The main drivers were positions such as Rocket Lab $RKLB (-5.49%) , SoftBank Group $9984 (-2.44%) , Tokyo Electron $8035 (-0.96%) and Kraken Robotics $PNG (-2.15%) .
A few small positions performed less well, such as Intellego Technologies $INT and Envipco Holding $ENVI (-2.43%) but these will also pick up again in the medium term.
