The main drivers were positions such as Rocket Lab $RKLB (+1,49%) , SoftBank Group $9984 (+2,05%) , Tokyo Electron $8035 (+1,41%) and Kraken Robotics $PNG (-4,79%) .
A few small positions performed less well, such as Intellego Technologies $INT and Envipco Holding $ENVI (+2,28%) but these will also pick up again in the medium term.
