Key Takeaways: Cloud Technology ETF
- 75 Equal Weighted holdings is representative of Global Cloud industry - SaaS, PaaS and IaaS.
- Globally diversified - US 69.0%, China 12.3%, Israel 5.6%, Japan 5.1%. [1]
- Cloud revenue growth of 16% expected in 2022 – hitting almost $500bn. [2]
- Highly regulated industries including Financial Services embracing Cloud – big deals at HCA Hospital Group with google - plus 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]
- Cloud usage boosted in Asia due fast 5G connections - Mobile and Online Gaming – now fastest growing gaming area. [7]
Please remember that past performance is not indicative of future performance. All performance figures show net data.
Macro Outlook
- Total Cloud market grew 26% over 1st Quarter 2021 - hitting $126bn in sales for the 1st Quarter 2022. [8]
- Large portion $44bn, represents Infrastructure and Platform segment - up 36% year over year. [9]
- Major tranche of $54bn from three major categories - private cloud services, enterprise SaaS and CDN.[10] See breakdown in table below.
- Over 50% of Enterprise IT Spending to shift to the Cloud by 2025. [11]
- In 2022, $1.3 trillion in Enterprise IT spending at stake to shift to cloud – hitting $1.8 trillion in 2025 (same source). [13]
- Continued M&A deals in the Cloud space as WFH/Hybrid trend continues and Cloud companies acquire cybersecurity players. [13]
- WFH behaviours will continue to boost Cloud spending post-COVID – rising to $500bn within 2 years. [14]
- Only 25% of workloads are in the public cloud – huge growth area for big 3 cloud infrastructure players - Amazon, Microsoft and Google. [15]
HAN-GINS Cloud Technology UCITS ETF – Performance (As of 30.06.22)
|
|
1M
|
3M
|
6M
|
YTD
|
12M
|
2Y
|
3Y
|
SI
|
|
HAN-GINS Cloud Tech UCITS ETF
|
-5.40%
|
-21.78%
|
-31.51%
|
-31.51%
|
-33.66%
|
-10.29%
|
9.61%
|
15.64%
|
|
Solactive Cloud Technology Index (NTR)
|
-5.38%
|
-21.74%
|
-31.37%
|
-31.37%
|
-33.38%
|
-9.43%
|
11.29%
|
17.80%
|
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 30/06/2022 Please note that all performance figures show net data.
Learn more about our cloud technology ETF.