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,2.75E-02,45933,ams-OSRAM AG,Technology,Technologie,AUSTRIA,Autriche,5.5750,433909.53,, PLUG US EQUITY,1.07E-02,107869,Plug Power Inc,Energy,�nergie,UNITED STATES,�tats-Unis,1.1150,168082.83,, TSLA US EQUITY,1.64E-02,735,Tesla Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,�tats-Unis,252.4000,259255.82,, TXN US EQUITY,2.23E-02,1607,Texas Instruments Inc,Technology,Technologie,UNITED STATES,�tats-Unis,156.6000,351689.54,, THRM US EQUITY,1.64E-02,7888,Gentherm Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,�tats-Unis,23.4400,258390.37,, ADI US EQUITY,2.23E-02,1410,Analog Devices Inc,Technology,Technologie,UNITED STATES,�tats-Unis,178.3600,351453.92,, AMBA US EQUITY,1.52E-02,3932,Ambarella Inc,Technology,Technologie,UNITED STATES,�tats-Unis,43.6200,239690.59,, CRUS US EQUITY,2.26E-02,3000,Cirrus Logic Inc,Technology,Technologie,UNITED STATES,�tats-Unis,84.8500,355733.63,, SWKS US EQUITY,1.65E-02,3449,Skyworks Solutions Inc,Technology,Technologie,UNITED STATES,�tats-Unis,53.8400,259507.59,, NVDA US EQUITY,2.07E-02,2173,NVIDIA Corp,Technology,Technologie,UNITED STATES,�tats-Unis,107.5700,326665.08,, VC US EQUITY,2.22E-02,3736,Visteon Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,�tats-Unis,67.0400,350019.86,, ENS US EQUITY,2.46E-02,3426,EnerSys,Industrial,Produits Industriels,UNITED STATES,�tats-Unis,81.0300,387958.27,, 6674 JP EQUITY,2.60E-02,19209,GS Yuasa Corp,"Consumer, Cyclical",Consommation Cyclique,JAPAN,Japon,"2,211.5000",410360.01,, AMD US EQUITY,2.06E-02,2625,Advanced Micro Devices Inc,Technology,Technologie,UNITED STATES,�tats-Unis,88.7000,325390.41,, VOW3 GR EQUITY,2.81E-02,3320,Volkswagen AG,"Consumer, Cyclical",Consommation Cyclique,GERMANY,Allemagne,85.2200,442783.47,, 819 HK EQUITY,2.21E-02,325800,Tianneng Power International Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,5.9500,349198.92,, APTV US EQUITY,2.25E-02,5149,Aptiv PLC,"Consumer, Cyclical",Consommation Cyclique,IRELAND,Irlande,49.4200,355612.85,, PAH3 GR EQUITY,2.67E-02,8450,Porsche Automobil Holding SE,"Consumer, Cyclical",Consommation Cyclique,GERMANY,Allemagne,31.9000,421851.09,, RNO FP EQUITY,2.72E-02,6450,Renault SA,"Consumer, Cyclical",Consommation Cyclique,FRANCE,France,42.4900,428902.16,, BE US EQUITY,1.87E-02,12502,Bloom Energy Corp,Industrial,Produits Industriels,UNITED STATES,�tats-Unis,16.8500,294395.53,, NIO US EQUITY,2.11E-02,72609,NIO Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,3.2800,332825.13,, SITM US EQUITY,1.50E-02,1305,SiTime Corp,Technology,Technologie,UNITED STATES,�tats-Unis,130.0500,237177.06,, LI US EQUITY,2.69E-02,13626,Li Auto Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,22.2500,423691.95,, 1211 HK EQUITY,3.58E-02,9100,BYD Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,344.2000,564231.2,, XPEV US EQUITY,3.74E-02,23502,XPeng Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,17.9700,590207.49,, QS US EQUITY,1.77E-02,52850,QuantumScape Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,�tats-Unis,3.7700,278444.19,, LCID US EQUITY,2.13E-02,95344,Lucid Group Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,�tats-Unis,2.5200,335772.96,, MVST US EQUITY,2.09E-02,142100,Microvast Holdings Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,�tats-Unis,1.6600,329650.69,, RIVN US EQUITY,2.15E-02,21208,Rivian Automotive Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,�tats-Unis,11.4600,339653.54,, FLNC US EQUITY,6.32E-03,18472,Fluence Energy Inc,Energy,�nergie,UNITED STATES,�tats-Unis,3.8600,99644.43,, GNTX US EQUITY,2.09E-02,11244,Gentex Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,�tats-Unis,20.9500,329197.62,, CHPT US EQUITY,1.42E-02,272785,ChargePoint Holdings Inc,Industrial,Produits Industriels,UNITED STATES,�tats-Unis,0.5860,223393.18,, EVGO US EQUITY,1.60E-02,71219,EVgo Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,�tats-Unis,2.5300,251807.24,, PSNY US EQUITY,2.25E-02,262442,Polestar Automotive Holding UK PLC,"Consumer, Cyclical",Consommation Cyclique,BRITAIN,Grande-Bretagne,0.9697,355649.79,, CTS US EQUITY,1.99E-02,6036,CTS Corp,Industrial,Produits Industriels,UNITED STATES,�tats-Unis,37.1500,313371.77,, STMPA FP EQUITY,0.020606438,12286,STMicroelectronics NV,Technology,Technologie,SWITZERLAND,Suisse,16.9060,325059.73,, DIOD US EQUITY,0.014873546,4748,Diodes Inc,Technology,Technologie,UNITED STATES,�tats-Unis,35.3600,234625.27,, EOSE US EQUITY,0.019307525,56315,Eos Energy Enterprises Inc,Energy,�nergie,UNITED STATES,�tats-Unis,3.8700,304569.82,, VFS US EQUITY,0.017186381,66437,Vinfast Auto Ltd,"Consumer, Cyclical",Consommation Cyclique,VIETNAM,Vietnam,2.9200,271109.47,, WOLF US EQUITY,0.010772466,56295,Wolfspeed Inc,Technology,Technologie,UNITED STATES,�tats-Unis,2.1600,169932.09,, 9863 HK EQUITY,0.044024888,78200,Zhejiang Leapmotor Technology Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,49.3000,694478.03,, IE US EQUITY,0.018489911,41742,Ivanhoe Electric Inc / US,Basic Materials,Mat�riaux De Base,UNITED STATES,�tats-Unis,5.0000,291672.23,, ZK US EQUITY,0.019983271,11014,ZEEKR Intelligent Technology Holding Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,20.4800,315229.49,, AMPX US EQUITY,0.017336201,83627,Amprius Technologies Inc,Industrial,Produits Industriels,UNITED STATES,�tats-Unis,2.3400,273472.83,, HIMX US EQUITY,0.023559301,43241,Himax Technologies Inc,Technology,Technologie,TAIWAN,Ta�wan,6.1500,371640.18,, NVTS US EQUITY,0.014613059,93721,Navitas Semiconductor Corp,Technology,Technologie,UNITED STATES,�tats-Unis,1.7600,230516.17,, 6707 JP EQUITY,0.032760998,7900,Sanken Electric Co Ltd,Technology,Technologie,JAPAN,Japon,"6,772.0000",516793.9,,