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,1.35E-02,82322,Plug Power Inc,Energy,Énergie,UNITED STATES,États-Unis,2.3900,271711.17,, VOW3 GR EQUITY,2.30E-02,2780,Volkswagen AG,"Consumer, Cyclical",Consommation Cyclique,GERMANY,Allemagne,103.1000,462594.51,, 819 HK EQUITY,1.60E-02,252400,Tianneng Power International Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,7.1700,320869.8,, APTV US EQUITY,1.95E-02,3431,Aptiv PLC,"Consumer, Cyclical",Consommation Cyclique,IRELAND,Irlande,82.6100,391423.61,, PAH3 GR EQUITY,2.24E-02,7150,Porsche Automobil Holding SE,"Consumer, Cyclical",Consommation Cyclique,GERMANY,Allemagne,38.9800,449826.35,, RNO FP EQUITY,1.92E-02,6810,Renault SA,"Consumer, Cyclical",Consommation Cyclique,FRANCE,France,34.9800,384471.31,, SITM US EQUITY,2.48E-02,1044,SiTime Corp,Technology,Technologie,UNITED STATES,États-Unis,344.7500,497048.14,, LI US EQUITY,1.41E-02,12045,Li Auto Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,16.9900,282614.12,, 1211 HK EQUITY,1.77E-02,20200,BYD Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,99.2000,355290.32,, XPEV US EQUITY,1.83E-02,13195,XPeng Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,20.1100,366450.35,, QS US EQUITY,1.47E-02,18934,QuantumScape Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,11.3100,295732.23,, EVGO US EQUITY,0.014090467,65638,EVgo Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,3.1200,282815.76,, PSNY US EQUITY,1.55E-02,10823,Polestar Automotive Holding UK PLC,"Consumer, Cyclical",Consommation Cyclique,SWEDEN,Suède,20.7800,310589.58,, STMPA FP EQUITY,1.96E-02,9726,STMicroelectronics NV,Technology,Technologie,SWITZERLAND,Suisse,25.0150,392673.68,, ST US EQUITY,2.38E-02,9633,Sensata Technologies Holding PLC,Industrial,Produits Industriels,UNITED STATES,États-Unis,35.9700,478515.13,, DIOD US EQUITY,2.20E-02,5836,Diodes Inc,Technology,Technologie,UNITED STATES,États-Unis,54.8400,441983.86,, EOSE US EQUITY,0.020064522,20609,Eos Energy Enterprises Inc,Energy,Énergie,UNITED STATES,États-Unis,14.1500,402723.56,, WOLF US EQUITY,1.22E-02,8975,Wolfspeed Inc,Technology,Technologie,UNITED STATES,États-Unis,19.7000,244171.16,, ARM US EQUITY,0.014355819,1806,ARM Holdings PLC,Technology,Technologie,BRITAIN,Grande-Bretagne,115.5300,288141.76,, AIIO US EQUITY,4.29E-03,192852,Robo.ai Inc,"Consumer, Cyclical",Consommation Cyclique,UAE,UAE,0.3233,86104.04,, 6960 HK EQUITY,1.32E-02,98000,Shuangdeng Group Co Ltd,Industrial,Produits Industriels,CHINA,Chine,15.2800,265503.21,, 666 HK EQUITY,1.80E-02,153000,REPT BATTERO Energy Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,13.2900,360526.13,, 3677 HK EQUITY,1.36E-02,179600,Jiangsu Zenergy Battery Technologies Group Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,8.5500,272265.61,, 3750 HK EQUITY,0.018489353,4100,Contemporary Amperex Technology Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,510.5000,371107.68,, 1304 HK EQUITY,1.55E-02,12800,Fortior Technology Shenzhen Co Ltd,Industrial,Produits Industriels,CHINA,Chine,136.8000,310467.69,, TSLA US EQUITY,0.018946123,636,Tesla Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,432.9600,380275.7,, TXN US EQUITY,2.15E-02,1630,Texas Instruments Inc,Technology,Technologie,UNITED STATES,États-Unis,192.1000,432422.86,, THRM US EQUITY,2.18E-02,8239,Gentherm Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,38.5100,438169.05,, ADI US EQUITY,2.51E-02,1245,Analog Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,292.9400,503664.92,, AMBA US EQUITY,2.13E-02,3842,Ambarella Inc,Technology,Technologie,UNITED STATES,États-Unis,80.6400,427859.87,, CRUS US EQUITY,1.98E-02,2337,Cirrus Logic Inc,Technology,Technologie,UNITED STATES,États-Unis,123.0600,397163.47,, SWKS US EQUITY,1.82E-02,3983,Skyworks Solutions Inc,Technology,Technologie,UNITED STATES,États-Unis,66.2700,364519.66,, NVDA US EQUITY,1.93E-02,1497,NVIDIA Corp,Technology,Technologie,UNITED STATES,États-Unis,187.2400,387091.92,, 9863 HK EQUITY,0.015747376,35300,Zhejiang Leapmotor Technology Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,50.5000,316072.29,, AMPX US EQUITY,1.58E-02,24950,Amprius Technologies Inc,Industrial,Produits Industriels,UNITED STATES,États-Unis,9.1900,316650.18,, HIMX US EQUITY,2.02E-02,34119,Himax Technologies Inc,Technology,Technologie,TAIWAN,Taïwan,8.5900,404746.53,, VC US EQUITY,1.76E-02,2474,Visteon Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,103.6200,354027.47,, ENS US EQUITY,2.78E-02,2558,EnerSys,Industrial,Produits Industriels,UNITED STATES,États-Unis,158.1200,558574.4,, BE US EQUITY,2.30E-02,3249,Bloom Energy Corp,Industrial,Produits Industriels,UNITED STATES,États-Unis,103.0500,462371.85,, NIO US EQUITY,1.37E-02,41539,NIO Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,4.7800,274206.42,, MPWR US EQUITY,2.52E-02,364,Monolithic Power Systems Inc,Technology,Technologie,UNITED STATES,États-Unis,"1,005.3800",505388.44,, NVTS US EQUITY,2.47E-02,35239,Navitas Semiconductor Corp,Technology,Technologie,UNITED STATES,États-Unis,10.1900,495896.95,, 3931 HK EQUITY,1.49E-02,67500,CALB Group Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,24.9800,298962.38,, 6707 JP EQUITY,1.53E-02,5700,Sanken Electric Co Ltd,Technology,Technologie,JAPAN,Japon,"6,099.0000",306485.99,, 6674 JP EQUITY,1.87E-02,11009,GS Yuasa Corp,"Consumer, Cyclical",Consommation Cyclique,JAPAN,Japon,"3,862.0000",374832.54,, AMD US EQUITY,1.88E-02,1277,Advanced Micro Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,214.3500,378014.16,, LCID US EQUITY,1.09E-02,13650,Lucid Group Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,11.6000,218667.54,, MVST US EQUITY,1.48E-02,68567,Microvast Holdings Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,3.1400,297329.82,, RIVN US EQUITY,2.83E-02,21084,Rivian Automotive Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,19.5300,568655.09,, SLDP US EQUITY,1.54E-02,44007,Solid Power Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,5.1000,309945.7,, FLNC US EQUITY,0.033757392,22475,Fluence Energy Inc,Energy,Énergie,UNITED STATES,États-Unis,21.8300,677558.99,, NRGV US EQUITY,0.033541841,85676,Energy Vault Holdings Inc,Energy,Énergie,UNITED STATES,États-Unis,5.6900,673232.58,, GNTX US EQUITY,0.018086322,10738,Gentex Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,24.4800,363018.28,,