The main drivers were positions such as Rocket Lab $RKLB (+3,15%) , SoftBank Group $9984 (+4,53%) , Tokyo Electron $8035 (+4,46%) and Kraken Robotics $PNG (+0,74%) .
A few small positions performed less well, such as Intellego Technologies $INT and Envipco Holding $ENVI (-0,27%) but these will also pick up again in the medium term.
