The main drivers were positions such as Rocket Lab $RKLB (+27,04%) , SoftBank Group $9984 (+4,61%) , Tokyo Electron $8035 (+4,65%) and Kraken Robotics $PNG (-3,07%) .
A few small positions performed less well, such as Intellego Technologies $INT and Envipco Holding $ENVI (+3,63%) but these will also pick up again in the medium term.
