Humanoids

$TSLA (+5,12 %)
Tesla

$XPEV (-4,07 %)
Xpeng

$1810 (-1,12 %)
Xiaomi

$HYUD
Hyundai

Logistics

$SERV
Serve Robotics

$AMZN (+3,62 %)
Amazon

$SYM
Symbotic

$AUTO (+3,12 %)
AutoStore

Robotics Software

$NVDA (+3,1 %)
NVIDIA

$PTC (+1,93 %)
PTC

Sensors

$OUST
Ouster

Healthcare Robotics

$ISRG (+0,05 %)
Intuitive Surgical

$SYK (+0,58 %)
Stryker

$MDT (+0,62 %)
Medtronic

$ARAY (-15,04 %)
Accuray

Industrial Robotics

$HON (+1,23 %)
Honeywell

$TER (+4,8 %)
Teradyne

$LECO (+1,73 %)
Lincoln Electric

Robotics Automation

$ROK (+1,61 %)
Rockwell Automation

$ABBN (+1,58 %)
ABB

$ZBRA (+1,92 %)
Zebra Technologies

$CGNX (+0,36 %)
Cognex

$PATH (+0,09 %)
UiPath

$PEGA (+1,13 %)
Pegasystems

Defense Robotics

$AVAV (+1,23 %)
AeroVironment

$KTOS (-0,48 %)
Kratos

$LMT (+1,26 %)
Lockheed Martin

$NOC (+0,52 %)
Northrop Grumman

$BA (+1,15 %)
Boeing

$GD (+0,37 %)
General Dynamics

Consumer & B2B Robotics

$IRBT (+18,41 %)
iRobot

$1810 (-1,12 %)
Xiaomi

$RR
RichTech Robotics

Specialized Robotics

$OII (+1,14 %)
Oceaneering

$FARO (+0,27 %)
FARO Technologies

I just closed my entire $DFEN (+0,18 %) position after a very good ride last year, switching it with the new $IVDF (+0,55 %) because the VanEck ETF is currently too exposed to $PLTR (+7,37 %) 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 $IVDF (+0,55 %) has a very cool and balanced composition ($RKLB (+9,57 %)
$KTOS (-0,48 %)
$AVAV (+1,23 %)
$LDOS (+2,24 %) 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 (+1,32 %) last year, then I decided to go completely on $DFEN (+0,18 %) until today).

NOT FINANCIAL ADVICE!!! 👀