The main drivers were positions such as Rocket Lab $RKLB (-6.27%) , SoftBank Group $9984 (-0.36%) , Tokyo Electron $8035 (-0.58%) and Kraken Robotics $PNG (+2.77%) .
A few small positions performed less well, such as Intellego Technologies $INT and Envipco Holding $ENVI (-0.44%) but these will also pick up again in the medium term.
