The main drivers were positions such as Rocket Lab $RKLB (-4,25%) , SoftBank Group $9984 (-7,54%) , Tokyo Electron $8035 (+2,09%) and Kraken Robotics $PNG (-5,17%) .
A few small positions performed less well, such as Intellego Technologies $INT (+2,08%) and Envipco Holding $ENVI (-3,85%) but these will also pick up again in the medium term.
