Humanoids

$TSLA (+7,31%)
Tesla

$XPEV (-4,35%)
Xpeng

$1810 (-1,55%)
Xiaomi

$HYUD
Hyundai

Logistics

$SERV
Serve Robotics

$AMZN (+3,22%)
Amazon

$SYM
Symbotic

$AUTO (+2,9%)
AutoStore

Robotics Software

$NVDA (+3,64%)
NVIDIA

$PTC (+1,74%)
PTC

Sensors

$OUST
Ouster

Healthcare Robotics

$ISRG (+0,38%)
Intuitive Surgical

$SYK (+0,69%)
Stryker

$MDT (+0,53%)
Medtronic

$ARAY (-16,54%)
Accuray

Industrial Robotics

$HON (+1,08%)
Honeywell

$TER (+5,3%)
Teradyne

$LECO (+1,73%)
Lincoln Electric

Robotics Automation

$ROK (+1,48%)
Rockwell Automation

$ABBN (+0,68%)
ABB

$ZBRA (+1,55%)
Zebra Technologies

$CGNX (+0,23%)
Cognex

$PATH (-0,01%)
UiPath

$PEGA (+1,13%)
Pegasystems

Defense Robotics

$AVAV (+3,08%)
AeroVironment

$KTOS (+1,01%)
Kratos

$LMT (+1,09%)
Lockheed Martin

$NOC (+0,49%)
Northrop Grumman

$BA (+0,53%)
Boeing

$GD (+0,36%)
General Dynamics

Consumer & B2B Robotics

$IRBT (+21,33%)
iRobot

$1810 (-1,55%)
Xiaomi

$RR
RichTech Robotics

Specialized Robotics

$OII (+1,14%)
Oceaneering

$FARO (+0,54%)
FARO Technologies

I just closed my entire $DFEN (-0,19%) position after a very good ride last year, switching it with the new $IVDF (+0,62%) because the VanEck ETF is currently too exposed to $PLTR (+6,75%) 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 $IVDF (+0,62%) has a very cool and balanced composition ($RKLB (+8,97%)
$KTOS (+1,01%)
$AVAV (+3,08%)
$LDOS (+1,81%) 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 (+1,3%) last year, then I decided to go completely on $DFEN (-0,19%) until today).

NOT FINANCIAL ADVICE!!! 👀