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ETFs to Watch as Zoom, Facebook Battle for Video Chat Market Share

by BEN HERNANDEZ on APRIL 27, 2020

Last Friday’s trading session saw social media giant Facebook crash Zoom’s party after the videoconferencing company announced it would join the Nasdaq 100. Zoom shares jumped on the news, but then subsequently fell to end with a 6% loss after Facebook said it would roll out its own video chatting features.

One of the key areas where Facebook may have the upper hand is its reported ability to handle up to 50 users at once during a video chat. Whether that’s enough to pull away users from Zoom is anybody’s guess, but expect the Zoom software engineers to respond in tow.

Per a CNBC report, Zoom “has been on a tear since stay-at-home mandates were implemented to slow the Covid-19 pandemic. Zoom CEO Eric Yuan announced earlier this week that the company’s number of daily users grew 50% in the past month to 300 million from 200 million. The company reported about 10 million daily users in December.”

“Clearly the Zoom platform is providing an incredibly valuable service to our global users during this challenging time,” Yuan said.

For investors looking at ETFs that have exposure to Zoom, they can start with a technology and e-commerce-focused fund like the Kevin O’Leary-sponsored Global Internet Giants ETF (OGIG)—OGIG debuted in the markets in June 2018 and has been offering investors access to a wide variety of both domestic and international stocks.

Another fund to check out is the WisdomTree Cloud Computing Fund (WCLD), which also has Zoom exposure. WCLD seeks to track the price and yield performance of the BVP Nasdaq Emerging Cloud Index, which is designed to track the performance of emerging public companies primarily involved in providing cloud computing software and services to their customers.

ETFs to watch with Facebook exposure include the following:

Communication Services Select Sector SPDR Fund (XLC): seeks to correspond generally to the price and yield performance of publicly traded equity securities of companies in the Communication Services Select Sector Index. The index includes companies that have been identified as Communication Services companies by the GICS®, including securities of companies from the following industries: diversified telecommunication services; wireless telecommunication services; media; entertainment; and interactive media & services.

Fidelity MSCI Communication Services Index ETF (NYSEArca: FCOM): seeks to provide investment returns that correspond generally to the performance of the MSCI USA IMI Communication Services 25/50 Index. The index represents the performance of the communication services sector in the U.S. equity market. It may or may not hold all of the securities in the MSCI USA IMI Communication Services 25/50 Index.

Read on ETF Trends site.

Download the Research Paper: Mega Trends Driving Internet & E-commerce Growth – Q1 2020.

