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,1.87E-02,112812,Plug Power Inc,Energy,Énergie,UNITED STATES,États-Unis,2.3400,356135.53,, 819 HK EQUITY,0.018487148,271900,Tianneng Power International Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,7.5000,352481.35,, APTV US EQUITY,1.73E-02,3094,Aptiv PLC,"Consumer, Cyclical",Consommation Cyclique,IRELAND,Irlande,78.8300,329045.52,, PAH3 GR EQUITY,1.83E-02,5950,Porsche Automobil Holding SE,"Consumer, Cyclical",Consommation Cyclique,GERMANY,Allemagne,36.2700,348340.07,, RNO FP EQUITY,1.83E-02,6810,Renault SA,"Consumer, Cyclical",Consommation Cyclique,FRANCE,France,31.7700,349223.33,, SITM US EQUITY,1.82E-02,703,SiTime Corp,Technology,Technologie,UNITED STATES,États-Unis,365.5800,346722.4,, LI US EQUITY,1.95E-02,15959,Li Auto Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,17.2600,371612.75,, 1211 HK EQUITY,1.97E-02,21300,BYD Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,101.8000,374794.36,, XPEV US EQUITY,1.74E-02,13265,XPeng Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,18.5900,332683.14,, QS US EQUITY,1.67E-02,23973,QuantumScape Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,9.8550,318730.16,, STMPA FP EQUITY,1.80E-02,9026,STMicroelectronics NV,Technology,Technologie,SWITZERLAND,Suisse,23.5350,342884.97,, DIOD US EQUITY,2.00E-02,4702,Diodes Inc,Technology,Technologie,UNITED STATES,États-Unis,60.2600,382257.39,, EOSE US EQUITY,1.89E-02,16581,Eos Energy Enterprises Inc,Energy,Énergie,UNITED STATES,États-Unis,16.1100,360371.47,, WOLF US EQUITY,1.67E-02,13614,Wolfspeed Inc,Technology,Technologie,UNITED STATES,États-Unis,17.3300,318294,, ARM US EQUITY,1.79E-02,2334,ARM Holdings PLC,Technology,Technologie,BRITAIN,Grande-Bretagne,108.4300,341424.32,, 9863 HK EQUITY,1.62E-02,42300,Zhejiang Leapmotor Technology Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,42.1600,308252.52,, 2676 HK EQUITY,1.99E-02,14400,Suzhou Novosense Microelectronics Co Ltd,Technology,Technologie,CHINA,Chine,152.3000,379077.55,, 699 HK EQUITY,1.72E-02,110400,Ningbo Joyson Electronic Corp,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,17.1900,328027.78,, 9927 HK EQUITY,1.67E-02,18800,Seres Group Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,97.8500,317968.68,, TSLA US EQUITY,1.80E-02,609,Tesla Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,416.5600,342246.49,, TXN US EQUITY,2.11E-02,1364,Texas Instruments Inc,Technology,Technologie,UNITED STATES,États-Unis,218.9700,402942.55,, THRM US EQUITY,1.75E-02,6908,Gentherm Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,35.8400,334013.85,, ADI US EQUITY,2.01E-02,893,Analog Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,318.7000,383952.65,, AMBA US EQUITY,1.63E-02,3486,Ambarella Inc,Technology,Technologie,UNITED STATES,États-Unis,65.9000,309925.24,, CRUS US EQUITY,0.019730662,2142,Cirrus Logic Inc,Technology,Technologie,UNITED STATES,États-Unis,130.1800,376190.54,, SWKS US EQUITY,1.71E-02,4322,Skyworks Solutions Inc,Technology,Technologie,UNITED STATES,États-Unis,55.7900,325300.9,, NVDA US EQUITY,1.96E-02,1436,NVIDIA Corp,Technology,Technologie,UNITED STATES,États-Unis,192.5100,372951.09,, AMPX US EQUITY,2.44E-02,25348,Amprius Technologies Inc,Industrial,Produits