The New Sectors, Themes and Internet Stocks
Live Strategy Discussion
How do investors define “tech”? Further, should this impact the way they invest in “tech”? Cinthia Murphy, Head of Digital Experience, and Connor O’Brien, CEO of O’Shares ETFs, discuss in this short clip from our recent webcast.
(This video was recorded on 10/07/2021)
Definitions:
Old Tech: Traditional information technology sector.
New Tech: Internet technology and e-commerce companies including those involved in digital advertising, social media, digital entertainment and “cloud”.
Old Tech: Traditional information technology sector.
New Tech: Internet technology and e-commerce companies including those involved in digital advertising, social media, digital entertainment and “cloud”.
OGIG Holdings:
| Name (As of 5/23/2022) | Stock Ticker | Sector | % Of Market Value | Shares/Par | Isin |
|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Information Technology | 6.90% | 56444 | US5949181045 |
| ALPHABET INC | GOOGL | Communication Services | 6.37% | 6087 | US02079K3059 |
| AMAZON.COM INC | AMZN | Consumer Discretionary | 4.96% | 4916 | US0231351067 |
| MEITUAN | 3690 | Consumer Discretionary | 2.82% | 280966 | KYG596691041 |
| TENCENT HOLDINGS LTD | 700 | Communication Services | 2.55% | 123017 | KYG875721634 |
| META PLATFORMS INC | FB | Communication Services | 2.43% | 26372 | US30303M1027 |
| CTS EVENTIM AG & CO KGAA | EVD | Communication Services | 1.78% | 55972 | DE0005470306 |
| PINDUODUO INC | PDD | Consumer Discretionary | 1.75% | 92307 | US7223041028 |
| SEA LTD | SE | Communication Services | 1.67% | 46046 | US81141R1005 |
| SNOWFLAKE INC | SNOW | Information Technology | 1.62% | 24918 | US8334451098 |
| BILIBILI INC | BILI | Communication Services | 1.47% | 147652 | US0900401060 |
| CROWDSTRIKE HOLDINGS INC | CRWD | Information Technology | 1.42% | 20220 | US22788C1053 |
| LIVE NATION ENTERTAINMENT INC | LYV | Communication Services | 1.42% | 34029 | US5380341090 |
| SALESFORCE INC | CRM | Information Technology | 1.40% | 18660 | US79466L3024 |
| ALIBABA GROUP HOLDING LTD | BABA | Consumer Discretionary | 1.33% | 32589 | US01609W1027 |
| GITLAB INC | GTLB | Information Technology | 1.32% | 74101 | US37637K1088 |
| SNAP INC | SNAP | Communication Services | 1.31% | 124532 | US83304A1060 |
| DATADOG INC | DDOG | Information Technology | 1.26% | 28559 | US23804L1035 |
| MONDAY.COM LTD | MNDY | Information Technology | 1.26% | 24037 | IL0011762130 |
| MERCADOLIBRE INC | MELI | Consumer Discretionary | 1.26% | 3463 | US58733R1023 |
| JD.COM INC | 9618 | Consumer Discretionary | 1.24% | 97546 | KYG8208B1014 |
| SERVICENOW INC | NOW | Information Technology | 1.22% | 6050 | US81762P1021 |
| DELIVERY HERO SE | DHER | Consumer Discretionary | 1.16% | 77807 | DE000A2E4K43 |
| KUAISHOU TECHNOLOGY | 1024 | Communication Services | 1.15% | 291700 | KYG532631028 |
| SENTINELONE INC | S | Information Technology | 1.14% | 100835 | US81730H1095 |
| SHOPIFY INC | SHOP | Information Technology | 1.13% | 6563 | CA82509L1076 |
| ADOBE INC | ADBE | Information Technology | 1.13% | 5933 | US00724F1012 |
| KINGDEE INTERNATIONAL SOFTWARE GROUP CO LTD | 268 | Information Technology | 1.10% | 1175215 | KYG525681477 |
| MONGODB INC | MDB | Information Technology | 1.09% | 9510 | US60937P1066 |
| ROBLOX CORP | RBLX | Communication Services | 1.07% | 75961 | US7710491033 |
| ROKU INC | ROKU | Communication Services | 1.05% | 24452 | US77543R1023 |
| FORTINET INC | FTNT | Information Technology | 1.04% | 7730 | US34959E1091 |
| JUST EAT TAKEAWAY.COM NV | TKWY | Consumer Discretionary | 1.01% | 105488 | NL0012015705 |
| DOCUSIGN INC | DOCU | Information Technology | 0.98% | 26585 | US2561631068 |
| GLOBAL-E ONLINE LTD | GLBE | Consumer Discretionary | 0.97% | 106770 | IL0011741688 |
| ZSCALER INC | ZS | Information Technology | 0.97% | 14914 | US98980G1022 |
| TRADE DESK INC/THE | TTD | Information Technology | 0.96% | 38872 | US88339J1051 |
| BILL.COM HOLDINGS INC | BILL | Information Technology | 0.96% | 17786 | US0900431000 |
| ZOOMINFO TECHNOLOGIES INC | ZI | Communication Services | 0.95% | 52393 | US98980F1049 |
| TWILIO INC | TWLO | Information Technology | 0.93% | 19693 | US90138F1021 |
| SMARTSHEET INC | SMAR | Information Technology | 0.92% | 55054 | US83200N1037 |
