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,1.62E-02,111887,Plug Power Inc,Energy,Énergie,UNITED STATES,États-Unis,1.9100,292657.18,, TSLA US EQUITY,1.90E-02,607,Tesla Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,411.7100,342236.47,, TXN US EQUITY,2.25E-02,1358,Texas Instruments Inc,Technology,Technologie,UNITED STATES,États-Unis,218.0500,405510.44,, THRM US EQUITY,1.63E-02,6846,Gentherm Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,31.3100,293539.22,, ADI US EQUITY,2.31E-02,881,Analog Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,345.3000,416599.43,, 819 HK EQUITY,1.76E-02,239900,Tianneng Power International Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,7.5600,317839.7,, APTV US EQUITY,0.018730133,3066,Aptiv PLC,"Consumer, Cyclical",Consommation Cyclique,IRELAND,Irlande,80.4600,337830.11,, PAH3 GR EQUITY,1.82E-02,5650,Porsche Automobil Holding SE,"Consumer, Cyclical",Consommation Cyclique,GERMANY,Allemagne,35.9700,327534.02,, RNO FP EQUITY,0.018419766,6410,Renault SA,"Consumer, Cyclical",Consommation Cyclique,FRANCE,France,32.1600,332232.11,, LI US EQUITY,2.20E-02,15833,Li Auto Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,18.3200,397223.43,, 1211 HK EQUITY,1.80E-02,18900,BYD Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,97.8000,323934.17,, XPEV US EQUITY,1.77E-02,13153,XPeng Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,17.7500,319719.67,, QS US EQUITY,1.29E-02,23777,QuantumScape Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,7.1700,233465.33,, DIOD US EQUITY,0.023826167,4667,Diodes Inc,Technology,Technologie,UNITED STATES,États-Unis,67.2400,429745.84,, EOSE US EQUITY,1.43E-02,16442,Eos Energy Enterprises Inc,Energy,Énergie,UNITED STATES,États-Unis,11.4500,257813.89,, WOLF US EQUITY,0.01953499,13499,Wolfspeed Inc,Technology,Technologie,UNITED STATES,États-Unis,19.0600,352347.08,, ARM US EQUITY,2.23E-02,2312,ARM Holdings PLC,Technology,Technologie,BRITAIN,Grande-Bretagne,126.9300,401881.76,, 9863 HK EQUITY,1.60E-02,37400,Zhejiang Leapmotor Technology Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,43.9400,287996.86,, 2676 HK EQUITY,1.70E-02,12700,Suzhou Novosense Microelectronics Co Ltd,Technology,Technologie,CHINA,Chine,138.0000,307141.79,, 699 HK EQUITY,1.63E-02,97900,Ningbo Joyson Electronic Corp,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,17.1100,293554.54,, AMBA US EQUITY,1.74E-02,3454,Ambarella Inc,Technology,Technologie,UNITED STATES,États-Unis,66.2300,313273.22,, CRUS US EQUITY,2.27E-02,2127,Cirrus Logic Inc,Technology,Technologie,UNITED STATES,États-Unis,140.2900,408639.54,, SWKS US EQUITY,1.93E-02,4291,Skyworks Solutions Inc,Technology,Technologie,UNITED STATES,États-Unis,59.2200,347995.08,, NVDA US EQUITY,0.020343937,1426,NVIDIA Corp,Technology,Technologie,UNITED STATES,États-Unis,187.9000,366937.83,, BE US EQUITY,2.18E-02,1805,Bloom Energy Corp,Industrial,Produits Industriels,UNITED STATES,États-Unis,159.0000,393025.3,, AMPX US EQUITY,1.98E-02,25145,Amprius Technologies Inc,Industrial,Produits Industriels,UNITED STATES,États-Unis,10.3500,356400.39,, HIMX US EQUITY,1.74E-02,31096,Himax Technologies Inc,Technology,Technologie,TAIWAN,Taïwan,7.3800,314273,, NVTS US EQUITY,1.43E-02,23234,Navitas Semiconductor Corp,Technology,Technologie,UNITED