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,1.26E-02,78762,Plug Power Inc,Energy,Énergie,UNITED STATES,États-Unis,2.2300,245025.55,, TSLA US EQUITY,1.96E-02,611,Tesla Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,446.7400,380790.25,, TXN US EQUITY,2.05E-02,1565,Texas Instruments Inc,Technology,Technologie,UNITED STATES,États-Unis,182.6000,398662.04,, THRM US EQUITY,2.08E-02,7884,Gentherm Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,36.7300,403977.63,, 819 HK EQUITY,1.75E-02,252400,Tianneng Power International Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,7.5400,341084.19,, APTV US EQUITY,1.84E-02,3281,Aptiv PLC,"Consumer, Cyclical",Consommation Cyclique,IRELAND,Irlande,78.0900,357430.35,, PAH3 GR EQUITY,2.24E-02,7150,Porsche Automobil Holding SE,"Consumer, Cyclical",Consommation Cyclique,GERMANY,Allemagne,37.5400,436829.77,, RNO FP EQUITY,1.98E-02,6810,Renault SA,"Consumer, Cyclical",Consommation Cyclique,FRANCE,France,34.8000,385689.91,, SITM US EQUITY,2.48E-02,999,SiTime Corp,Technology,Technologie,UNITED STATES,États-Unis,346.5000,482901.44,, LI US EQUITY,1.44E-02,11520,Li Auto Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,17.4400,280277.82,, 1211 HK EQUITY,1.83E-02,20200,BYD Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,98.1500,355338.75,, XPEV US EQUITY,1.71E-02,12625,XPeng Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,18.8700,332347.99,, QS US EQUITY,1.61E-02,18114,QuantumScape Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,12.4100,313599.9,, STMPA FP EQUITY,1.73E-02,9726,STMicroelectronics NV,Technology,Technologie,SWITZERLAND,Suisse,21.3300,337626.9,, ST US EQUITY,2.17E-02,9213,Sensata Technologies Holding PLC,Industrial,Produits Industriels,UNITED STATES,États-Unis,32.8900,422721.87,, DIOD US EQUITY,2.05E-02,5581,Diodes Inc,Technology,Technologie,UNITED STATES,États-Unis,51.3300,399643.78,, EOSE US EQUITY,1.92E-02,19719,Eos Energy Enterprises Inc,Energy,Énergie,UNITED STATES,États-Unis,13.5500,372746.83,, WOLF US EQUITY,1.35E-02,8590,Wolfspeed Inc,Technology,Technologie,UNITED STATES,États-Unis,21.8700,262078.7,, ARM US EQUITY,1.72E-02,1726,ARM Holdings PLC,Technology,Technologie,BRITAIN,Grande-Bretagne,139.1900,335149.52,, 9863 HK EQUITY,1.72E-02,35300,Zhejiang Leapmotor Technology Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,53.0000,335313.83,, AIIO US EQUITY,8.38E-03,184517,Robo.ai Inc,"Consumer, Cyclical",Consommation Cyclique,UAE,UAE,0.6334,163043.78,, 6960 HK EQUITY,1.41E-02,98000,Shuangdeng Group Co Ltd,Industrial,Produits Industriels,CHINA,Chine,15.6000,274000.63,, 666 HK EQUITY,1.88E-02,153000,REPT BATTERO Energy Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,13.3600,366352.18,, 3677 HK EQUITY,1.49E-02,179600,Jiangsu Zenergy Battery Technologies Group Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,9.0000,289700.83,, 3750 HK EQUITY,1.79E-02,4100,Contemporary Amperex Technology Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,473.6000,348013.78,, 1304 HK EQUITY,1.51E-02,12800,Fortior Technology Shenzhen Co Ltd,Industrial,Produits Industriels,CHINA,Chine,128.4000,294561.44,, ADI US EQUITY,2.36E-02,1185,Analog Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,278.2400,459968.07,, AMBA