The main drivers were positions such as Rocket Lab $RKLB (-1.69%) , SoftBank Group $9984 (+1.85%) , Tokyo Electron $8035 (+0.54%) and Kraken Robotics $PNG (+3.74%) .
A few small positions performed less well, such as Intellego Technologies $INT and Envipco Holding $ENVI (+1.37%) but these will also pick up again in the medium term.
