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 PLUG US EQUITY,1.27E-02,80452,Plug Power Inc,Energy,Énergie,UNITED STATES,États-Unis,2.2200,245954.8,, TSLA US EQUITY,2.10E-02,621,Tesla Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,475.3100,406475.18,, TXN US EQUITY,2.02E-02,1595,Texas Instruments Inc,Technology,Technologie,UNITED STATES,États-Unis,177.9700,390906.57,, THRM US EQUITY,2.14E-02,8054,Gentherm Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,37.2500,413145.84,, ADI US EQUITY,0.024293697,1215,Analog Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,280.4400,469225.62,, 819 HK EQUITY,1.68E-02,252400,Tianneng Power International Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,7.2800,325108.27,, APTV US EQUITY,0.018480432,3351,Aptiv PLC,"Consumer, Cyclical",Consommation Cyclique,IRELAND,Irlande,77.3500,356944.11,, PAH3 GR EQUITY,2.45E-02,7150,Porsche Automobil Holding SE,"Consumer, Cyclical",Consommation Cyclique,GERMANY,Allemagne,40.9800,474153.28,, RNO FP EQUITY,2.13E-02,6810,Renault SA,"Consumer, Cyclical",Consommation Cyclique,FRANCE,France,37.4000,412153.96,, LI US EQUITY,1.40E-02,11770,Li Auto Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,16.6400,269708.89,, 1211 HK EQUITY,1.78E-02,20200,BYD Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,96.0000,343107.25,, XPEV US EQUITY,1.68E-02,12895,XPeng Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,18.3100,325143.57,, QS US EQUITY,1.43E-02,18504,QuantumScape Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,10.8300,275968.53,, STMPA FP EQUITY,1.83E-02,9726,STMicroelectronics NV,Technology,Technologie,SWITZERLAND,Suisse,22.4550,353417.53,, ST US EQUITY,0.023120363,9413,Sensata Technologies Holding PLC,Industrial,Produits Industriels,UNITED STATES,États-Unis,34.4500,446563.03,, DIOD US EQUITY,2.05E-02,5701,Diodes Inc,Technology,Technologie,UNITED STATES,États-Unis,50.5400,396781.81,, EOSE US EQUITY,1.96E-02,20139,Eos Energy Enterprises Inc,Energy,Énergie,UNITED STATES,États-Unis,13.6300,378006.47,, WOLF US EQUITY,1.11E-02,8770,Wolfspeed Inc,Technology,Technologie,UNITED STATES,États-Unis,17.7400,214248.94,, ARM US EQUITY,1.57E-02,1766,ARM Holdings PLC,Technology,Technologie,BRITAIN,Grande-Bretagne,124.3700,302462.69,, 9863 HK EQUITY,1.56E-02,35300,Zhejiang Leapmotor Technology Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,48.1400,300668.6,, 3750 HK EQUITY,1.95E-02,4100,Contemporary Amperex Technology Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,519.0000,376494.38,, 1304 HK EQUITY,1.43E-02,12800,Fortior Technology Shenzhen Co Ltd,Industrial,Produits Industriels,CHINA,Chine,121.6000,275391.69,, AMBA US EQUITY,1.98E-02,3757,Ambarella Inc,Technology,Technologie,UNITED STATES,États-Unis,73.8000,381823.83,, CRUS US EQUITY,1.99E-02,2282,Cirrus Logic Inc,Technology,Technologie,UNITED STATES,États-Unis,122.2500,384175.78,, SWKS US EQUITY,1.84E-02,3893,Skyworks Solutions Inc,Technology,Technologie,UNITED STATES,États-Unis,66.3700,355812.91,, NVDA US EQUITY,1.84E-02,1462,NVIDIA Corp,Technology,Technologie,UNITED STATES,États-Unis,176.2900,354928.22,, ZK US EQUITY,1.86E-02,9742,ZEEKR Intelligent Technology Holding Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,26.7400,358736.04,, AMPX