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,0.012203019,78762,Plug Power Inc,Energy,Énergie,UNITED STATES,États-Unis,2.2300,245174.84,, 819 HK EQUITY,1.71E-02,252400,Tianneng Power International Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,7.5900,343634.69,, APTV US EQUITY,1.74E-02,3281,Aptiv PLC,"Consumer, Cyclical",Consommation Cyclique,IRELAND,Irlande,76.4400,350091.22,, PAH3 GR EQUITY,2.30E-02,7150,Porsche Automobil Holding SE,"Consumer, Cyclical",Consommation Cyclique,GERMANY,Allemagne,39.8400,463001.16,, RNO FP EQUITY,2.04E-02,6810,Renault SA,"Consumer, Cyclical",Consommation Cyclique,FRANCE,France,37.0100,409659.38,, SITM US EQUITY,2.43E-02,999,SiTime Corp,Technology,Technologie,UNITED STATES,États-Unis,350.4900,488759.74,, LI US EQUITY,1.41E-02,11520,Li Auto Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,17.5900,282860.71,, 1211 HK EQUITY,1.77E-02,20200,BYD Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,98.4000,356543.35,, XPEV US EQUITY,1.71E-02,12625,XPeng Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,19.5000,343653.13,, QS US EQUITY,1.63E-02,18114,QuantumScape Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,12.9700,327950.76,, EVGO US EQUITY,1.51E-02,62798,EVgo Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,3.4700,304179.26,, PSNY US EQUITY,1.37E-02,310785,Polestar Automotive Holding UK PLC,"Consumer, Cyclical",Consommation Cyclique,SWEDEN,Suède,0.6327,274480.94,, STMPA FP EQUITY,1.74E-02,9726,STMicroelectronics NV,Technology,Technologie,SWITZERLAND,Suisse,22.0550,348656.72,, ST US EQUITY,2.12E-02,9213,Sensata Technologies Holding PLC,Industrial,Produits Industriels,UNITED STATES,États-Unis,33.1800,426708.96,, DIOD US EQUITY,2.00E-02,5581,Diodes Inc,Technology,Technologie,UNITED STATES,États-Unis,51.6900,402691.87,, EOSE US EQUITY,2.14E-02,19719,Eos Energy Enterprises Inc,Energy,Énergie,UNITED STATES,États-Unis,15.5900,429126.48,, WOLF US EQUITY,1.36E-02,8590,Wolfspeed Inc,Technology,Technologie,UNITED STATES,États-Unis,22.7500,272790.27,, ARM US EQUITY,1.68E-02,1726,ARM Holdings PLC,Technology,Technologie,BRITAIN,Grande-Bretagne,140.4900,338485.84,, 9863 HK EQUITY,1.65E-02,35300,Zhejiang Leapmotor Technology Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,52.4500,332113.15,, AIIO US EQUITY,8.38E-03,184517,Robo.ai Inc,"Consumer, Cyclical",Consommation Cyclique,UAE,UAE,0.6538,168397.48,, 6960 HK EQUITY,1.36E-02,98000,Shuangdeng Group Co Ltd,Industrial,Produits Industriels,CHINA,Chine,15.5500,273352.05,, 666 HK EQUITY,1.80E-02,153000,REPT BATTERO Energy Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,13.1700,361445.71,, 3677 HK EQUITY,1.45E-02,179600,Jiangsu Zenergy Battery Technologies Group Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,9.0200,290588.71,, 3750 HK EQUITY,1.77E-02,4100,Contemporary Amperex Technology Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,483.0000,355219.55,, 1304 HK EQUITY,1.50E-02,12800,Fortior Technology Shenzhen Co Ltd,Industrial,Produits Industriels,CHINA,Chine,131.0000,300778.74,, TSLA US EQUITY,0.019295208,611,Tesla Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,454.5300,387666.32,, TXN US EQUITY,0.019584929,1565,Texas Instruments Inc,Technology,Technologie,UNITED