TICKER,PORTFOLIO_MWEIGHT,POSITION,SECURITY_NAME,GICS_SECTOR_NAME,GICS_SECTOR_NAME_FR,COUNTRY,COUNTRY_FR,LAST_PRICE,VALUE,BTC Per Share,Shares Per BTC AMS SW EQUITY,0.012366707,218846,ams-OSRAM AG,Technology,Technologie,AUSTRIA,Autriche,1.0890,358190.11,, PLUG US EQUITY,0.021758002,144040,Plug Power Inc,Energy,Énergie,UNITED STATES,États-Unis,3.2200,630200.21,, TSLA US EQUITY,0.020036811,2404,Tesla Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,177.6700,580347.51,, TXN US EQUITY,0.025529107,3241,Texas Instruments Inc,Technology,Technologie,UNITED STATES,États-Unis,167.9100,739426.74,, THRM US EQUITY,0.028354458,11068,Gentherm Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,54.6100,821260.4,, ADI US EQUITY,0.024687386,2785,Analog Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,188.9600,715047.08,, AMBA US EQUITY,0.022027354,9335,Ambarella Inc,Technology,Technologie,UNITED STATES,États-Unis,50.3000,638001.74,, CRUS US EQUITY,0.028137871,6713,Cirrus Logic Inc,Technology,Technologie,UNITED STATES,États-Unis,89.3500,814987.15,, SWKS US EQUITY,0.025013558,5126,Skyworks Solutions Inc,Technology,Technologie,UNITED STATES,États-Unis,104.0200,724494.36,, NVDA US EQUITY,0.039340172,906,NVIDIA Corp,Technology,Technologie,UNITED STATES,États-Unis,925.6100,1139451.36,, VC US EQUITY,0.024637844,4649,Visteon Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,112.9700,713612.14,, ENS US EQUITY,0.023427692,5378,EnerSys,Industrial,Produits Industriels,UNITED STATES,États-Unis,92.8600,678561.22,, 6674 JP EQUITY,0.036075584,36609,GS Yuasa Corp,Industrial,Produits Industriels,JAPAN,Japon,"3,184.0000",1044895.61,, IFX GR EQUITY,0.022028643,13829,Infineon Technologies AG,Technology,Technologie,GERMANY,Allemagne,31.3550,638039.07,, AMD US EQUITY,0.028270021,3388,Advanced Micro Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,177.8700,818814.76,, VOW3 GR EQUITY,0.025873609,4200,Volkswagen AG,"Consumer, Cyclical",Consommation Cyclique,GERMANY,Allemagne,121.2600,749404.92,, APTV US EQUITY,0.023400933,6513,Aptiv PLC,"Consumer, Cyclical",Consommation Cyclique,IRELAND,Irlande,76.5900,677786.17,, PAH3 GR EQUITY,0.026603573,10650,Porsche Automobil Holding SE,"Consumer, Cyclical",Consommation Cyclique,GERMANY,Allemagne,49.1700,770547.65,, RNO FP EQUITY,0.03281067,13800,Renault SA,"Consumer, Cyclical",Consommation Cyclique,FRANCE,France,46.8000,950330.41,, BE US EQUITY,0.020947238,41345,Bloom Energy Corp,Industrial,Produits Industriels,UNITED STATES,États-Unis,10.8000,606717.2,, NIO US EQUITY,0.016498934,73578,NIO Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,4.7800,477876.23,, FCEL US EQUITY,0.022581563,437604,FuelCell Energy Inc,Energy,Énergie,UNITED STATES,États-Unis,1.1000,654053.88,, SITM US EQUITY,0.01894644,4497,SiTime Corp,Technology,Technologie,UNITED STATES,États-Unis,89.8100,548765.93,, LI US EQUITY,0.023979655,16683,Li Auto Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,30.6400,694548.32,, 1211 HK EQUITY,0.025125677,19400,BYD Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,216.0000,727741.76,, MVIS US EQUITY,0.017318046,218440,MicroVision Inc,Industrial,Produits Industriels,UNITED STATES,États-Unis,1.6900,501601.04,, XPEV US EQUITY,0.018006886,44947,XPeng Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,8.5400,521552.63,, QS US EQUITY,0.019310529,71589,QuantumScape Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,5.7500,559311.43,, LCID US EQUITY,0.020625001,159296,Lucid Group Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,2.7600,597383.89,, SYNA US EQUITY,0.022883381,5077,Synaptics Inc,Technology,Technologie,UNITED STATES,États-Unis,96.0800,662795.75,, RIVN US EQUITY,0.014366563,29111,Rivian Automotive Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,10.5200,416114.09,, FLNC US EQUITY,0.019354633,26129,Fluence Energy Inc,Energy,Énergie,UNITED STATES,États-Unis,15.7900,560588.88,, VTSC GR EQUITY,0.019005437,5800,Vitesco Technologies Group AG,"Consumer, Cyclical",Consommation Cyclique,GERMANY,Allemagne,64.5000,550474.74,, STEM US EQUITY,0.013962019,160013,Stem Inc,Energy,Énergie,UNITED STATES,États-Unis,1.8600,404396.85,, GNTX US EQUITY,0.027559969,16360,Gentex Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,35.9100,798248.78,, CHPT US EQUITY,0.022314628,273376,ChargePoint Holdings Inc,Industrial,Produits Industriels,UNITED STATES,États-Unis,1.7400,646322.37,, PSNY US EQUITY,0.023430569,312164,Polestar Automotive Holding UK PLC,"Consumer, Cyclical",Consommation Cyclique,BRITAIN,Grande-Bretagne,1.6000,678644.54,, STMPA FP EQUITY,0.024667501,12186,STMicroelectronics NV,Technology,Technologie,SWITZERLAND,Suisse,39.8450,714471.14,, ALFEN NA EQUITY,0.021256217,8400,Alfen N.V.,Industrial,Produits Industriels,NETHERLANDS,Pays-Bas,49.8100,615666.49,, DIOD US EQUITY,0.022955345,7244,Diodes Inc,Technology,Technologie,UNITED STATES,États-Unis,67.5500,664880.13,, KEMPOWR FH EQUITY,0.016374853,15800,Kempower Oyj,"Consumer, Cyclical",Consommation Cyclique,FINLAND,Finlande,20.4000,474282.33,, VFS US EQUITY,0.017662345,80107,Vinfast Auto Ltd,"Consumer, Cyclical",Consommation Cyclique,VIETNAM,Vietnam,4.7000,511573.32,, WOLF US EQUITY,0.019695295,15590,Wolfspeed Inc,Technology,Technologie,UNITED STATES,États-Unis,26.9300,570455.83,, 9863 HK EQUITY,0.020791282,137600,Zhejiang Leapmotor Technology Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,25.2000,602200.06,,