US EQUITY,1.75E-02,24385,Amprius Technologies Inc,Industrial,Produits Industriels,UNITED STATES,États-Unis,10.0500,337484.86,, HIMX US EQUITY,2.01E-02,33344,Himax Technologies Inc,Technology,Technologie,TAIWAN,Taïwan,8.4500,388007.29,, NVTS US EQUITY,1.95E-02,34439,Navitas Semiconductor Corp,Technology,Technologie,UNITED STATES,États-Unis,7.9600,377510.54,, VC US EQUITY,1.77E-02,2419,Visteon Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,102.6500,341948.18,, ENS US EQUITY,0.026296821,2498,EnerSys,Industrial,Produits Industriels,UNITED STATES,États-Unis,147.6500,507915.38,, 6674 JP EQUITY,0.018945466,11009,GS Yuasa Corp,"Consumer, Cyclical",Consommation Cyclique,JAPAN,Japon,"3,747.0000",365926.12,, BE US EQUITY,0.020271942,3174,Bloom Energy Corp,Industrial,Produits Industriels,UNITED STATES,États-Unis,89.5800,391546.6,, NIO US EQUITY,0.014442413,40594,NIO Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,4.9900,278950.97,, MPWR US EQUITY,2.40E-02,354,Monolithic Power Systems Inc,Technology,Technologie,UNITED STATES,États-Unis,949.4000,462826.23,, 3931 HK EQUITY,0.016707378,67500,CALB Group Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,27.0200,322698.1,, 6707 JP EQUITY,0.015099892,5700,Sanken Electric Co Ltd,Technology,Technologie,JAPAN,Japon,"5,768.0000",291649.98,, AMD US EQUITY,0.01845565,1247,Advanced Micro Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,207.5800,356465.45,, VOW3 GR EQUITY,0.025015071,2780,Volkswagen AG,"Consumer, Cyclical",Consommation Cyclique,GERMANY,Allemagne,107.4000,483158.74,, SITM US EQUITY,0.026391081,1019,SiTime Corp,Technology,Technologie,UNITED STATES,États-Unis,363.2500,509735.97,, LCID US EQUITY,0.011232672,13340,Lucid Group Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,11.8100,216955.77,, MVST US EQUITY,0.013615776,67007,Microvast Holdings Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,2.8500,262984.72,, RIVN US EQUITY,2.75E-02,20604,Rivian Automotive Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,18.7000,530589.47,, SLDP US EQUITY,0.014227693,43007,Solid Power Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,4.6400,274803.72,, FLNC US EQUITY,0.033701625,21965,Fluence Energy Inc,Energy,Énergie,UNITED STATES,États-Unis,21.5200,650936.99,, NRGV US EQUITY,0.029668398,83726,Energy Vault Holdings Inc,Energy,Énergie,UNITED STATES,États-Unis,4.9700,573036.4,, GNTX US EQUITY,0.017693273,10493,Gentex Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,23.6500,341740.38,, EVGO US EQUITY,0.014132499,64148,EVgo Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,3.0900,272965.07,, PSNY US EQUITY,0.010137745,10579.5,Polestar Automotive Holding UK PLC,"Consumer, Cyclical",Consommation Cyclique,SWEDEN,Suède,13.4400,195807.56,, AIIO US EQUITY,0.006584287,188467,Robo.ai Inc,"Consumer, Cyclical",Consommation Cyclique,UAE,UAE,0.4900,127173.57,, 6960 HK EQUITY,0.013690367,98000,Shuangdeng Group Co Ltd,Industrial,Produits Industriels,CHINA,Chine,15.2500,264425.42,, 666 HK EQUITY,0.01712702,153000,REPT BATTERO Energy Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,12.2200,330803.37,, 3677 HK EQUITY,0.013935063,179600,Jiangsu Zenergy Battery Technologies Group Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,8.4700,269151.64,,