STATES,États-Unis,8.0800,257087.83,, 3931 HK EQUITY,1.68E-02,64600,CALB Group Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,26.7200,302499.79,, VC US EQUITY,1.89E-02,2651,Visteon Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,93.9050,340913.84,, ENS US EQUITY,2.20E-02,1638,EnerSys,Industrial,Produits Industriels,UNITED STATES,États-Unis,176.8500,396702.69,, 6674 JP EQUITY,2.40E-02,9509,GS Yuasa Corp,"Consumer, Cyclical",Consommation Cyclique,JAPAN,Japon,"5,153.0000",432684.54,, NIO US EQUITY,2.07E-02,55412,NIO Inc,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,4.9300,374107.94,, MPWR US EQUITY,2.26E-02,253,Monolithic Power Systems Inc,Technology,Technologie,UNITED STATES,États-Unis,"1,175.2200",407179.47,, AIIO US EQUITY,7.37E-04,81869,Robo.ai Inc,"Consumer, Cyclical",Consommation Cyclique,UAE,UAE,0.1185,13285.69,, 666 HK EQUITY,1.84E-02,133700,REPT BATTERO Energy Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,14.2000,332717.66,, 3677 HK EQUITY,1.77E-02,208500,Jiangsu Zenergy Battery Technologies Group Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,8.7500,319720.3,, 3750 HK EQUITY,1.86E-02,3600,Contemporary Amperex Technology Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,531.5000,335321.86,, 6707 JP EQUITY,2.08E-02,5300,Sanken Electric Co Ltd,Technology,Technologie,JAPAN,Japon,"8,016.0000",375154.33,, AMD US EQUITY,1.87E-02,1211,Advanced Micro Devices Inc,Technology,Technologie,UNITED STATES,États-Unis,203.3700,337269.61,, VOW3 GR EQUITY,0.019527066,2130,Volkswagen AG,"Consumer, Cyclical",Consommation Cyclique,GERMANY,Allemagne,102.6000,352204.17,, FCEL US EQUITY,0.01861597,31637,FuelCell Energy Inc,Energy,Énergie,UNITED STATES,États-Unis,7.7500,335770.99,, CWR LN EQUITY,0.023321592,77900,Ceres Power Holdings PLC,Energy,Énergie,BRITAIN,Grande-Bretagne,293.0000,420644.96,, SITM US EQUITY,0.021016673,698,SiTime Corp,Technology,Technologie,UNITED STATES,États-Unis,396.5700,379071.78,, LCID US EQUITY,1.69E-02,22806,Lucid Group Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,9.7500,304508.85,, MVST US EQUITY,0.013138601,73015,Microvast Holdings Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,2.3700,236977.23,, RIVN US EQUITY,0.016356109,13818,Rivian Automotive Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,15.5900,295010.51,, SLDP US EQUITY,0.013275906,48436,Solid Power Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,3.6100,239453.76,, FLNC US EQUITY,0.012940433,10292,Fluence Energy Inc,Energy,Énergie,UNITED STATES,États-Unis,16.5600,233402.92,, NRGV US EQUITY,0.012292138,50911,Energy Vault Holdings Inc,Energy,Énergie,UNITED STATES,États-Unis,3.1800,221709.82,, GNTX US EQUITY,0.019138473,10516,Gentex Corp,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,23.9700,345195.23,, EVGO US EQUITY,0.017667535,82516,EVgo Inc,"Consumer, Cyclical",Consommation Cyclique,UNITED STATES,États-Unis,2.8200,318664.33,, PSNY US EQUITY,1.69E-02,12586,Polestar Automotive Holding UK PLC,"Consumer, Cyclical",Consommation Cyclique,SWEDEN,Suède,17.7300,305592.47,, STMPA FP EQUITY,0.020548177,8126,STMicroelectronics NV,Technology,Technologie,SWITZERLAND,Suisse,28.3000,370621.65,, 9927 HK EQUITY,0.015628974,16600,Seres Group Co Ltd,"Consumer, Cyclical",Consommation Cyclique,CHINA,Chine,96.9000,281895.38,,