Humanoids

$TSLA (-0,58 %)
Tesla

$XPEV (-6,84 %)
Xpeng

$1810 (+7,25 %)
Xiaomi

$HYUD
Hyundai

Logistics

$SERV
Serve Robotics

$AMZN (+2,55 %)
Amazon

$SYM
Symbotic

$AUTO (+5,14 %)
AutoStore

Robotics Software

$NVDA (-0,17 %)
NVIDIA

$PTC (+0,43 %)
PTC

Sensors

$OUST
Ouster

Healthcare Robotics

$ISRG (+1,54 %)
Intuitive Surgical

$SYK (-0,1 %)
Stryker

$MDT (+0 %)
Medtronic

$ARAY (-3,42 %)
Accuray

Industrial Robotics

$HON (+1,58 %)
Honeywell

$TER (+0,37 %)
Teradyne

$LECO (+1,69 %)
Lincoln Electric

Robotics Automation

$ROK (+0,85 %)
Rockwell Automation

$ABBN (+0,39 %)
ABB

$ZBRA (+2,23 %)
Zebra Technologies

$CGNX (+2,27 %)
Cognex

$PATH (+1,68 %)
UiPath

$PEGA (+2,06 %)
Pegasystems

Defense Robotics

$AVAV (+16,51 %)
AeroVironment

$KTOS (+5,7 %)
Kratos

$LMT (-0,24 %)
Lockheed Martin

$NOC (+1,01 %)
Northrop Grumman

$BA (+1,47 %)
Boeing

$GD (+1,56 %)
General Dynamics

Consumer & B2B Robotics

$IRBT (+5,62 %)
iRobot

$1810 (+7,25 %)
Xiaomi

$RR
RichTech Robotics

Specialized Robotics

$OII (+1,71 %)
Oceaneering

$FARO (+0 %)
FARO Technologies

I just closed my entire $DFEN (+2,63 %) position after a very good ride last year, switching it with the new $IVDF (+2,4 %) because the VanEck ETF is currently too exposed to $PLTR (+0,71 %) 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 $IVDF (+2,4 %) has a very cool and balanced composition ($RKLB (+11,71 %)
$KTOS (+5,7 %)
$AVAV (+16,51 %)
$LDOS (+0,51 %) 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 (+1,61 %) last year, then I decided to go completely on $DFEN (+2,63 %) until today).

NOT FINANCIAL ADVICE!!! 👀