CLOU News and Press, Global X Cloud Computing ETF From 12/28/20

Two years ago, I introduced a basket of "10 SaaS Under $10B": a group of highly promising companies likely to beat the market over five years. They were young, small, fast-growing and under-followed companies with strong cultures and huge total addressable markets. The basket has ...

The world produces 2.5 quintillion bytes of data daily, but that figure should grow at an accelerating rate as more people and devices are connected to the internet. As data collection continues to surge and new techniques to monetize data arise, it will become an increasingly valuable as...

Though sector rotation is going on among investors and value is being preferred overgrowth, Global X Cloud Computing ETF remains a solid long-term growth story. It is a young ETF (inception in December 2019) that is currently focused on investing in productivity-linked cloud-based sof...

CLOU is a thematic ETF which tracks the cloud computing mega trend. The trend looks to be in unstoppable ascent, which had an estimated 18% CAGR before COVID-19 restrictions began - this has surely gone up. I use the trinity framework to look under CLOU's hood and evaluate its sui...

Digital transformation is considered by many to be the fourth industrial revolution. Cloud computing is the heart of the transformation. CLOU is an excellent way of investing in a broad spectrum of cloud computing stocks. The risk is fairly evenly spread amongst the 35 stocks in the f...

The post-pandemic environment will require even higher digitization rate of both large and smaller companies to deal with negative consequences of the COVID-19 pandemic. This ETF has significantly outperformed the broader S&P 500 market index over the last five years. This ETF...

U.S. equity market is mostly optimistic on the election's outcome. Communications and healthcare stocks are among the big winners. China ADRs are especially showing relative strength. Investors seem to think the next president will be favorable for China. For further det...

The organic demand for cloud platforms is driving a new innovation cycle. This cycle is also supported by the favorable macro environment driving down the cost of capital across asset classes. Natural competitive moats (network effects, economies of scale) that lock in sustainable...

Growth-oriented investors in the tech sector love cloud computing companies. The market is expanding as more companies migrate their infrastructure onto cloud platforms, replace their on-premise software with cloud-based services, and expand their cloud infrastructure to support the surging...

Sandwiched between the two extremes of the largely shut-down Stay-at-Home Economy and a fully opened New Normal Economy, the Re-Opening Economy is an uncertain, transitional phase. We have identified multiple themes that we believe play an essential role in achieving these goals, incl...