Humanoids

$TSLA (+7.45%)
Tesla

$XPEV
Xpeng

$1810 (-1.65%)
Xiaomi

$HYUD
Hyundai

Logistics

$SERV
Serve Robotics

$AMZN (+2.7%)
Amazon

$SYM
Symbotic

$AUTO (+2.9%)
AutoStore

Robotics Software

$NVDA (+3.12%)
NVIDIA

$PTC
PTC

Sensors

$OUST
Ouster

Healthcare Robotics

$ISRG (+0.46%)
Intuitive Surgical

$SYK (+0.54%)
Stryker

$MDT (+0.43%)
Medtronic

$ARAY (-16.17%)
Accuray

Industrial Robotics

$HON (+1.16%)
Honeywell

$TER
Teradyne

$LECO (+1.44%)
Lincoln Electric

Robotics Automation

$ROK
Rockwell Automation

$ABBN (+0.6%)
ABB

$ZBRA
Zebra Technologies

$CGNX (+0.62%)
Cognex

$PATH
UiPath

$PEGA
Pegasystems

Defense Robotics

$AVAV (+3.69%)
AeroVironment

$KTOS (+0.87%)
Kratos

$LMT (+1.09%)
Lockheed Martin

$NOC (+0.48%)
Northrop Grumman

$BA (+0.45%)
Boeing

$GD (+0.36%)
General Dynamics

Consumer & B2B Robotics

$IRBT (+16.55%)
iRobot

$1810 (-1.65%)
Xiaomi

$RR
RichTech Robotics

Specialized Robotics

$OII (+1.14%)
Oceaneering

$FARO (+0.54%)
FARO Technologies

I just closed my entire $DFEN (-0.09%) position after a very good ride last year, switching it with the new $IVDF because the VanEck ETF is currently too exposed to $PLTR (+5.22%) and with this structure it does not help me in my portfolio diversification (that is mainly tech, but I also believe that Palantir may not offer good earnings in 2025), while the new Invesco $IVDF has a very cool and balanced composition ($RKLB (+7.65%)
$KTOS (+0.87%)
$AVAV (+3.69%)
$LDOS (+2.15%) to name few) and also a much lower TER.

From my point of view this is the best ETF for anyone looking to invest in the Defence sector at the moment (and I also had been invested on $ASWC (+1.4%) last year, then I decided to go completely on $DFEN (-0.09%) until today).

NOT FINANCIAL ADVICE!!! 👀