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Hot ETFs to Tap Consumers’ Digital Shift Amid Coronavirus

by SWETA KILLA on APRIL 24, 2020

The COVID-19 pandemic has changed the consumer landscape to a purely digital one. With lockdowns, social distancing and stay-at-home mandates across many parts of the world to contain the spread of coronavirus, consumers have come online for almost everything.

E-commerce sales increased at the highest pace since late February, jumping 25% during the week ending Apr 20, according to Signifyd’s E-commerce Pulse data. The jump surpassed the previous record of 17% for the week ending Apr 6. Overall, there is an increase of 85% in ecommerce spending since late February. According to the market research firm Rakuten Intelligence, e-commerce spending in the United States is up more than 30% from the beginning of March through mid-April compared with the same period last year.

Further, people staying indoors are looking for entertainment at home only, raising demand for cloud computing, gaming and e-sports, as well as streaming services. The strong e-commerce trend is expected to continue even after lockdowns and social distancing rules are lifted (read: ETFs Set to Benefit from Social Distancing, Stay-At-Home).

Online Shopping

According to surveys conducted in March and April by Engine Insights, online shopping has increased 74% since Mar 13 in response to the coronavirus. Per Emarsys/GoodData tracker, the number of online orders for web-only online retailers was up 56% year over year in the United States and Canada for the two weeks from Mar 22 through Apr 4. The surge in investors’ interest has made Amplify Online Retail ETF IBUY, ProShares Online Retail ETF ONLN and ProShares Long Online/Short Stores ETF CLIX popular in the retail space. These funds are up 22.5%, 26.3% and 23.9%, respectively, in the past month.

Cloud Computing

As companies across sectors and many individuals are dependent on remote working during quarantine, cloud-computing services have become essential. Microsoft (MSFT) last month said that it saw a whopping 775% increase in use of its cloud services in areas with social distancing or shelter-in-place orders. Zoom Video Communications’ teleconferencing software has become the most downloaded app on android and iOS stores. The number of people using video-conferencing app Zoom ZM ballooned in March to more than 200 million daily users from 10 million at the end of December.

Global X Cloud Computing ETF CLOU, First Trust ISE Cloud Computing Index Fund SKYY and WisdomTree Cloud Computing Fund WCLD could be exciting plays in this area and have gained 15.6%, 13.8% and 14.1%, respectively, over the past month (read: What Will Earnings Bring for Cloud ETFs?).

Video Streaming

Global streaming services are witnessing a huge surge in online viewership with Netflix NFLX leading the way as the pandemic has turned people toward movies and TV series to pass the time. Per a report from Conviva, video streaming around the world grew 20% in March, including a 26% increase in the United States. As of Mar 31, about 64% of viewers watched Netflix, 48% watched Amazon AMZN Prime Video, 37% viewed Hulu, and 29% saw Disney DIS +, according to the latest report from eMarketer. Investors could tap these surging activities through iShares Evolved U.S. Media and Entertainment ETF IEME and ARK Web x.0 ETF ARKW. IEME is up 9.2% while ARKW has gained 17.5% in the past month.

Video Gaming

Video game sales exploded last month to the highest level since March 2008, per the industry-tracking firm NPD Group. Total spending on video game hardware, software and accessories jumped 35% from a year earlier to $1.6 billion. Nintendo’s NTDOY Switch was the best-selling console in March while “Animal Crossing: New Horizons” topped the best-selling games (read: Stay-at-Home Trend Boosts Video Games Sales: ETFs to Gain).

According to Nielsen’s SuperData, digital video game revenues spiked to $10 billion in March, representing the best month ever for digital spending. Nintendo’s Animal Crossing: New Horizons, id Software’s Doom Eternal, Call of Duty: Warzone, Call of Duty: Modern Warfare, and Half-Life: Alyx have been the biggest hit games in this period.

Further, with traditional sport events canceled due to the coronavirus crisis, professional gaming leagues for Call of Duty, CS:GO, League of Legends, and Overwatch are all moving online. Investors could tap the booming gaming trend through VanEck Vectors Video Gaming and eSports ETF ESPO, Wedbush ETFMG Video Game Tech ETF GAMR and Global X Video Games & Esports ETF HERO. The trio has gained more than 10% each in a month.

Internet: A Combination of All

Investors could capitalize the boom from different corners of the e-commerce world under one roof through SPDR S&P Internet ETF XWEB, O’Shares Global Internet Giants ETF (OGIG), Invesco NASDAQ Internet ETF PNQI and First Trust Dow Jones Internet Index FDN. The funds XWEB OGIG PNQI and FDN are up 16.8%, 12.4%, 12.2% and 11.9%, respectively.

Read on Zacks site.

The outbreak of COVID-19 has negatively affected the worldwide economy, individual countries, individual companies and the market in general. The future impact of COVID-19 is currently unknown, and it may exacerbate other risks that apply to the Fund.

Past performance does not guarantee future results. Short-term performance may often reflect conditions that are likely not sustainable, and thus such performance may not be repeated in the future.

The views expressed may change at any time after the date of this publication. There is no guarantee that any projection, forecast or opinion will be realized.

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

For the most recent standard performance of the Fund, click 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.

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