket Lab $RKLB (+0.94%) , SoftBank Group $9984 (+0.99%) , Tokyo Electron $8035 (+1.57%) and Kraken Robotics $PNG (-0.07%) .
A few small positions performed less well, such as Intellego Technologies $INT and Envipco Holding $ENVI (+0.3%) but these will also pick up again in the medium term.
