Key Takeaways: Cloud Technology ETF
- 75 Equal Weighted holdings is representative of Global Cloud industry - SaaS, PaaS and IaaS.
- Globally diversified - US 65.1%, China 9.4%, Israel 5.1%, Japan 4.8%. [1]
- Cloud revenue growth of 16% expected in 2022 – hitting almost $500bn. [2]
- Highly regulated industries including Financial Services embracing Cloud – big deals at JP Morgan, Wells Fargo, Morgan Stanley, Nasdaq & CME exchanges. [3]
- Online videogaming market expected to reach $175.8 billion in 2021 [4] compared to the global box office which is predicted to hit $20.2 billion in 2021. [5]
- Microsoft buying Activision Blizzard for $70bn – big drive into Digital/Cloud Gaming. [6]
- Online Gaming increasingly sociable – boosting Cloud usage now 4X larger than Hollywood movies. [7]
- Cloud usage boosted in Asia due fast 5G connections - Mobile and Online Gaming – now fastest growing gaming area. [8]
Please remember that past performance is not indicative of future performance. All performance figures show net data.
Macro Outlook
- Over 50% of Enterprise IT Spending to shift to the Cloud by 2025. [9]
- In 2022, $1.3 trillion in Enterprise IT spending at stake to shift to cloud – hitting $1.8 trillion in 2025. [10]
- By 2025, 51% of IT spending will have shifted from traditional solutions to the public cloud, compared to 41% in 2022.
- Almost two-thirds (65.9%) of spending on application software to be directed toward cloud technologies in 2025, up from 57.7% in 2022.
- Continued M&A deals in the Cloud space as WFH/Hybrid trend continues and Cloud companies acquire cybersecurity players. [11]
- Google acquired Mandiant for $5.4bn - boosting its Cloud security capability. [12]
- HP Inc. buying Poly for $1.7bn. [13]
- Increasingly large Government contracts awarded globally – includes US Pentagon $9bn Cloud deal later this year. [14]
- WFH behaviours will continue to boost Cloud spending post-COVID – rising to $500bn within 2 years. [15]
- Majority of IT spending moving to the Cloud away from Hardware. [16]
SKYY Top Contributors – May 2022:
|
Holdings
|
% Average Weight
|
Total Return (%)
|
Contribution to Return (%)
|
|
KINGSOFT CLOUD HOLDINGS-ADR
|
0.50
|
33.15
|
0.16
|
| VMWARE INC-CLASS A |
1.48
|
18.57
|
0.29
|
| INTERNET INITIATIVE JAPAN |
1.54
|
16.03
|
0.24
|
|
CLOOPEN GROUP HOLDING LTD
|
0.54
|
15.79
|
0.08
|
| BAIDU INC - SPON ADR |
1.36
|
13.03
|
0.20
|
| DIGITAL CHINA GROUP CO LTD-A |
1.53
|
9.54
|
0.13
|
| AMDOCS LTD |
1.88
|
9.04
|
0.17
|
|
ZOOM VIDEO COMMUNICATIONS-A
|
1.04
|
7.91
|
0.10
|
| MONTNETS CLOUD TECHNOLOGY-A |
0.98
|
7.10
|
0.06
|
| INTL BUSINESS MACHINES CORP |
1.72
|
6.30
|
0.10
|
|
DELL TECHNOLOGIES -C
|
1.28
|
6.23
|
0.08
|
|
ADOBE INC
|
1.33
|
5.18
|
0.07
|
HAN-GINS Cloud Technology UCITS ETF – Performance (As of 31.05.22)
|
|
1M
|
3M
|
6M
|
YTD
|
12M
|
2Y
|
3Y
|
SI
|
|
HAN-GINS Cloud Tech UCITS ETF
|
-7.03%
|
-17.80%
|
-27.22%
|
-27.60%
|
-26.37%
|
-1.02%
|
25.16%
|
22.24%
|
|
Solactive Cloud Technology Index (NTR)
|
-7.03%
|
-17.74%
|
-27.05%
|
-27.47%
|
-26.03%
|
-0.23%
|
27.12%
|
24.50%
|
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 31/05/2022 Please note that all performance figures show net data.
Learn more about our cloud technology ETF.