The main drivers were positions such as Rocket Lab $RKLB (-9,76%) , SoftBank Group $9984 (-4,33%) , Tokyo Electron $8035 (+0,86%) and Kraken Robotics $PNG (-0,85%) .
A few small positions performed less well, such as Intellego Technologies $INT and Envipco Holding $ENVI (-1,14%) but these will also pick up again in the medium term.
