- Amazon’s AWS Cloud Computing unit booming – revenues up 40% YoY (4th qtr) and profits 49% up. [1]
- 75 Equal Weighted holdings accurately reflects the Global Cloud industry - SaaS, PaaS and IaaS. [2]
- Globally diversified - US 69.4%, China 12.9%, Israel 5.2%, Japan 3.9%. [2]
- Cloud growth of 16% expected in 2022 – hitting almost $500bn. [3]
- Big Financial Services groups – embracing Cloud recently (Nasdaq, CME, Wells Fargo, JP Morgan, Morgan Stanley). [4]
- Best January performers – Couchbase (up 16.0%), VMware (10.9%), Baidu (7.4%), Splunk (6.0%), Alibaba (5.9%), Beijing Sinnet Tech (6.6%), and Check Point (3.8%). [5]
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
- Gartner projects that global spending on cloud services is expected to reach over $482 billion in 2022, up from $313 billion in 2020. [6]
- New 5G fast networks and Wi-Fi 6E will boost cloud streaming, including new types of data. [7]
- Cloud is the backbone of the delivery pipeline for most digital services - social media and streaming entertainment to connected cars and autonomous internet of things (IoT) infrastructure. [8]
- Hybrid cloud blurs distinction between Public and Private clouds. Frequently accessed data uses public cloud, while sensitive data can be kept on private servers with limited access.
- By 2025, >95% of new digital workloads to be deployed on Cloud, up from 30% in 2021. [9]
- Global Cloud computing market to hit $1.3 trillion by 2028 - annualized growth rate (CAGR) of 19.1%. [10]
Cloud Technology ETF Top Contributors 2022:
|
Holdings
|
% Average Weight
|
Total Return (%)
|
Contribution to Return (%)
|
|
COUCHBASE INC
|
0.65
|
15.99
|
0.22
|
|
VMWARE INC-CLASS A
|
1.73
|
10.87
|
0.17
|
|
BEIJING SINNET TECHNOLOGY-A
|
0.80
|
6.60
|
0.10
|
|
BAIDU INC - SPON ADR
|
1.35
|
7.36
|
0.09
|
|
DYNATRACE INC
|
0.62
|
4.5
|
0.08
|
|
SPLUNK INC
|
0.65
|
5.96
|
0.07
|
|
HEWLETT PACKARD ENTERPRISE
|
1.59
|
3.55
|
0.06
|
|
TELKOM INDONESIA PERSERO TBK
|
1.74
|
2.91
|
0.05
|
|
CHECK POINT SOFTWARE TECH
|
1.45
|
3.82
|
0.04
|
|
AMDOCS LTD
|
1.43
|
1.40
|
0.02
|
|
ALIBABA GROUP HOLDING-SP ADR
|
1.16
|
5.89
|
0.01
|
|
PROXIMUS
|
0.77
|
1.02
|
0.01
|
|
SOFTBANK CORP
|
0.73
|
0.62
|
0.01
|
|
VONAGE HOLDINGS CORP
|
1.81
|
0.24
|
0.00
|
Source: Solactive. Data as of 31.01.2022
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
|
-9.11%
|
-10.25%
|
-10.41%
|
-9.11%
|
-1.71%
|
27.49%
|
62.69%
|
53.46%
|
|
Solactive Cloud Technology
|
-9.05%
|
-10.14%
|
-10.18%
|
-9.05%
|
-1.19%
|
28.84%
|
65.42%
|
56.11%
|
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 31/01/2022. 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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