The main drivers were positions such as Rocket Lab $RKLB (+4,61%) , SoftBank Group $9984 (-1,08%) , Tokyo Electron $8035 (+0,72%) and Kraken Robotics $PNG (-3,45%) .
A few small positions performed less well, such as Intellego Technologies $INT and Envipco Holding $ENVI (+1,27%) but these will also pick up again in the medium term.
