Research Report:

Mega Trends in E-Commerce and Digital Innovation

O’Shares Global Internet Giants ETF (OGIG)

O’Shares Global Internet Giants ETF (OGIG)

Is a rules-based ETF designed to provide investors with the means to invest in some of the largest global companies that derive most of their revenue from the Internet and e-commerce that exhibit quality and growth potential.

The pandemic is forcing companies to change, fast.

The pandemic is forcing companies to change, fast

Kevin O’Leary, Chairman: “The U.S. economy, we call it “America 2.0”, could get six years of digital transformation packed into six months, with companies adopting technology, selling more directly to customers and expanding their margins…

What's Driving Mega Trends

What’s Driving Mega Trends

Secular trends in social media, digital advertising, digital entertainment and cloud have been a catalyst for growth in Internet and e-commerce companies. Companies have moved from traditional advertising in favor of digital methods.

Trends in Cloud Infrastructure: +270% since 2015

Trends in Cloud Infrastructure: +270% since 2015

Cloud infrastructure services provide the hardware and software components that are needed to support the data storage, computing and networking requirements of a business.

Digital Transformation of the U.S. Economy

The pandemic has accelerated the digital transformation of the the U.S. Economy.
E-commerce sales in the U.S. during 2020 have grown to $788 billion, a growth rate of 32% vs. 2019. By comparison, the growth in 2019 vs. 2018 was 15%.

 

U.S. E-commerce Sales (2018 – 2020)

U.S. E-commerce Sales from Bloomberg Finance L.P. Data as of 9/30/2021.
Actual results may vary. 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.
 
 
 

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Structural Revenue Growth: OGIG Portfolio Companies

Internet technology and e-commerce companies in OGIG are driving innovation and thus helping to accelerate and sustain long-term structural growth. This is illustrated by the tremendous revenue growth generated by the companies in the OGIG index. The total revenue of the companies in the index is over $1.6 trillion, compared to $800 billion 3 years ago, a growth rate of over 100%.

OGIG index companies: Over $1.6 trillion in revenue

Total revenue generated by companies in the OGIG index ($ Billions)

Source: Bloomberg Finance L.P. Data as of 9/30/2021.

The “Tech” Stocks That Aren’t In Many Tech Indexes

The FANG and BAT stocks were either re-classified or were never in “Tech” to begin with.

Average Revenue Growth: Approximately 33%

Source: Bloomberg Finance L.P. Data as of 9/30/2021. Sales – Last FY: Most recent fiscal year revenue.
*Sales Growth TTM: Trailing 12 months. For top ten holdings of the OGIG ETF click here. For informational purposes only. Not meant to represent the Fund.

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