OGIG Fund Page

OGIG Holdings

Name (As of 01/18/2021)TickerSectorFund WeightQuantityCUSIP/ISIN
Amazon.com IncAMZN USConsumer Discretionary5.701%13,444.00023135106
Tencent Holdings Ltd700 HKCommunication Services4.515%390,017.00KYG875721634
Alibaba Group Holding LtdBABA USConsumer Discretionary4.381%131,721.0001609W102
Alphabet IncGOOGL USCommunication Services3.918%16,602.0002079K305
Microsoft CorpMSFT USInformation Technology3.263%112,335.00594918104
Facebook IncFB USCommunication Services3.241%94,375.0030303M102
Meituan3690 HKConsumer Discretionary3.004%524,666.00KYG596691041
Pinduoduo IncPDD USConsumer Discretionary2.647%120,196.00722304102
Bilibili IncBILI USCommunication Services2.327%138,875.00090040106
Shopify IncSHOP CNInformation Technology2.312%14,222.00CA82509L1076
MercadoLibre IncMELI USConsumer Discretionary2.005%7,927.0058733R102
Zoom Video Communications IncZM USInformation Technology1.951%37,131.0098980L101
Roku IncROKU USCommunication Services1.833%32,858.0077543R102
Crowdstrike Holdings IncCRWD USInformation Technology1.825%60,841.0022788C105
Zalando SEZAL GRConsumer Discretionary1.751%110,262.00DE000ZAL1111
Delivery Hero SEDHER GRConsumer Discretionary1.750%80,853.00DE000A2E4K43
Chewy IncCHWY USConsumer Discretionary1.536%103,997.0016679L109
Snap IncSNAP USCommunication Services1.528%222,273.0083304A106
DocuSign IncDOCU USInformation Technology1.499%44,023.00256163106
Zscaler IncZS USInformation Technology1.491%51,712.0098980G102
JD.com IncJD USConsumer Discretionary1.452%121,100.0047215P106
Just Eat Takeaway.com NVTKWY NAConsumer Discretionary1.401%96,806.00NL0012015705
NetEase IncNTES USCommunication Services1.400%97,539.0064110W102
Etsy IncETSY USConsumer Discretionary1.379%49,386.0029786A106
Twilio IncTWLO USInformation Technology1.370%25,803.0090138F102
Pinterest IncPINS USCommunication Services1.358%142,548.0072352L106
Netflix IncNFLX USCommunication Services1.302%19,145.0064110L106
MongoDB IncMDB USInformation Technology1.287%26,068.0060937P106
ServiceNow IncNOW USInformation Technology1.283%18,277.0081762P102
Ubisoft Entertainment SAUBI FPCommunication Services1.225%89,692.00FR0000054470
Zynga IncZNGA USCommunication Services1.212%917,244.0098986T108
Smartsheet IncSMAR USInformation Technology1.209%125,950.0083200N103
Okta IncOKTA USInformation Technology1.194%34,533.00679295105
Kingdee International Software268 HKInformation Technology1.178%2,096,215.00KYG525681477
Tencent Music Entertainment GrTME USCommunication Services1.168%384,997.0088034P109
Fastly IncFSLY USInformation Technology1.133%94,024.0031188V100
HelloFresh SEHFG GRConsumer Discretionary1.109%104,497.00DE000A161408
Farfetch LtdFTCH USConsumer Discretionary1.097%138,439.0030744W107
Coupa Software IncCOUP USInformation Technology1.082%24,089.0022266L106
salesforce.com IncCRM USInformation Technology1.067%36,651.0079466L302
Wayfair IncW USConsumer Discretionary1.066%26,003.0094419L101
Adobe IncADBE USInformation Technology1.048%16,743.0000724F101
Trade Desk Inc/TheTTD USInformation Technology1.037%9,661.0088339J105
Spotify Technology SASPOT USCommunication Services1.035%23,683.00L8681T102
RingCentral IncRNG USInformation Technology1.021%20,048.0076680R206
Xero LtdXRO AUInformation Technology1.004%69,971.00NZXROE0001S2
Elastic NVESTC USInformation Technology0.992%44,567.00N14506104
Zillow Group IncZ USCommunication Services0.989%52,659.0098954M200
TeamViewer AGTMV GRInformation Technology0.972%143,249.00DE000A2YN900
Atlassian Corp PLCTEAM USInformation Technology0.944%31,011.00G06242104
Zendesk IncZEN USInformation Technology0.930%47,481.0098936J101
Wix.com LtdWIX USInformation Technology0.887%26,918.00M98068105
Anaplan IncPLAN USInformation Technology0.852%87,925.0003272L108
Splunk IncSPLK USInformation Technology0.805%34,682.00848637104
Avalara IncAVLR USInformation Technology0.793%36,920.0005338G106
HubSpot IncHUBS USInformation Technology0.783%14,905.00443573100
Palo Alto Networks IncPANW USInformation Technology0.775%15,544.00697435105
Workday IncWDAY USInformation Technology0.710%23,340.0098138H101
Match Group IncMTCH USCommunication Services0.671%32,552.0057667L107
Nexon Co Ltd3659 JPCommunication Services0.667%158,157.00JP3758190007
Baidu IncBIDU USCommunication Services0.663%20,310.00056752108
Fortinet IncFTNT USInformation Technology0.637%31,842.0034959E109
Z Holdings Corp4689 JPCommunication Services0.558%604,677.00JP3933800009
Twitter IncTWTR USCommunication Services0.514%83,279.0090184L102
Activision Blizzard IncATVI USCommunication Services0.466%37,617.0000507V109
Intuit IncINTU USInformation Technology0.461%9,088.00461202103
Booking Holdings IncBKNG USConsumer Discretionary0.432%1,493.0009857L108
VMware IncVMW USInformation Technology0.317%17,217.00928563402
eBay IncEBAY USConsumer Discretionary0.297%39,255.00278642103
Electronic Arts IncEA USCommunication Services0.260%13,691.00285512109
USD CURNCYUSD CURNCY0.022%161,930.91
Ocado Group PLCOCDO LNConsumer Discretionary0.009%188,352.00GB00B3MBS747
Holdings subject to change.

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Before you invest in O’Shares ETF Investments Funds, please refer to the prospectus for important information about the investment objectives, risks, charges and expenses. To obtain a prospectus containing this and other important information, please view or download a prospectus. Read the prospectus carefully before you invest. There are risks involved with investing including the possible loss of principal.

Concentration in a particular industry or sector will subject the Funds to loss due to adverse occurrences that may affect that industry or sector. The Funds may use derivatives which may involve risks different from, or greater than, those associated with more traditional investments. A Fund's emphasis on dividend-paying stocks involves the risk that such stocks may fall out of favor with investors and underperform the market. Also, a company may reduce or eliminate its dividend after the Fund's purchase of such a company's securities. Returns on investments in foreign securities could be more volatile than, or trail the returns on, investments in U.S. securities. Exposures to foreign securities entail special risks, including political, diplomatic, economic, foreign market and trading risks. In addition, a Fund's investments in securities denominated in other currencies could decline due to changes in local currency relative to the value of the U.S. dollar, which may affect the Fund's returns. See the prospectus for specific risks regarding the Funds.

The securities of small capitalization companies are often more volatile and less liquid than the stocks of larger companies and may be more affected than other types of securities during market downturns. Compared to larger companies, small capitalization companies may have a shorter history of operations, and may have limited product lines, markets or financial resources.

Companies involved with Internet technology and e-commerce are exposed to risks associated with rapid advances in technology, obsolescence of current products and services, the finite life of patents and the constant threat of global competition and substitutes.

Past performance does not guarantee future results. Shares are bought and sold at market price (not NAV), are not individually redeemable, and owners of Shares may acquire those Shares from the Funds and tender those shares for redemption to the Funds in Creation Unit aggregations only, consisting of 50,000 Shares. Brokerage commissions will reduce returns. The market price of Shares can be at, below, or above NAV. Market Price returns are based upon the midpoint of the bid/ask spread at 4:00 PM Eastern time (when NAV is normally determined), and do not represent the returns you would receive if you traded Shares at other times.

O’Shares ETF Investments Funds are distributed by Foreside Fund Services, LLC. Foreside Fund Services, LLC is not affiliated with O’Shares ETF Investments or any of its affiliates.

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