The main drivers were positions such as Rocket Lab $RKLB (-7,48%) , SoftBank Group $9984 (+14,39%) , Tokyo Electron $8035 (-2,26%) and Kraken Robotics $PNG (+5,11%) .
A few small positions performed less well, such as Intellego Technologies $INT and Envipco Holding $ENVI (-2,7%) but these will also pick up again in the medium term.
