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,1.98E-02,112812,Plug Power Inc,Energy,Énergie,UNITED STATES,États-Unis,2.5000,386282.39,, TSLA US EQUITY,1.92E-02,609,Tesla Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,449.0600,374568.51,, TXN US EQUITY,1.85E-02,1364,Texas Instruments Inc,Technology,Technologie,UNITED STATES,États-Unis,193.3100,361142.24,, THRM US EQUITY,1.78E-02,6908,Gentherm Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,36.7000,347238.6,, ADI US EQUITY,1.92E-02,893,Analog Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,305.6000,373778.58,, APTV US EQUITY,1.66E-02,3094,Aptiv PLC,"Consumer, Cyclical",Consommation Cyclique,IRELAND,Irlande,76.4700,324056.7,, PAH3 GR EQUITY,1.83E-02,5950,Porsche Automobil Holding SE,"Consumer, Cyclical",Consommation Cyclique,GERMANY,Allemagne,37.1200,357623.07,, RNO FP EQUITY,1.83E-02,6810,Renault SA,"Consumer, Cyclical",Consommation Cyclique,FRANCE,France,32.3200,356384.7,, LI US EQUITY,0.018727768,15959,Li Auto Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,16.7100,365251.26,, 1211 HK EQUITY,1.91E-02,21300,BYD Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,99.6000,372681.4,, XPEV US EQUITY,1.79E-02,13265,XPeng Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,19.2500,349741.84,, QS US EQUITY,1.74E-02,23973,QuantumScape Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,10.3600,340166.66,, DIOD US EQUITY,1.86E-02,4702,Diodes Inc,Technology,Technologie,UNITED STATES,États-Unis,56.4700,363672.13,, EOSE US EQUITY,1.99E-02,16581,Eos Energy Enterprises Inc,Energy,Énergie,UNITED STATES,États-Unis,17.1100,388570.95,, WOLF US EQUITY,1.72E-02,13614,Wolfspeed Inc,Technology,Technologie,UNITED STATES,États-Unis,17.9600,334889.62,, ARM US EQUITY,1.90E-02,2334,ARM Holdings PLC,Technology,Technologie,BRITAIN,Grande-Bretagne,116.0700,371048.29,, 9863 HK EQUITY,1.69E-02,42300,Zhejiang Leapmotor Technology Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,44.3600,329633,, 2676 HK EQUITY,1.81E-02,14400,Suzhou Novosense Microelectronics Co Ltd,Technology,Technologie,CHINA,Chine,139.7000,353392.78,, 699 HK EQUITY,1.90E-02,110400,Ningbo Joyson Electronic Corp,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,19.0700,369843.97,, 9927 HK EQUITY,1.77E-02,18800,Seres Group Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,104.5000,345122.22,, AMBA US EQUITY,1.64E-02,3486,Ambarella Inc,Technology,Technologie,UNITED STATES,États-Unis,67.1900,320805.37,, CRUS US EQUITY,1.92E-02,2142,Cirrus Logic Inc,Technology,Technologie,UNITED STATES,États-Unis,127.3300,373559.52,, SWKS US EQUITY,1.79E-02,4322,Skyworks Solutions Inc,Technology,Technologie,UNITED STATES,États-Unis,58.9600,349021.23,, NVDA US EQUITY,1.89E-02,1436,NVIDIA Corp,Technology,Technologie,UNITED STATES,États-Unis,187.6700,369112.62,, BE US EQUITY,1.85E-02,1818,Bloom Energy Corp,Industrial,Produits Industriels,UNITED STATES,États-Unis,144.8900,360779.53,, AMPX US EQUITY,1.99E-02,25348,Amprius Technologies Inc,Industrial,Produits Industriels,UNITED STATES,États-Unis,11.1700,387798.81,, HIMX US EQUITY,0.01853701,31349,Himax Technologies Inc,Technology,Technologie,TAIWAN,Taïwan,8.4200,361530.87,, NVTS US EQUITY,1.67E-02,23421,Navitas Semiconductor Corp,Technology,Technologie,UNITED