HANetf co-CEO Hector McNeil joined Proactive's Stephen Gunnion to make the case for the Drone UCITS ETF (LSE:DRON, LSE:DRN, XETRA:DRON), targeting what he estimates will be $150 billion of drone spending between now and 2030.
McNeil explained that modern conflicts have turned drones into a dominant force — low-cost, scalable, and increasingly decisive on the battlefield. But the opportunity extends beyond defence, with commercial applications in agriculture, logistics and beyond, continuing to expand.
The ETF takes a pure-play approach, focusing on companies where drones are core to the business rather than a footnote in a large aerospace conglomerate's accounts. The index also includes mechanisms to fast-track new IPOs, keeping exposure current as the sector evolves rapidly.
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