The main drivers were positions such as Rocket Lab $RKLB (+8.65%) , SoftBank Group $9984 (+1.03%) , Tokyo Electron $8035 (+0.2%) and Kraken Robotics $PNG (-1.29%) .
A few small positions performed less well, such as Intellego Technologies $INT and Envipco Holding $ENVI (-0.76%) but these will also pick up again in the medium term.
