Humanoids

$TSLA (+0,71%)
Tesla

$XPEV (+0,55%)
Xpeng

$1810 (+0,57%)
Xiaomi

$HYUD
Hyundai

Logistics

$SERV
Serve Robotics

$AMZN (+1,89%)
Amazon

$SYM
Symbotic

$AUTO (-26,11%)
AutoStore

Robotics Software

$NVDA (+2,86%)
NVIDIA

$PTC (+2,26%)
PTC

Sensors

$OUST
Ouster

Healthcare Robotics

$ISRG (+3,87%)
Intuitive Surgical

$SYK (+0,29%)
Stryker

$MDT (+0,16%)
Medtronic

$ARAY (+0,74%)
Accuray

Industrial Robotics

$HON (+1,39%)
Honeywell

$TER (+5,37%)
Teradyne

$LECO (+2,81%)
Lincoln Electric

Robotics Automation

$ROK (+2,59%)
Rockwell Automation

$ABBN (+0,14%)
ABB

$ZBRA (+4,34%)
Zebra Technologies

$CGNX (+4,01%)
Cognex

$PATH (+4,06%)
UiPath

$PEGA (+1,92%)
Pegasystems

Defense Robotics

$AVAV (+0,6%)
AeroVironment

$KTOS (+2,99%)
Kratos

$LMT (+0,55%)
Lockheed Martin

$NOC (-2,47%)
Northrop Grumman

$BA (+1,67%)
Boeing

$GD (+0,76%)
General Dynamics

Consumer & B2B Robotics

$IRBT (+9,95%)
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 (+1,37%) position after a very good ride last year, switching it with the new $IVDF (+1,89%) because the VanEck ETF is currently too exposed to $PLTR (+5,17%) 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 $IVDF (+1,89%) has a very cool and balanced composition ($RKLB (+4,03%)
$KTOS (+2,99%)
$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 (+2,13%) last year, then I decided to go completely on $DFEN (+1,37%) until today).

NOT FINANCIAL ADVICE!!! 👀