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Investing in 5G & Cloud Infrastructure

Investing in large-cap tech like FAANG is a popular growth play in today’s market, but investment in technology infrastructure that powers these juggernauts can be an equally attractive—yet often overlooked—opportunity.

Investing in large-cap tech like FAANG is a popular growth play in today’s market, but investment in technology infrastructure that powers these juggernauts can be an equally attractive—yet often overlooked —opportunity. Pacer ETFs offers a diversified ETF portfolio (SRVR) that includes key players in the sector like Equinix and American Tower. 

Nasdaq recently hosted a webinar titled “Investing in 5G & Cloud Infrastructure” featuring Kevin Kelly, CEO & Managing Partner, Benchmark Investments; Chip Newcom, Director of Investor Relations and Sustainability, Equinix; and Sean O’Hara, President, Pacer ETF Distributors. The following is a lightly edited transcript of the event. 

Download the event slides here. Or watch a replay of the event here, which provides 1 CE credit for advisors.

Sean O'Hara:  Thank you so much and thanks everybody for joining us on the call today.  It's a topic that is one that lots of folks like to hear about Investing in 5G and Cloud Infrastructure.  We think this topic hits on at least five major themes and we hope that what you'll hear today will help you understand that there's an opportunity to get direct benefit at investing in those five big themes.

Those five big themes are:

  • The Internet of Things
  • E-commerce
  • Streaming
  • AI
  • Autonomous vehicles

…and the Cloud infrastructure and 5G are going to be the driving edges to make those things happen.  What we're going to do today is focus on what we think the opportunity is, first, and then we're going to switch our focus and we're going to bring Chip Newcom on from Equinix, and he'll talk a little bit about what they do. Oftentimes we like to talk about these things and we throw terms around and sometimes people say generically, they might know what it is, but not necessarily specifically. Equinix is a very large data center operator so we'll get an opportunity to see what a datacenter really is, and what they do.  Equinix is our largest holding in the Pacer Data & Infrastructure ETF ticker SRVR and Benchmark is the creator of the indexes that we use for the Data and Infrastructure ETFs.  So, I'm going to turn it over to Kevin Kelly and he will be leading us through the first set of slides.

Read the entire transcript here.

Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should be construed as investment advice, either on behalf of a particular security or an overall investment strategy. Neither Nasdaq, Inc. nor any of its affiliates makes any recommendation to buy or sell any security or any representation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may differ materially from those expressed or implied. Past performance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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