Humanoids

$TSLA (+0,73 %)
Tesla

$XPEV (+0,55 %)
Xpeng

$1810 (+0,57 %)
Xiaomi

$HYUD
Hyundai

Logistics

$SERV
Serve Robotics

$AMZN (+1,87 %)
Amazon

$SYM
Symbotic

$AUTO (-26,11 %)
AutoStore

Robotics Software

$NVDA (+2,9 %)
NVIDIA

$PTC (+2,28 %)
PTC

Sensors

$OUST
Ouster

Healthcare Robotics

$ISRG (+3,81 %)
Intuitive Surgical

$SYK (+0,3 %)
Stryker

$MDT (+0,1 %)
Medtronic

$ARAY (+0,74 %)
Accuray

Industrial Robotics

$HON (+1,4 %)
Honeywell

$TER (+5,37 %)
Teradyne

$LECO (+2,81 %)
Lincoln Electric

Robotics Automation

$ROK (+2,64 %)
Rockwell Automation

$ABBN (+0,14 %)
ABB

$ZBRA (+4,34 %)
Zebra Technologies

$CGNX (+3,97 %)
Cognex

$PATH (+4,15 %)
UiPath

$PEGA (+1,92 %)
Pegasystems

Defense Robotics

$AVAV (+0,6 %)
AeroVironment

$KTOS (+3,08 %)
Kratos

$LMT (+0,53 %)
Lockheed Martin

$NOC (-2,47 %)
Northrop Grumman

$BA (+1,67 %)
Boeing

$GD (+0,77 %)
General Dynamics

Consumer & B2B Robotics

$IRBT (+9,92 %)
iRobot

$1810 (+0,57 %)
Xiaomi

$RR
RichTech Robotics

Specialized Robotics

$OII (+2,94 %)
Oceaneering

$FARO (+15,38 %)
FARO Technologies

I just closed my entire $DFEN (+1,38 %) position after a very good ride last year, switching it with the new $IVDF (+1,91 %) because the VanEck ETF is currently too exposed to $PLTR (+5,16 %) 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 $IVDF (+1,91 %) has a very cool and balanced composition ($RKLB (+3,96 %)
$KTOS (+3,08 %)
$AVAV (+0,6 %)
$LDOS (+1,97 %) 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 (+2,15 %) last year, then I decided to go completely on $DFEN (+1,38 %) until today).

NOT FINANCIAL ADVICE!!! 👀