| DIGITAL TURBINE INC | APPS | Information Technology | 0.92% | 76763 | US25400W1027 |
| CLOUDFLARE INC | NET | Information Technology | 0.91% | 34263 | US18915M1071 |
| PALO ALTO NETWORKS INC | PANW | Information Technology | 0.91% | 3856 | US6974351057 |
| ADEVINTA ASA | ADE | Communication Services | 0.90% | 286931 | NO0010844038 |
| DIGITALOCEAN HOLDINGS INC | DOCN | Information Technology | 0.87% | 44230 | US25402D1028 |
| HUBSPOT INC | HUBS | Information Technology | 0.87% | 5507 | US4435731009 |
| ATLASSIAN CORP PLC | TEAM | Information Technology | 0.84% | 10051 | GB00BZ09BD16 |
| UIPATH INC | PATH | Information Technology | 0.83% | 102692 | US90364P1057 |
| XERO LTD | XRO | Information Technology | 0.82% | 27142 | NZXROE0001S2 |
| TWITTER INC | TWTR | Communication Services | 0.81% | 45554 | US90184L1026 |
| APPLOVIN CORP | APP | Information Technology | 0.81% | 45629 | US03831W1080 |
| OKTA INC | OKTA | Information Technology | 0.80% | 20514 | US6792951054 |
| PINTEREST INC | PINS | Communication Services | 0.80% | 75426 | US72352L1061 |
| DYNATRACE INC | DT | Information Technology | 0.78% | 43815 | US2681501092 |
| IAC/INTERACTIVECORP | IAC | Communication Services | 0.78% | 20030 | US44891N2080 |
| PALANTIR TECHNOLOGIES INC | PLTR | Information Technology | 0.77% | 205078 | US69608A1088 |
| INTUIT INC | INTU | Information Technology | 0.77% | 4426 | US4612021034 |
| PAYCOM SOFTWARE INC | PAYC | Information Technology | 0.76% | 5882 | US70432V1026 |
| ELASTIC NV | ESTC | Information Technology | 0.75% | 26880 | NL0013056914 |
| IRONSOURCE LTD | IS | Information Technology | 0.75% | 588058 | IL0011763799 |
| CONFLUENT INC | CFLT | Information Technology | 0.75% | 82183 | US20717M1036 |
| ASANA INC | ASAN | Information Technology | 0.74% | 75116 | US04342Y1047 |
| ZENDESK INC | ZEN | Information Technology | 0.74% | 16160 | US98936J1016 |
| SINCH AB | SINCH | Information Technology | 0.73% | 328158 | SE0016101844 |
| NETEASE INC | 9999 | Communication Services | 0.68% | 73568 | KYG6427A1022 |
| PAYLOCITY HOLDING CORP | PCTY | Information Technology | 0.67% | 8475 | US70438V1061 |
| DOORDASH INC | DASH | Consumer Discretionary | 0.65% | 20552 | US25809K1051 |
| TAKE-TWO INTERACTIVE SOFTWARE INC | TTWO | Communication Services | 0.63% | 10792 | US8740541094 |
| WORKDAY INC | WDAY | Information Technology | 0.60% | 7706 | US98138H1014 |
| UNITY SOFTWARE INC | U | Information Technology | 0.59% | 30712 | US91332U1016 |
| NEXON CO LTD | 3659 | Communication Services | 0.58% | 51300 | JP3758190007 |
| SPLUNK INC | SPLK | Information Technology | 0.56% | 12057 | US8486371045 |
| ELECTRONIC ARTS INC | EA | Communication Services | 0.56% | 8969 | US2855121099 |
| MATCH GROUP INC | MTCH | Communication Services | 0.52% | 14626 | US57667L1070 |
| ORACLE CORP | ORCL | Information Technology | 0.52% | 15904 | US68389X1054 |
| RINGCENTRAL INC | RNG | Information Technology | 0.48% | 16345 | US76680R2067 |
| COUPA SOFTWARE INC | COUP | Information Technology | 0.48% | 14722 | US22266L1061 |
| QUALTRICS INTERNATIONAL INC | XM | Information Technology | 0.48% | 68514 | US7476012015 |
| SPOTIFY TECHNOLOGY SA | SPOT | Communication Services | 0.47% | 9242 | LU1778762911 |
| NETFLIX INC | NFLX | Communication Services | 0.46% | 5233 | US64110L1061 |
| ZOOM VIDEO COMMUNICATIONS INC | ZM | Information Technology | 0.45% | 10840 | US98980L1017 |
| CHEWY INC | CHWY | Consumer Discretionary | 0.43% | 37151 | US16679L1098 |
| SAP SE | SAP | Information Technology | 0.41% | 8800 | DE0007164600 |
| ETSY INC | ETSY | Consumer Discretionary | 0.39% | 10807 | US29786A1060 |
| VMWARE INC | VMW | Information Technology | 0.36% | 6489 | US9285634021 |
| ACTIVISION BLIZZARD INC | ATVI | Communication Services | 0.35% | 9607 | US00507V1098 |
| Z HOLDINGS CORP | 4689 | Communication Services | 0.29% | 177177 | JP3933800009 |
| VERISIGN INC | VRSN | Information Technology | 0.26% | 3328 | US92343E1029 |
| BAIDU INC | BIDU | Communication Services | 0.19% | 3195 | US0567521085 |
| CASH | 0.06% | 118504.34 | |||
| AUSTRALIAN DOLLAR | 0.00% | 1.15 | |||
| EURO | 0.00% | 0.01 | |||
| BRITISH POUND | 0.00% | 0.35 | |||
| SWEDISH KRONA | 0.00% | -34.06 |
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