The main drivers were positions such as Rocket Lab $RKLB (+2.51%) , SoftBank Group $9984 (+2.26%) , Tokyo Electron $8035 (+2.94%) and Kraken Robotics $PNG (-1.31%) .
A few small positions performed less well, such as Intellego Technologies $INT and Envipco Holding $ENVI (+2.98%) but these will also pick up again in the medium term.
