If you want to discover the cloud computing market and its major players, I suggest you take a look at the very good article by Tommy Douziech where he details how the cloud works, the market and the future prospects for this technology.
In short, cloud computing is a tool allowing you to benefit from an IT infrastructure, a development platform or even a ready-to-use service, all online, without the need for hardware at home or in your company. It works thanks to huge servers managed by the provider, which takes care of the security and the maintenance of the hardware.
The cloud allows companies and users to operate infrastructures and services online, without additional material costs with a simple annual or monthly subscription. It’s a bit like renting a PC that is not in your office but in a server whose location is kept secret.
Lyxor MSCI Disruptive Technology ESG Filtered (DR) UCITS ETF – Acc (LU2023678282) (PEA eligible: No):
This ETF offered by the French Lyxor is based on the MSCI ACWI IMI Disruptive technology ESG Filtered Index. This index offers 212 companies from around the world (ACWI = all country world index) that operate in the fields of 3D printing, the Internet of Things, cloud computing, fintech, digital payment, healthcare, robotics, clean energy, smart grids and cybersecurity. This ETF offers a physical replication, that is to say a real holding of the assets of the companies.
The ETF has existed since March 2020. It has gained +87% in one year then has stagnated since March 2021 and finds itself today with a gain of 45% since its creation. The ETF adopts a capitalization strategy, so all profits are automatically reinvested in the fund.
Here are the main values of the fund:
Sector and geographic allocation of the Lyxor ETF
Performance of our Lyxor ETF since inception
AMUNDI SMART FACTORY UCITS ETF – EUR (C) (LU2037749822) (PEA eligible: No):
The Smart factory ETF, proposed by the French Amundi, is based on the Solactive Smart factory index which includes 291 companies operating in these fields: Advanced robotics, Cloud & Big Data, Cybersecurity, Augmented Reality & 3D Printing and Internet of Things. According to the ETF’s prospectus: “This ETF provides exposure to companies involved in the creation or operation of smart factories participating in the transformation of manufacturing and industry in general by new technology and innovation.” The replication of the ETF is synthetic, this means that the ETF aims to replicate the performance of the base index without owning the assets.
Created in October 2019, the ETF has gained a maximum of +170% and is now trading at +137%. The ETF adopts a capitalization strategy, so all profits are automatically reinvested in the fund. As the fund does not own the index assets, here are the main values of the SolarActive Smart Factory index:
Geographic exposure of the Solaractive Smart Factory Index
Performance of our Amundi ETF since its creation
WisdomTree Cloud Computing UCITS ETF – USD Acc (IE00BJGWQN72) (PEA Eligible: No):
This ETF is offered by WisdomTree, an American fund manager that offers a very wide range of ETFs. It is based on the BVP Nasdaq Emerging Cloud Index which is comprised of 58 companies primarily engaged in the commercialization of software and cloud services. The replication is physical and the income is reinvested in the fund (capitalisation).
Since the launch of the fund in September 2019, the performance has been +54%, and +81% for one year.
Here are the main positions of the fund:
Sector and geographic exposure of our WisdomTree ETF
Performance of our WisdomTree ETF since inception