Guided by experts
We have teamed up with Bessemer Venture Partners to embed industry expertise into company selection while providing key insights and outlooks on the broader cloud computing megatrend.


In 2020, the Covid pandemic forced the world into a rapid digital transformation as businesses scrambled to enable remote work, scale e-commerce, and modernise operations. Today, it’s hard to imagine life without cloud solutions now we’re so reliant on them, from the online streaming platforms that keep us entertained to the workplace apps used by millions every day.
Cloud adoption surged overnight, and there’s no going back. Hybrid work, automation, and data-driven decision-making are now the norm, and all made possible by cloud computing. As our connectedness continues to grow, cloud remains a structural growth story — a critical theme for investors watching the future of digital transformation.

With only 30% of workloads migrated to the cloud and cloud computing sales projected to reach $2 trillion by 20301, the runway for growth remains vast. The total addressable market for cloud services is expected to expand at a 22% compound annual growth rate through 2030, fuelled by digital transformation and the rise of AI2.

Bessemer Venture Partners (BVP) is a leading venture capital firm in the cloud computing space with a rich history of forging long-standing companies.
BVP’s expertise in cloud computing provides a differentiated and evolving strategy informed by their unrivalled stock selection expertise. Learn more about Bessemer Venture Partners.
The WisdomTree Cloud Computing strategy offers a specialist-driven approach, guiding investors toward the key cloud innovations and companies poised to thrive in this high-growth sector.
1 Goldman Sachs:
2 Artificial Intelligence



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