Key Takeaways: Cloud Technology ETF
- Cloud market grew 26% over 1st Qtr 2021 - hitting $126bn in sales in 1st Qtr 2022. [1]
- Over 50% of Corporate IT spending predicted to shift to Cloud by 2025. [2]
- $1.3tln of Revenues – predicted to move to Cloud within 3 years. [3]
- Cloud Infrastructure & Platforms - saw 36% spending growth in 2021. (IaaS & PaaS).
- Big Adoption rates - Hospitals, Gaming/Digital Entertainment, Social Media & Financial Services. [4]
- Global cloud market predicted to grow to $474bn by end 2022. By 2025, 95% of new digital workloads may be in Cloud-native platforms, up from 30% in 2021. [5]
- WFH/Hybrid work driving shift towards Cloud platforms and cost efficiencies/savings.
- Ultra-fast networks, 5G and Wi-Fi 6E – allowing more data to be streamed from Cloud.
- Adoption rate of cloud storage increased 23% in 2021, totalling $332bn. [6]
- Amazon, Microsoft and Google continue to attract half of global Cloud spending. All grew 2nd Qtr 2022 Cloud revenues by over 30% YoY. [7]
- Global Cloud gaming expected to hit $57bn by 2027, a CAGR of 15.7%. [8]
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
- Top 5 & 10 weightings are less than half of key competitors. (9% and 17% 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 82.1%, China 8.5%, Japan 3.0% (Source: HANetf August 2022, SKYY Fact Sheet).
Source of all data: GinsGlobal.
• 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.
• Best July performers included a foreign names (China, Japan & EU) – see Table below.
• Big Tech cloud players (Microsoft & Google) both buying gaming companies. Microsoft buying Activision Blizzard for $70bn – big drive into Digital/Cloud Gaming
• Asian Cloud usage boosted by fast 5G connections - Mobile and Online Gaming – now fastest growing gaming area.
HAN-GINS Cloud Technology UCITS ETF – Performance (As of 31.08.22)
|
|
1M
|
3M
|
6M
|
YTD
|
12M
|
2Y
|
3Y
|
SI
|
|
HAN-GINS Cloud Tech UCITS ETF
|
-1.95%
|
-6.37%
|
-23.04%
|
-32.21%
|
-33.90%
|
-21.46%
|
10.29%
|
14.45%
|
|
Solactive Cloud Technology Index (NTR)
|
-1.99%
|
-6.28%
|
-22.90%
|
-32.02%
|
-33.61%
|
-20.71%
|
12.02%
|
16.68%
|
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 31/08/2022 Please note that all performance figures show net data.
Learn more about our cloud technology ETF.