STATES,États-Unis,180.1200,393487.18,, THRM US EQUITY,0.020300079,7884,Gentherm Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,37.0600,407855.51,, ADI US EQUITY,0.022827128,1185,Analog Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,277.2600,458627.27,, AMBA US EQUITY,1.82E-02,3677,Ambarella Inc,Technology,Technologie,UNITED STATES,États-Unis,71.0600,364731.39,, CRUS US EQUITY,0.018900459,2232,Cirrus Logic Inc,Technology,Technologie,UNITED STATES,États-Unis,121.8800,379735.28,, SWKS US EQUITY,0.018282035,3813,Skyworks Solutions Inc,Technology,Technologie,UNITED STATES,États-Unis,69.0100,367310.33,, NVDA US EQUITY,0.018244867,1432,NVIDIA Corp,Technology,Technologie,UNITED STATES,États-Unis,183.3800,366563.56,, ZK US EQUITY,0.017760608,9542,ZEEKR Intelligent Technology Holding Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,26.7900,356834.17,, VC US EQUITY,0.016553096,2369,Visteon Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,100.5700,332573.64,, ENS US EQUITY,0.024915242,2448,EnerSys,Industrial,Produits Industriels,UNITED STATES,États-Unis,146.4900,500580.24,, BE US EQUITY,0.025467162,3104,Bloom Energy Corp,Industrial,Produits Industriels,UNITED STATES,États-Unis,118.0900,511669.04,, NIO US EQUITY,1.38E-02,39744,NIO Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,5.0100,277948.03,, MPWR US EQUITY,0.022770814,344,Monolithic Power Systems Inc,Technology,Technologie,UNITED STATES,États-Unis,952.7400,457495.84,, AMPX US EQUITY,0.020270305,23875,Amprius Technologies Inc,Industrial,Produits Industriels,UNITED STATES,États-Unis,12.2200,407257.31,, HIMX US EQUITY,0.018665899,32644,Himax Technologies Inc,Technology,Technologie,TAIWAN,Taïwan,8.2300,375022.66,, NVTS US EQUITY,0.022138705,33719,Navitas Semiconductor Corp,Technology,Technologie,UNITED STATES,États-Unis,9.4500,444795.93,, 3931 HK EQUITY,0.016910199,67500,CALB Group Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,28.0600,339748.31,, 6707 JP EQUITY,0.01506471,5700,Sanken Electric Co Ltd,Technology,Technologie,JAPAN,Japon,"5,900.0000",302670,, 6674 JP EQUITY,0.019666946,11009,GS Yuasa Corp,"Consumer, Cyclical",Consommation Cyclique,JAPAN,Japon,"3,988.0000",395135.03,, AMD US EQUITY,0.018262063,1217,Advanced Micro Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,215.9800,366909.05,, VOW3 GR EQUITY,0.023715893,2780,Volkswagen AG,"Consumer, Cyclical",Consommation Cyclique,GERMANY,Allemagne,105.4500,476483.74,, LCID US EQUITY,0.012839417,13060,Lucid Group Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,14.1500,257960.92,, MVST US EQUITY,0.016954018,65597,Microvast Holdings Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,3.7200,340628.69,, RIVN US EQUITY,0.025313691,20174,Rivian Automotive Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,18.0600,508585.61,, SLDP US EQUITY,0.015826952,42107,Solid Power Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,5.4100,317984.44,, FLNC US EQUITY,0.034872735,21505,Fluence Energy Inc,Energy,Énergie,UNITED STATES,États-Unis,23.3400,700639.48,, NRGV US EQUITY,2.35E-02,81966,Energy Vault Holdings Inc,Energy,Énergie,UNITED STATES,États-Unis,4.1300,472539.48,, GNTX US EQUITY,1.65E-02,10273,Gentex Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,23.1200,331542.67,,