- Continued M&A deals in the Cloud space as WFH/Hybrid trend continuing - HP Inc. bought Poly for $1.7bn. [1]
- Cybersecurity companies – growth is being fast-tracked by Ukraine War and increased hacks from Russia and China. [2]
- Large Government contracts being awarded globally – including US Pentagon $9bn in Cloud Computing in 2022. [3]
- Enterprise Cloud spending (infrastructure) hit $178bn in 2021, 37% increase over 2020. (Source - Chart)
- Google acquired Mandiant for $5.4bn - boosting its Cloud security capability. [4]
- 75 Equal Weighted holdings is representative of Global Cloud industry - SaaS, PaaS and IaaS.
- Globally diversified - US 69.4%, China 9.0%, Israel 5.4%, Japan 4.4% (Source: HANetf April 2022, SKYY Fact Sheet).
- Cloud revenue growth of 16% expected in 2022 – hitting almost $500bn. [5]
- Highly regulated industries including Financial Services embracing Cloud – big deals at JP Morgan, Wells Fargo, Morgan Stanley, Nasdaq & CME exchanges. [6]
- Best April performers – Jasmine Tech (up 45.3%), Datto Holdings (29.9%) and IBM (1.7%). (Source - Solactive) See Table.
Please remember that past performance is not indicative of future performance . Please note that all performance figures show net data.
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. [9]
Amazon Cloud (AWS) continues to dominate Market share - followed by Microsoft 17% and Google. (see chart)
Cloud adoption rates boosted by Digital Entertainment/Streaming gains (Video and Gaming). [9]
Online videogaming market is expected to reach $175.8 billion in 2021[10] compared to the global box office which is predicted to hit $20.2 billion in 2021. [11]
Microsoft buying Activision Blizzard for $70bn – big drive into Digital/Cloud Gaming [12]
Online Gaming increasing sociable – boosting Cloud usage now 4X larger than Hollywood movies. [13]
Cloud usage boosted in Asia due to Mobile and Online Gaming – fastest growing global area. [14]
SKYY Top Contributors – April 2022:
|
Holdings
|
% Average Weight
|
Total Return (%)
|
Contribution to Return (%)
|
|
JASMINE TECHNOLOGY SOLS-NVDR
|
3.73
|
45.33
|
1.10
|
|
DATOO HOLDING CORP
|
1.94
|
29.87
|
0.51
|
|
INTL BUSINESS MACHINES CORP
|
1.49
|
1.68
|
0.02
|
|
TELKOM INDONESIA PERSERO TBK
|
1.48
|
0.06
|
0.00
|
| US DOLLAR |
0.29
|
0.00
|
0.00
|
|
MANDIANT INC
|
2.11
|
-1.48
|
-0.03
|
| VONAGE HOLDINGS CORP |
1.48
|
-1.63
|
-0.02
|
|
COUCHBASE INC
|
1.32
|
-2.41
|
-0.03
|
| KALEYRA INC |
0.91
|
-2.51
|
-0.02
|
| MING YUAN CLOUD GROUP HOLDING |
0.83
|
-2.78
|
0.06
|
|
EQUINIX INC
|
1.54
|
-3.04
|
-0.05
|
|
AMDOCS LTD
|
1.66
|
3.07
|
-0.05
|
|
QUALYS INC
|
1.72
|
-4.30
|
-0.06
|
|
TREND MICRO INC
|
1.52
|
-5.00
|
-0.07
|
HAN-GINS Cloud Technology UCITS ETF – Performance (As of 30.04.22)
|
|
1M
|
3M
|
6M
|
YTD
|
12M
|
2Y
|
3Y
|
SI
|
|
HAN-GINS Cloud Tech UCITS ETF
|
11.06%
|
-14.32%
|
-23.10%
|
-22.12%
|
-21.06%
|
13.44%
|
21.16%
|
31.49%
|
|
Solactive Cloud Technology Index (NTR)
|
-11.04%
|
-14.22%
|
-22.92%
|
-21.98%
|
-20.69%
|
14.59%
|
23.12%
|
33.91%
|
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 30/4/2022 Please note that all performance figures show net data.
Learn more about our cloud technology ETF.