Humanoids

$TSLA (+7,7%)
Tesla

$XPEV (+9,6%)
Xpeng

$1810 (-0,3%)
Xiaomi

$HYUD
Hyundai

Logistics

$SERV
Serve Robotics

$AMZN (+7,08%)
Amazon

$SYM
Symbotic

$AUTO (+1,84%)
AutoStore

Robotics Software

$NVDA (+5,93%)
NVIDIA

$PTC (+3,81%)
PTC

Sensors

$OUST
Ouster

Healthcare Robotics

$ISRG (+4,02%)
Intuitive Surgical

$SYK (+4,46%)
Stryker

$MDT (+1,66%)
Medtronic

$ARAY (+2,99%)
Accuray

Industrial Robotics

$HON (+2,48%)
Honeywell

$TER (+6,91%)
Teradyne

$LECO (+3,94%)
Lincoln Electric

Robotics Automation

$ROK (+4,07%)
Rockwell Automation

$ABBN (+1,87%)
ABB

$ZBRA (+4,51%)
Zebra Technologies

$CGNX (+3,34%)
Cognex

$PATH (+5,24%)
UiPath

$PEGA (+4,83%)
Pegasystems

Defense Robotics

$AVAV (+4,11%)
AeroVironment

$KTOS (+5,46%)
Kratos

$LMT (+0,92%)
Lockheed Martin

$NOC (+1,67%)
Northrop Grumman

$BA (+5,41%)
Boeing

$GD (+1,67%)
General Dynamics

Consumer & B2B Robotics

$IRBT (+4,12%)
iRobot

$1810 (-0,3%)
Xiaomi

$RR
RichTech Robotics

Specialized Robotics

$OII (+3,82%)
Oceaneering

$FARO (+1,32%)
FARO Technologies

I just closed my entire $DFEN (-1,04%) position after a very good ride last year, switching it with the new $IVDF (+2,31%) because the VanEck ETF is currently too exposed to $PLTR (+4,91%) 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 $IVDF (+2,31%) has a very cool and balanced composition ($RKLB (+6,94%)
$KTOS (+5,46%)
$AVAV (+4,11%)
$LDOS (+4,48%) 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 (+0,64%) last year, then I decided to go completely on $DFEN (-1,04%) until today).

NOT FINANCIAL ADVICE!!! 👀