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,1.32E-02,79012,Plug Power Inc,Energy,Énergie,UNITED STATES,États-Unis,2.3200,254092.16,, VOW3 GR EQUITY,2.29E-02,2680,Volkswagen AG,"Consumer, Cyclical",Consommation Cyclique,GERMANY,Allemagne,101.8000,440611.9,, 819 HK EQUITY,1.63E-02,243700,Tianneng Power International Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,7.2200,313000.95,, APTV US EQUITY,2.05E-02,3294,Aptiv PLC,"Consumer, Cyclical",Consommation Cyclique,IRELAND,Irlande,86.4500,394728.81,, PAH3 GR EQUITY,2.22E-02,6850,Porsche Automobil Holding SE,"Consumer, Cyclical",Consommation Cyclique,GERMANY,Allemagne,38.6300,427355.13,, RNO FP EQUITY,1.85E-02,6510,Renault SA,"Consumer, Cyclical",Consommation Cyclique,FRANCE,France,33.7800,355152.01,, SITM US EQUITY,2.41E-02,1003,SiTime Corp,Technology,Technologie,UNITED STATES,États-Unis,333.1000,463111.74,, LI US EQUITY,1.40E-02,11559,Li Auto Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,16.8200,269498.58,, 1211 HK EQUITY,1.71E-02,19500,BYD Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,94.6500,328328.18,, XPEV US EQUITY,1.88E-02,12665,XPeng Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,20.5200,360240.7,, QS US EQUITY,1.43E-02,18173,QuantumScape Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,10.8900,274324.59,, NRGV US EQUITY,0.032100133,82232,Energy Vault Holdings Inc,Energy,Énergie,UNITED STATES,États-Unis,5.4100,616663.65,, GNTX US EQUITY,1.84E-02,10306,Gentex Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,24.6800,352570.14,, EVGO US EQUITY,1.42E-02,62998,EVgo Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,3.1200,272452.99,, PSNY US EQUITY,1.66E-02,10389,Polestar Automotive Holding UK PLC,"Consumer, Cyclical",Consommation Cyclique,SWEDEN,Suède,22.2000,319695.81,, STMPA FP EQUITY,1.90E-02,9426,STMicroelectronics NV,Technology,Technologie,SWITZERLAND,Suisse,24.0050,365428.82,, ST US EQUITY,0.023518572,9244,Sensata Technologies Holding PLC,Industrial,Produits Industriels,UNITED STATES,États-Unis,35.2600,451806.5,, DIOD US EQUITY,2.22E-02,5602,Diodes Inc,Technology,Technologie,UNITED STATES,États-Unis,54.9200,426465.46,, EOSE US EQUITY,0.020010824,19781,Eos Energy Enterprises Inc,Energy,Énergie,UNITED STATES,États-Unis,14.0200,384420.45,, WOLF US EQUITY,1.17E-02,8614,Wolfspeed Inc,Technology,Technologie,UNITED STATES,États-Unis,18.8800,225432.79,, AIIO US EQUITY,4.14E-03,186269,Robo.ai Inc,"Consumer, Cyclical",Consommation Cyclique,UAE,UAE,0.3080,79524.6,, 6960 HK EQUITY,1.45E-02,94600,Shuangdeng Group Co Ltd,Industrial,Produits Industriels,CHINA,Chine,16.5400,278342.53,, 666 HK EQUITY,1.76E-02,147700,REPT BATTERO Energy Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,12.8600,337889.26,, 3677 HK EQUITY,0.013819119,176400,Jiangsu Zenergy Battery Technologies Group Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,8.4600,265473.92,, 3750 HK EQUITY,1.82E-02,3900,Contemporary Amperex Technology Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,503.5000,349314.82,, 1304 HK EQUITY,0.014806754,12300,Fortior Technology Shenzhen Co Ltd,Industrial,Produits Industriels,CHINA,Chine,130.0000,284447.02,, TSLA US EQUITY,1.92E-02,609,Tesla Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,435.8000,367887.26,, TXN US EQUITY,2.13E-02,1564,Texas Instruments Inc,Technology,Technologie,UNITED STATES,États-Unis,188.4500,408548.03,, THRM US EQUITY,2.23E-02,7908,Gentherm Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,39.0500,428053.38,, ADI US EQUITY,2.58E-02,1193,Analog Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,299.1600,494714,, AMBA US EQUITY,1.88E-02,3686,Ambarella Inc,Technology,Technologie,UNITED STATES,États-Unis,70.7800,361639.72,, CRUS US EQUITY,1.99E-02,2242,Cirrus Logic Inc,Technology,Technologie,UNITED STATES,États-Unis,122.8200,381693.65,, SWKS US EQUITY,1.67E-02,3822,Skyworks Solutions Inc,Technology,Technologie,UNITED STATES,États-Unis,60.6600,321368.51,, NVDA US EQUITY,0.019172943,1436,NVIDIA Corp,Technology,Technologie,UNITED STATES,États-Unis,185.0400,368324.23,, ARM US EQUITY,1.41E-02,1734,ARM Holdings PLC,Technology,Technologie,BRITAIN,Grande-Bretagne,113.0800,271797.29,, 9863 HK EQUITY,1.54E-02,34100,Zhejiang Leapmotor Technology Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,48.7800,295902.82,, VC US EQUITY,1.79E-02,2375,Visteon Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,104.1700,342938.71,, BE US EQUITY,2.74E-02,3118,Bloom Energy Corp,Industrial,Produits Industriels,UNITED STATES,États-Unis,121.8400,526594.39,, NIO US EQUITY,1.36E-02,39871,NIO Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,4.7300,261413.79,, MPWR US EQUITY,2.44E-02,352,Monolithic Power Systems Inc,Technology,Technologie,UNITED STATES,États-Unis,959.0900,467963.8,, AMPX US EQUITY,1.60E-02,23948,Amprius Technologies Inc,Industrial,Produits Industriels,UNITED STATES,États-Unis,9.2400,306726.61,, HIMX US EQUITY,1.95E-02,32749,Himax Technologies Inc,Technology,Technologie,TAIWAN,Taïwan,8.2600,374962.92,, NVTS US EQUITY,2.46E-02,33821,Navitas Semiconductor Corp,Technology,Technologie,UNITED STATES,États-Unis,10.0600,471622.65,, 3931 HK EQUITY,1.53E-02,65200,CALB Group Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,25.3200,293673.14,, 6707 JP EQUITY,1.62E-02,5500,Sanken Electric Co Ltd,Technology,Technologie,JAPAN,Japon,"6,410.0000",311345.04,, ENS US EQUITY,2.78E-02,2456,EnerSys,Industrial,Produits Industriels,UNITED STATES,États-Unis,157.0400,534624.53,, 6674 JP EQUITY,1.84E-02,10609,GS Yuasa Corp,"Consumer, Cyclical",Consommation Cyclique,JAPAN,Japon,"3,780.0000",354150.2,, AMD US EQUITY,1.81E-02,1223,Advanced Micro Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,204.6800,346986.11,, LCID US EQUITY,1.06E-02,13099,Lucid Group Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,11.2400,204086.69,, MVST US EQUITY,1.67E-02,65812,Microvast Holdings Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,3.5200,321113.07,, RIVN US EQUITY,0.02903924,20234,Rivian Automotive Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,19.8900,557861.97,, SLDP US EQUITY,0.016184047,42240,Solid Power Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,5.3100,310905.68,, FLNC US EQUITY,0.032968957,21573,Fluence Energy Inc,Energy,Énergie,UNITED STATES,États-Unis,21.1800,633354.31,,