Humanoids

$TSLA (+0,65%)
Tesla

$XPEV (-2,13%)
Xpeng

$1810 (+2,09%)
Xiaomi

$HYUD
Hyundai

Logistics

$SERV
Serve Robotics

$AMZN (-0,36%)
Amazon

$SYM
Symbotic

$AUTO (+0,21%)
AutoStore

Robotics Software

$NVDA (-1,35%)
NVIDIA

$PTC (-0,14%)
PTC

Sensors

$OUST
Ouster

Healthcare Robotics

$ISRG (+0,69%)
Intuitive Surgical

$SYK (+0,21%)
Stryker

$MDT (+0,87%)
Medtronic

$ARAY (+0,78%)
Accuray

Industrial Robotics

$HON (+1,89%)
Honeywell

$TER (+0,24%)
Teradyne

$LECO (+0,32%)
Lincoln Electric

Robotics Automation

$ROK (+2,04%)
Rockwell Automation

$ABBN (+0,59%)
ABB

$ZBRA (+1,08%)
Zebra Technologies

$CGNX (+0,99%)
Cognex

$PATH (+1,32%)
UiPath

$PEGA (-1,64%)
Pegasystems

Defense Robotics

$AVAV (+2,63%)
AeroVironment

$KTOS (-0,27%)
Kratos

$LMT (-2,18%)
Lockheed Martin

$NOC (+0,72%)
Northrop Grumman

$BA (+4,1%)
Boeing

$GD (+0%)
General Dynamics

Consumer & B2B Robotics

$IRBT (-1,12%)
iRobot

$1810 (+2,09%)
Xiaomi

$RR
RichTech Robotics

Specialized Robotics

$OII (+3,96%)
Oceaneering

$FARO (-2,29%)
FARO Technologies

I just closed my entire $DFEN (+1,11%) position after a very good ride last year, switching it with the new $IVDF (+0,74%) because the VanEck ETF is currently too exposed to $PLTR (+2,14%) 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 $IVDF (+0,74%) has a very cool and balanced composition ($RKLB (-0,34%)
$KTOS (-0,27%)
$AVAV (+2,63%)
$LDOS (+0,43%) 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 (+0,3%) last year, then I decided to go completely on $DFEN (+1,11%) until today).

NOT FINANCIAL ADVICE!!! 👀