Humanoids

$TSLA (+4,57%)
Tesla

$XPEV (+0,81%)
Xpeng

$1810 (+1,41%)
Xiaomi

$HYUD
Hyundai

Logistics

$SERV
Serve Robotics

$AMZN (-0,24%)
Amazon

$SYM
Symbotic

$AUTO (-7,13%)
AutoStore

Robotics Software

$NVDA (+5,32%)
NVIDIA

$PTC (+0,43%)
PTC

Sensors

$OUST
Ouster

Healthcare Robotics

$ISRG (-0,24%)
Intuitive Surgical

$SYK (-0,23%)
Stryker

$MDT (-1,53%)
Medtronic

$ARAY (-4,05%)
Accuray

Industrial Robotics

$HON (+0,36%)
Honeywell

$TER (-1,09%)
Teradyne

$LECO (+0,57%)
Lincoln Electric

Robotics Automation

$ROK (-0,18%)
Rockwell Automation

$ABBN (+0,02%)
ABB

$ZBRA (-0,92%)
Zebra Technologies

$CGNX (+0,49%)
Cognex

$PATH (-0,08%)
UiPath

$PEGA (+0%)
Pegasystems

Defense Robotics

$AVAV (-1,53%)
AeroVironment

$KTOS (+0,16%)
Kratos

$LMT (-2,03%)
Lockheed Martin

$NOC (-3,12%)
Northrop Grumman

$BA (+0,91%)
Boeing

$GD (-1,25%)
General Dynamics

Consumer & B2B Robotics

$IRBT (+6,02%)
iRobot

$1810 (+1,41%)
Xiaomi

$RR
RichTech Robotics

Specialized Robotics

$OII (+0%)
Oceaneering

$FARO (+0,27%)
FARO Technologies

I just closed my entire $DFEN (-1,6%) position after a very good ride last year, switching it with the new $IVDF (+0,21%) because the VanEck ETF is currently too exposed to $PLTR (+1,79%) 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 $IVDF (+0,21%) has a very cool and balanced composition ($RKLB (+11,32%)
$KTOS (+0,16%)
$AVAV (-1,53%)
$LDOS (-0,52%) 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 (-1,28%) last year, then I decided to go completely on $DFEN (-1,6%) until today).

NOT FINANCIAL ADVICE!!! 👀