Who benefits from the cloud megatrend?

Nicolas Burgess

EL&C Baillieu

Cloud computing is a global megatrend that is being led by technology giants Microsoft, Amazon and Google in a market that is growing at 30% per annum. But what does this mean for Australian companies?

Gary Rollo, Portfolio Manager at Montgomery Investment Management, joins the EL&C Baillieu podcast to explain cloud computing and the investment opportunities it presents. The discussion includes what the cloud is and why companies are migrating to it; the size of the addressable market and the potential duration of this megatrend; and how the cloud lowers barriers to entry for small companies and what this means for innovation. 

Gary also identifies his key stock picks in the sector and explains why he likes them:

  • NextDC (NXT) – the data center operator providing cloud infrastructure;
  • Megaport (MP1) – connectivity services to businesses using the cloud; and
  • Bigtincan (BTH) – sales enablement software utilising cloud technology.

Tune in to hear Gary discuss how the cloud is a significant enabler of growth for Australian small companies. Listen to the podcast below or download from your favourite podcast platform.



Get investment ideas from industry insiders

Liked this wire? Hit the follow button below to get notified every time I post a wire. Not a Livewire Member? Sign up for free today to get inside access to investment ideas and strategies from Australia’s leading investors.


3 topics

Research Analyst
EL&C Baillieu

Nicolas Burgess, CFA is a research analyst at EL&C Baillieu Limited, focusing on small and mid-caps including the technology, diversified financials and insurance sectors. He has been an analyst for over 18 years and been at EL&C Baillieu since 2012.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.