- 75 Equal Weighted holdings secured 10% performance, outperforming most other Cloud funds. [1]
- SKYY’s broad holdings - reflect Global Cloud industry covering SaaS, PaaS and IaaS. [2]
- Globally diversified - US 73.1%, China 9.8%, Japan 3.9%, Israel 4.5% and Germany 2.6% (Source: HANetf November SKYY Fact Sheet). [3]
- Cloud growth of 16% expected in 2022 – hitting almost $500bn. [4]
- COVID fast tracking Cloud usage - digital WFH/Hybrid new normal.
- Highly regulated groups - banks, stock exchanges made big commitments recently (Nasdaq, CME, Wells Fargo, JP Morgan, Morgan Stanley). [5]
- Best December performers – Extreme Networks (up 37.3%), Vonage (27.9%), Nvidia (27.8%), Arista Networks (21.1%), Pure Storage (15.3%), Beijing Sinnet Tech (12.4%), Apple (10.5%) and Zscaler (8.8%). (Source - Solactive)
- SKYY 2021 largest contributors – includes Alphabet (65.3%), Microsoft (52.5%), Nvidia (125.5%), Fortinet (72.2%), Cisco (45.8%), Arista Networks (84.0%), Extreme Networks (127.8%), and Oracle (36.9%). (See Table on next page).
Please note that all performance figures are showing net data. Past performance is not an indicator for future results and should not be the sole factor of consideration when selecting a product.
Macro Outlook
- Cloud computing to double revenues by 2028 – boosted by WFH & Cybersecurity. [6]
- By 2025, expectation is over 95% of new digital workloads to be deployed on Cloud, up from 30% in 2021. [7]
- Online Gaming growth boosting Cloud usage. [8]
- Microsoft buying Activision Blizzard - huge bet on Cloud related gaming growth. [9]
- Global Cloud computing market to hit $1.3 trillion by 2028 - annualized growth rate (CAGR) of 19.1%. [10]
- Cloud’s fast annualized growth – due to faster 5G and wireless services, allowing for wider adoption.
- Hack attacks boosting Cloud security firms’ revenues. Expect more M&A in cybersecurity/cloud security.
- IaaS expects highest growth rate next few years - multi-cloud benefits. [11]
- Smaller Enterprises (SMEs) fastest-growing areas until 2028 – rising demand lower computing. [12]
- IDC forecasts global public cloud spending to double - $500bn, by 2023. [13]
Cloud Technology ETF Top Contributors 2021:
|
Holdings
|
% Average Weight
|
Total Return (%)
|
Contribution to Return (%)
|
|
NVIDIA CORP
|
2.4
|
125.5
|
1.8
|
|
ALPHABET INC-CL A
|
2.4
|
65.3
|
1.6
|
|
FORTINET INC
|
1.1
|
72.2
|
1.3
|
|
MICROSOFT CORP
|
2.2
|
52.5
|
1.1
|
|
CISCO SYSTEMS INC
|
2.2
|
45.8
|
1.1
|
|
ORACLE CORP
|
2.2
|
36.9
|
1.0
|
|
ARISTA NETWORKS INC
|
1.1
|
84.0
|
1.0
|
|
INTEL CORP
|
2.4
|
6.0
|
1.0
|
|
EXTREME NETWORKS INC
|
1.2
|
127.9
|
1.0
|
|
PURE STORAGE INC
|
1.3
|
44.0
|
0.9
|
|
DATADOG INC - CLASS A
|
0.9
|
65.3
|
0.9
|
|
DELL TECHNOLOGIES -C
|
1.6
|
51.5
|
0.8
|
|
VONAGE HOLDINGS CORP
|
1.2
|
61.5
|
0.8
|
|
PALO ALTO NETWORKS INC
|
2.1
|
56.7
|
0.8
|
|
JUNIPER NETWORKS INC
|
1.3
|
63.4
|
0.7
|
|
ZSCALER INC
|
1.6
|
60.9
|
0.7
|
For illustrative purposes only. Please note that all performance figures are showing net data. Past performance is not an indicator for future results and should not be the sole factor of consideration when selecting a product.
|
|
1M
|
3M
|
6M
|
YTD
|
12M
|
2Y
|
3Y
|
SI
|
|
HAN-GINS Cloud Technology UCITS ETF
|
0.53%
|
2.14%
|
-3.14%
|
9.93%
|
9.93%
|
42.08%
|
96.91%
|
68.85%
|
|
Solactive Cloud Technology
|
0.57%
|
2.24%
|
-2.93%
|
10.48%
|
10.48%
|
43.59%
|
100.24%
|
71.64%
|
Past performance for the index is in USD. Past performance is not an indicator for future results and should not be the sole factor of consideration when selecting a product. Investors should read the prospectus of the Issuer (“Prospectus”) before investing and should refer to the section of the Prospectus entitled ‘Risk Factors’ for further details of risks associated with an investment in this product. Source: Bloomberg / HANetf. Data as of 31/12/2021. Please note that all performance figures are showing net data. Past performance is not an indicator for future results and should not be the sole factor of consideration when selecting a product.
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