The main drivers were positions such as Rocket Lab $RKLB (-2.63%) , SoftBank Group $9984 (+0.73%) , Tokyo Electron $8035 (+0.35%) and Kraken Robotics $PNG (-0.34%) .
A few small positions performed less well, such as Intellego Technologies $INT and Envipco Holding $ENVI (-0.19%) but these will also pick up again in the medium term.
