The main drivers were positions such as Rocket Lab $RKLB (-4.27%) , SoftBank Group $9984 (-1.4%) , Tokyo Electron $8035 (-3.82%) and Kraken Robotics $PNG (-7.45%) .
A few small positions performed less well, such as Intellego Technologies $INT and Envipco Holding $ENVI (+8.16%) but these will also pick up again in the medium term.