STATES,États-Unis,10.1700,326239.08,, 3931 HK EQUITY,1.86E-02,73000,CALB Group Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,28.3600,363687.07,, VC US EQUITY,1.72E-02,2675,Visteon Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,91.4100,334909.21,, ENS US EQUITY,2.02E-02,1656,EnerSys,Industrial,Produits Industriels,UNITED STATES,États-Unis,173.4100,393318.23,, 6674 JP EQUITY,1.83E-02,10709,GS Yuasa Corp,"Consumer, Cyclical",Consommation Cyclique,JAPAN,Japon,"3,783.0000",356076.89,, NIO US EQUITY,1.82E-02,55871,NIO Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,4.6400,355070.04,, MPWR US EQUITY,1.88E-02,252,Monolithic Power Systems Inc,Technology,Technologie,UNITED STATES,États-Unis,"1,063.7400",367151.78,, LCID US EQUITY,1.79E-02,22999,Lucid Group Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,11.0600,348396.42,, AIIO US EQUITY,1.50E-03,79669,Robo.ai Inc,"Consumer, Cyclical",Consommation Cyclique,UAE,UAE,0.2686,29309.26,, AMD US EQUITY,2.23E-02,1223,Advanced Micro Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,259.6800,434985.28,, VOW3 GR EQUITY,1.91E-02,2180,Volkswagen AG,"Consumer, Cyclical",Consommation Cyclique,GERMANY,Allemagne,105.5000,372399.89,, 819 HK EQUITY,1.88E-02,271900,Tianneng Power International Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,7.6700,366356.03,, FCEL US EQUITY,2.27E-02,31900,FuelCell Energy Inc,Energy,Énergie,UNITED STATES,États-Unis,10.1300,442598.29,, CWR LN EQUITY,2.55E-02,76800,Ceres Power Holdings PLC,Energy,Énergie,BRITAIN,Grande-Bretagne,347.2000,498064.67,, SITM US EQUITY,1.69E-02,703,SiTime Corp,Technology,Technologie,UNITED STATES,États-Unis,342.9000,330166.05,, MVST US EQUITY,1.56E-02,73612,Microvast Holdings Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,3.0100,303476.25,, RIVN US EQUITY,1.56E-02,13934,Rivian Automotive Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,15.9500,304401.01,, SLDP US EQUITY,1.86E-02,48840,Solid Power Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,5.4200,362563.89,, FLNC US EQUITY,1.96E-02,10373,Fluence Energy Inc,Energy,Énergie,UNITED STATES,États-Unis,26.9400,382746.8,, NRGV US EQUITY,0.019610604,51332,Energy Vault Holdings Inc,Energy,Énergie,UNITED STATES,États-Unis,5.4400,382469.39,, GNTX US EQUITY,1.76E-02,10606,Gentex Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,23.5900,342680.32,, EVGO US EQUITY,1.81E-02,83198,EVgo Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,3.0900,352112.11,, PSNY US EQUITY,1.50E-02,12689,Polestar Automotive Holding UK PLC,"Consumer, Cyclical",Consommation Cyclique,SWEDEN,Suède,16.8600,293018.18,, STMPA FP EQUITY,1.85E-02,9026,STMicroelectronics NV,Technology,Technologie,SWITZERLAND,Suisse,24.6500,360257.34,, 666 HK EQUITY,0.017352726,151100,REPT BATTERO Energy Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,12.7500,338433.56,, 3677 HK EQUITY,1.89E-02,235500,Jiangsu Zenergy Battery Technologies Group Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,8.9000,368196.53,, 3750 HK EQUITY,0.017408707,4100,Contemporary Amperex Technology Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,471.4000,339525.36,, 6707 JP EQUITY,1.88E-02,6000,Sanken Electric Co Ltd,Technology,Technologie,JAPAN,Japon,"6,957.0000",366886.54,,