US EQUITY,1.85E-02,3677,Ambarella Inc,Technology,Technologie,UNITED STATES,États-Unis,70.1100,359636.18,, CRUS US EQUITY,1.95E-02,2232,Cirrus Logic Inc,Technology,Technologie,UNITED STATES,États-Unis,122.1500,380344.76,, SWKS US EQUITY,0.018960706,3813,Skyworks Solutions Inc,Technology,Technologie,UNITED STATES,États-Unis,69.3700,369001.62,, NVDA US EQUITY,1.84E-02,1432,NVIDIA Corp,Technology,Technologie,UNITED STATES,États-Unis,179.5900,358769.03,, ZK US EQUITY,0.018262771,9542,ZEEKR Intelligent Technology Holding Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,26.7000,355418.84,, AMPX US EQUITY,1.97E-02,23875,Amprius Technologies Inc,Industrial,Produits Industriels,UNITED STATES,États-Unis,11.5200,383694.55,, HIMX US EQUITY,1.89E-02,32644,Himax Technologies Inc,Technology,Technologie,TAIWAN,Taïwan,8.0800,367963.3,, NVTS US EQUITY,2.10E-02,33719,Navitas Semiconductor Corp,Technology,Technologie,UNITED STATES,États-Unis,8.6900,408774.91,, VC US EQUITY,1.73E-02,2369,Visteon Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,101.6400,335907.34,, ENS US EQUITY,2.56E-02,2448,EnerSys,Industrial,Produits Industriels,UNITED STATES,États-Unis,145.9500,498431.28,, 6674 JP EQUITY,2.05E-02,11009,GS Yuasa Corp,"Consumer, Cyclical",Consommation Cyclique,JAPAN,Japon,"4,029.0000",398594.48,, BE US EQUITY,2.28E-02,3104,Bloom Energy Corp,Industrial,Produits Industriels,UNITED STATES,États-Unis,102.5000,443849.11,, NIO US EQUITY,1.36E-02,39744,NIO Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,4.7900,265580.91,, MPWR US EQUITY,2.36E-02,344,Monolithic Power Systems Inc,Technology,Technologie,UNITED STATES,États-Unis,958.0200,459751.12,, 3931 HK EQUITY,1.71E-02,67500,CALB Group Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,27.4400,331962.31,, 6707 JP EQUITY,1.50E-02,5700,Sanken Electric Co Ltd,Technology,Technologie,JAPAN,Japon,"5,694.0000",291661.07,, AMD US EQUITY,1.90E-02,1217,Advanced Micro Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,217.6000,369436.02,, VOW3 GR EQUITY,2.39E-02,2780,Volkswagen AG,"Consumer, Cyclical",Consommation Cyclique,GERMANY,Allemagne,102.8500,465329.95,, LCID US EQUITY,1.27E-02,13060,Lucid Group Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,13.5600,247054.43,, MVST US EQUITY,1.66E-02,65597,Microvast Holdings Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,3.5200,322119.05,, RIVN US EQUITY,2.54E-02,20174,Rivian Automotive Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,17.5300,493359.74,, SLDP US EQUITY,1.53E-02,42107,Solid Power Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,5.0700,297818.75,, FLNC US EQUITY,3.06E-02,21505,Fluence Energy Inc,Energy,Énergie,UNITED STATES,États-Unis,19.8500,595510.92,, NRGV US EQUITY,2.14E-02,81966,Energy Vault Holdings Inc,Energy,Énergie,UNITED STATES,États-Unis,3.6400,416221.87,, GNTX US EQUITY,1.69E-02,10273,Gentex Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,23.0000,329621.02,, EVGO US EQUITY,1.49E-02,62798,EVgo Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,3.3000,289100.95,, PSNY US EQUITY,1.29E-02,310785,Polestar Automotive Holding UK PLC,"Consumer, Cyclical",Consommation Cyclique,SWEDEN,Suède,0.5803,251595.23,,