Investment Themes

The World is Evolving Toward Cloud

A shift is occurring in the IT industry. Traditional business models are changing towards subscription-based models. Cloud computing providers manage the whole process: from backup, maintenance to recovery of data. Everything is owned and operated by a third party and end-user only pay for the services used. Among the different cloud services, SaaS is the most popular market segment.

Type of Cloud Computing Services


Delivering software over the internet on a subscription basis


Providing a platform to create software applications


Providing virtualized computing resources over the internet

Data Center

Owning and managing facilities to safely and efficiently store data

Key Number
$371.4 Bn

Cloud Computing Market Size


Median gross margin for public SaaS companies in 2020


Of companies are migrating to cloud to improve the speed of IT service delivery


Expected CAGR of Cloud Market to 2025

Why Invest?

Cloud computing sector has truly taken off; SaaS especially. In constant evolution, this sector is attracting more and more companies

Investment Rational in Cloud Computing

Exposure to...

Technology & Innovation

Exposure to today’s most innovative companies in the sectors of big data, cloud computing, SaaS in one financial product.

High Growth

Opportunity to acquire high growth stocks with a low correlation to value stocks.

Along with...


Stocks in our basket do not appear in large ETFs or Indices. Moreover, within the thematic, we score highly on diversification between industrial sectors. Thus, bringing diversity to our clients’ portfolio.

Innovative Algorithmic for Assets Allocation

Our data driven and algorithmic approach brings us today’s edge cutting tools to make the best investment decisions. Nevertheless, every change is reviewed by our team before it is turned into a trading order.

Why with us?

Cloud computing has become an integral part in the software and IT industry worldwide. EVOO offers exposure to the cloud industry by investing in companies whose core business is cloud software and service.


We focus on companies that generate their sales primarily from the cloud business, recorded continuous sales in this area and meet key metrics defined for sales growth.

click & hold
Next theme