☁️ Cloud market is a very interesting one. Even before AI it...

☁️ Cloud market is a very interesting one. Even before AI it was expected to maintain a 15% CAGR by 2030

💰 Several ways to play the theme. Here are some examples sorted by net profit margin

1️⃣ CLOUD SERVICE PROVIDER

🇺🇸 Microsoft $Microsoft(MSFT.US)$ 35.9%
🇺🇸 Alphabet $Alphabet-A(GOOGL.US)$ 27.1%
🇺🇸 Oracle $Oracle(ORCL.US)$ 20.0%
🇺🇸 Amazon $Amazon(AMZN.US)$ 7.6%
🇫🇷 OVH $OVH(0220.MY)$ -2.5%

2️⃣ DATA CENTER
Build, manage, maintain

🇫🇷 Schneider 11.9%
🇺🇸 Equinix $Equinix Inc(EQIX.US)$ 11.6%
🇩🇪 Siemens $SIE 10.3%
🇺🇸 Digital Realty $Digital Realty Trust Inc(DLR.US)$ 9.0%
🇺🇸 Vertiv $Vertiv Holdings(VRT.US)$ 7.9%

3️⃣ CHIPS AND SOLUTIONS

🇺🇸 NVidia $NVIDIA(NVDA.US)$ 52.8%
🇺🇸 Arista $Arista Networks(ANET.US)$ 36.0%
🇺🇸 Cisco $Cisco(CSCO.US)$ 18.9%
🇺🇸 AMD $Advanced Micro Devices(AMD.US)$ 9.5%
🇺🇸 Intel $Intel(INTC.US)$ 0.7%

4️⃣ MONITORING SOFTWARE

🇺🇸 Dynatrace $Dynatrace(DT.US)$ 10.0%
🇺🇸 Datadog $Datadog(DDOG.US)$ 2.3%

5️⃣ SAAS CLOUD SOFTWARE
Leveraging the cloud for profits
Endless list!

🇦🇺 Pro Medicus $PME 49.4%
🇺🇸 Adobe $Adobe(ADBE.US)$ 24.9%
🇫🇷 Dassault Syst $DSY 19.8%
🇩🇪 Nemetschek $NEM 19.6%
🇺🇸 Manhattan $Manhattan Associates(MANH.US)$ 17.5%
🇺🇸 Salesforce $Salesforce(CRM.US)$ 15.9%
🇺🇸 Servicenow $Snowflake(SNOW.US)$ 11.9%