The main drivers were positions such as Rocket Lab $RKLB (+3.19%) , SoftBank Group $9984 (+2.13%) , Tokyo Electron $8035 (+2.59%) and Kraken Robotics $PNG (-1.89%) .
A few small positions performed less well, such as Intellego Technologies $INT and Envipco Holding $ENVI (-3.18%) but these will also pick up again in the medium term.
