The main drivers were positions such as Rocket Lab $RKLB (+4.61%) , SoftBank Group $9984 (-1.08%) , Tokyo Electron $8035 (+0.72%) and Kraken Robotics $PNG (-3.45%) .
A few small positions performed less well, such as Intellego Technologies $INT and Envipco Holding $ENVI (+1.27%) but these will also pick up again in the medium term.
