- Google acquired Mandiant for $5.4bn - boosting its Cloud security capability. [1]
- Microsoft acquired gaming company Activision Blizzard for almost $70bn – big drive into Digital/Cloud Gaming [2]
- Gaming most dynamic Digital Entertainment category - 4X larger than Hollywood movies. [3]
- 75 Equal Weighted holdings accurately reflect Global Cloud industry - SaaS, PaaS and IaaS. [4]
- Globally diversified - US 60.1%, China 10.7%, Israel 4.8%, Japan 3.7%. [5]
- Cloud growth of 16% expected in 2022 – hitting almost $500bn. [6]
- Big Cloud deals across finance - Wells Fargo, Morgan Stanley, Nasdaq & CME exchanges. [7]
- Best January performers – Jasmine Tech (up 56.9%), Mandiant (31.2%), Cyberark Software (24.1%), Teradata (23.9%), CheckPoint (19.7%), Palo Alto Networks (14.9%), and DataDog (10.3%). [4]
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
- WFH behaviours will continue to boost Cloud spending post-COVID – rising to $500bn within 2 years. [8]
- Majority of IT spending moving to the Cloud away from Hardware. [8]
- Gaming The online videogaming market is expected to reach $175.8 billion in 2021 [9] compared to the global box office which is predicted to hit $20.2 billion in 2021 [10]
- Video Games More than half of Americans turned to video games during lockdown as a way to stay in contact with others. [11]
- Cloud usage in Asia boosting demand for Online Gaming – amongst fastest growing global area for Digital Entertainment. [12]
- Alibaba Cloud Alibaba Cloud is overtaking Google Cloud and becomes the 3rd largest global cloud company in terms of revenues. [13]
Cloud Technology ETF Top Contributors 2022:
|
Holdings
|
% Average Weight
|
Total Return (%)
|
Contribution to Return (%)
|
|
JASMINE TECHNOLOGY SOLS-NDR
|
1.95
|
56.86
|
0.72
|
|
MANDIANT INC
|
1.49
|
31.21
|
0.41
|
|
CYBERARK SOFTWARE LTD/ISRAEL
|
1.41
|
24.05
|
0.33
|
|
TERADATA CORP
|
1.51
|
23.92
|
0.30
|
|
CHECK POINT SOFTWARE TECH
|
1.44
|
19.73
|
0.26
|
|
PALO ALTO NETWORKS INC
|
1.44
|
14.85
|
0.23
|
|
DATADOG INC - CLASS A
|
1.59
|
10.27
|
0.15
|
|
INFORMATION SERVICES GROUP
|
1.43
|
10.22
|
0.12
|
|
DIGITAL CHINA GROUP CO LTD-A
|
1.42
|
9.07
|
0.12
|
|
CROWDSTRIKE HOLDINGS INC - A
|
1.40
|
8.07
|
0.13
|
|
RESMED INC-CDI
|
1.32
|
7.97
|
0.10
|
|
CLOOPEN GROUP HOLDING LTD
|
1.23
|
6.07
|
0.08
|
|
TREND MICRO INC
|
1.46
|
5.68
|
0.09
|
|
MONTNETS CLOUD TECHNOLOGY-A
|
1.32
|
5.27
|
0.06
|
|
TERRASKY CO LTD
|
1.36
|
5.15
|
0.06
|
|
AMDOCS LTD
|
1.44
|
3.70
|
0.05
|
|
TELKOM INDONESIA PERSERO TBK
|
1.44
|
3.54
|
0.05
|
|
INSEEGO CORP
|
1.25
|
3.29
|
0.04
|
Source: Solactive. Data as of 28.02.2022
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
|
-3.09%
|
-11.46%
|
-14.11%
|
-11.92%
|
-5.54%
|
33.50%
|
48.56%
|
48.71%
|
|
Solactive Cloud Technology
|
-3.06%
|
-11.32%
|
-13.89%
|
-11.83%
|
-5.03%
|
34.93%
|
51.02%
|
51.34%
|
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 28/02/2022. 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.
Learn more about our Cloud Technology ETF
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