Key Takeaways: Cloud Technology ETF
- Top 5 & 10 weightings are less than half of key competitors. (8.4% and 16.0% respectively).
- SKYY’s low risk Equal Weighted approach ensures smaller Mega Cap & Large Cap exposure.
- SKYY has the lowest PE ratios, Price/Book and Price/Sales numbers – versus competitors.
- 75 Equal Weighted holdings is representative of Global Cloud industry - SaaS, PaaS and IaaS.
- SKYY year to date is outperforming key Cloud competitors.
- Globally diversified - US 81.2%, China 8.8%, Japan 3.0% (Source: HANetf July 2022, SKYY Fact Sheet).
- Highly regulated industries including Medical (Hospitals) and Financial Services embracing Cloud – big deals at HCA Hospital Group with Google - plus JP Morgan, Wells Fargo, Morgan Stanley and Nasdaq recently. [1]
- Best July performers included a foreign name (China, Japan & EU) – see Table below. [2]
- Big Tech cloud players (Microsoft & Google) both buying gaming companies. Microsoft buying Activision Blizzard for $70bn – big drive into Digital/Cloud Gaming. [3]
- Asian Cloud usage boosted by fast 5G connections - Mobile and Online Gaming – now fastest growing gaming area. [4]
Source of all data: GinsGlobal. Please note that all performance figures are showing net data. Past performance is not indicative of future performance and when you invest in ETFs, your capital is at risk. When you invest in ETFs your capital is at risk.
Macro Outlook
- In 2022, Global cloud market to grow to $474bn. By 2025, projections suggest over 95% of new digital workloads in Cloud-native platforms, up from 30% in 2021. [6]
- Ultra-fast networks, 5G and Wi-Fi 6E – allowing more data to be streamed from Cloud. [7]
- Infrastructure investments by big Cloud service providers – generated over $150bn in revenues from cloud infrastructure services (IaaS). [8]
- Amazon, Microsoft and Google continue to attract half of global Cloud spending (market shares of 33%, 20% and 10%, respectively).[9] All grew 2nd Qtr 2022 Cloud revenues by over 30% YoY.
- Boom In Cloud Gaming, VR And AR - increasing adoption of online gaming. Global Cloud gaming expected to hit $57bn by 2027, a CAGR of 15.7%. [10]
- Cloud Security a major concern – boosting more M&A deals in cybersecurity space. [11]
- Corporates embracing Multi-cloud/Hybrid cloud using multiple Cloud vendors/platforms. 92% use a multi-cloud strategy; 80 percent hybrid strategy. [12]
Source: https://www.xcubelabs.com/blog/new-cloud-computing-trends-to-watch-out-for-in-2022/
HAN-GINS Cloud Technology UCITS ETF – Performance (As of 31.07.22)
|
|
1M
|
3M
|
6M
|
YTD
|
12M
|
2Y
|
3Y
|
SI
|
|
HAN-GINS Cloud Tech UCITS ETF
|
0.94%
|
-11.22%
|
-23.93%
|
-30.86%
|
-31.85%
|
-13.54%
|
8.46%
|
16.74%
|
|
Solactive Cloud Technology Index (NTR)
|
0.99%
|
-11.16%
|
-23.80%
|
-30.69%
|
-31.56%
|
-12.70%
|
10.14%
|
18.96%
|
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 31/07/2022 Please note that all performance figures show net data.
Learn more about our cloud technology ETF.