Industriels,UNITED STATES,États-Unis,13.5800,464395.08,, HIMX US EQUITY,1.86E-02,31349,Himax Technologies Inc,Technology,Technologie,TAIWAN,Taïwan,8.3700,353991.87,, NVTS US EQUITY,1.57E-02,23421,Navitas Semiconductor Corp,Technology,Technologie,UNITED STATES,États-Unis,9.4600,298910.18,, 3931 HK EQUITY,1.65E-02,73000,CALB Group Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,24.9000,314186.76,, VC US EQUITY,1.75E-02,2675,Visteon Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,92.4200,333529.22,, ENS US EQUITY,2.17E-02,1656,EnerSys,Industrial,Produits Industriels,UNITED STATES,États-Unis,184.8500,412975.16,, BE US EQUITY,2.01E-02,1818,Bloom Energy Corp,Industrial,Produits Industriels,UNITED STATES,États-Unis,156.5100,383866.41,, NIO US EQUITY,1.89E-02,55871,NIO Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,4.7700,359541.45,, MPWR US EQUITY,2.11E-02,252,Monolithic Power Systems Inc,Technology,Technologie,UNITED STATES,États-Unis,"1,183.1500",402239.29,, 6674 JP EQUITY,1.78E-02,10709,GS Yuasa Corp,"Consumer, Cyclical",Consommation Cyclique,JAPAN,Japon,"3,592.0000",338920.21,, AMD US EQUITY,2.18E-02,1223,Advanced Micro Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,252.1800,416084.21,, VOW3 GR EQUITY,1.91E-02,2180,Volkswagen AG,"Consumer, Cyclical",Consommation Cyclique,GERMANY,Allemagne,103.5500,364372.43,, FCEL US EQUITY,2.03E-02,31900,FuelCell Energy Inc,Energy,Énergie,UNITED STATES,États-Unis,8.9900,386896.25,, CWR LN EQUITY,2.23E-02,76800,Ceres Power Holdings PLC,Energy,Énergie,BRITAIN,Grande-Bretagne,297.0000,424813.55,, LCID US EQUITY,1.84E-02,22999,Lucid Group Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,11.3300,351546.68,, MVST US EQUITY,1.39E-02,73612,Microvast Holdings Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,2.6700,265157.56,, RIVN US EQUITY,1.50E-02,13934,Rivian Automotive Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,15.1700,285171.11,, SLDP US EQUITY,0.016639868,48840,Solid Power Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,4.8150,317260.56,, FLNC US EQUITY,2.32E-02,10373,Fluence Energy Inc,Energy,Énergie,UNITED STATES,États-Unis,31.5700,441797.35,, NRGV US EQUITY,1.91E-02,51332,Energy Vault Holdings Inc,Energy,Énergie,UNITED STATES,États-Unis,5.2600,364265.53,, GNTX US EQUITY,1.80E-02,10606,Gentex Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,24.0400,343977.65,, EVGO US EQUITY,1.85E-02,83198,EVgo Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,3.1400,352441.2,, PSNY US EQUITY,0.014769685,12689,Polestar Automotive Holding UK PLC,"Consumer, Cyclical",Consommation Cyclique,SWEDEN,Suède,16.4500,281603.11,, AIIO US EQUITY,1.40E-03,79669,Robo.ai Inc,"Consumer, Cyclical",Consommation Cyclique,UAE,UAE,0.2480,26655.4,, 666 HK EQUITY,0.016218684,151100,REPT BATTERO Energy Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,11.8400,309230.15,, 3677 HK EQUITY,1.89E-02,235500,Jiangsu Zenergy Battery Technologies Group Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,8.8500,360246.57,, 3750 HK EQUITY,1.77E-02,4100,Contemporary Amperex Technology Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,477.4000,338323.33,, 6707 JP EQUITY,1.93E-02,6000,Sanken Electric Co Ltd,Technology,Technologie,JAPAN,Japon,"6,962.0000",368042.09,,