- HP Inc. buys Poly, maker of hybrid workplace products for $1.7bn. Big WFH bet. [1]
- Pentagon awarding $9bn in Cloud Computing contracts in 2021. [2]
- Google acquired Mandiant for $5.4bn - boosting its Cloud security capability. [3]
- 75 Equal Weighted holdings accurately reflect Global Cloud industry - SaaS, PaaS and IaaS.
- Globally diversified - US 70.9%, China 9.9%, Israel 5.2%, Japan 4.4% (Source: HANetf February 2022 SKYY Fact Sheet).
- Cloud growth of 16% expected in 2022 – hitting almost $500bn. [4]
- Financial Services industry embracing Cloud – big deals at JP Morgan, Wells Fargo, Morgan Stanley, Nasdaq & CME exchanges. [5]
- Best performers in our cloud technology ETF during March were Jasmine Tech (up 38.3%), Pure Storage (36.1%), Crowdstrike (16.3%), Datto (13.9%), Qualys (13.7%), Arista Networks (13.2%), and Mandiant (12.7%). (Source - Solactive) See Table.
Please note all figures are showing net data. Past performance is no guarantee of future performance. Source of data: Bloomberg/ HANetf.
Macro Outlook
- WFH behaviours will continue to boost Cloud spending post-COVID – rising to $500bn within 2 years. [6]
- Majority of IT spending moving to the Cloud away from Hardware. [7]
- Cloud expected to benefit from popularity of Digital Entertainment/Streaming (Video and Gaming).
- Gaming - online videogaming market is expected to reach $175.8 billion in 2021 compared to the global box office which is predicted to hit $20.2 billion in 2021. [8]
- Microsoft acquired gaming company Activision Blizzard for almost $70bn – big drive into Digital/Cloud Gaming. [9]
- Online Gaming increasing sociable – boosting Cloud usage now 4X larger than Hollywood movies. [10]
- Cloud usage boosted in Asia due to Mobile and Online Gaming – amongst fastest growing global area. [11]
SKYY Top Contributors – March 2022:
|
Holdings
|
% Average Weight
|
Total Return (%)
|
Contribution to Return (%)
|
|
JASMINE TECHNOLOGY SOLS-NVDR
|
2.43
|
38.27
|
0.83
|
|
PURE STORAGE INC - CLASS A
|
1.70
|
36.12
|
0.49
|
|
CROWDSTRIKE HOLDINGS INC - A
|
1.63
|
16.33
|
0.25
|
|
DATTO HOLDING CORP
|
1.41
|
13.90
|
0.18
|
|
QUALYS INC
|
1.51
|
13.65
|
0.20
|
|
ARISTA NETWORKS INC
|
1.41
|
13.24
|
0.19
|
|
MANDIANT INC
|
1.94
|
12.68
|
0.23
|
|
NVIDIA CORP
|
1.33
|
11.92
|
0.18
|
|
JUNIPER NETWORKS INC
|
1.45
|
9.97
|
0.14
|
|
ORACLE CORP
|
1.31
|
8.90
|
0.11
|
|
GUIDEWIRE SOFTWARE INC
|
1.26
|
7.34
|
0.09
|
|
SOFTCAT PLC
|
1.33
|
7.30
|
0.10
|
|
INTERNET INITIATIVE JAPAN
|
1.24
|
7.00
|
0.08
|
|
EXTREME NETWORKS INC
|
1.19
|
6.27
|
0.08
|
|
TREND MICRO INC
|
1.70
|
6.14
|
0.09
|
|
INTL BUSINESS MACHINES CORP
|
1.37
|
6.13
|
0.08
|
HAN-GINS Cloud Technology UCITS ETF – Performance (As of 31.03.22)
|
|
1M
|
3M
|
6M
|
YTD
|
12M
|
2Y
|
3Y
|
SI
|
|
HAN-GINS Cloud Tech UCITS ETF
|
-0.59%
|
-12.44%
|
-10.57%
|
-12.44%
|
-5.42%
|
42.30%
|
44.11%
|
47.84%
|
|
Solactive Cloud Technology Index (NTR)
|
-0.54%
|
-12.30%
|
-10.34%
|
-12.30%
|
-4.92%
|
43.83%
|
46.50%
|
50.52%
|
Please note that all performance figures are showing net data. Source: Bloomberg / HANetf. Data as of 31/03/2022Past 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.
Learn more about our cloud technology ETF.
Download the PDF.