Easy and fast to read overview of why big data is the next mega investment trend set to last for at least a decade. We outline the explosive growth in data generation and reveal which types of listed companies will benefit the most.

1. Big Data
The Next Mega Investment Trend (February 2016)

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3. WHAT IS BIG DATA?
3
“The use of computing power to analyse large amounts of
data in order to reveal patterns and trends”

4. HOW BIG IS BIG DATA?
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▪ In 2013:
4,400,000,000,000
gigabytes of digital
data worldwide
▪ By 2020: 10x
increase to
44,000,000,000,000
gigabytes

5. HOW POWERFUL IS BIG DATA?
5
https://www.youtube.com/watch?v=qry_zGZFjOc

6. REAL LIFE BENEFITS FROM BIG DATA
Faster cancer research
Better medical diagnosis (particularly rare diseases)
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Retailers
Improving customer service e.g. targeted coupons & offers
Better inventory control
Health
Financial
Services
Better risk control
Improved investment management

7. SOME INTERESTING BIG DATA LINKS
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 Fight against cancer:
http://www.forbes.com/sites/bernardmarr/2015/06/28/how-big-data-is-transforming-the-fight-
against-cancer/
 How risky is a borrower:
http://newsroom.cisco.com/feature-content?articleId=1725302
 How big data won Jeopardy:
https://www.youtube.com/watch?v=DywO4zksfXw
 A game changer in the retail sector:
http://www.forbes.com/sites/bernardmarr/2015/11/10/big-data-a-game-changer-in-the-retail-
sector/

8. WHAT TYPES OF COMPANIES WILL BE THE
WINNERS FROM BIG DATA?
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Data has to be
Stored Transmitted Analysed
▪ Data centres e.g.
Equinix
▪ Data transmission
equipment e.g.
Mellanox
▪ Data analytics
software e.g. IBM

9. WHAT TYPES OF COMPANIES WILL BE THE
WINNERS FROM BIG DATA?
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Companies using big data to deliver better
products & services
Healthcare
Travel
Retail
Financial
Services
Online

10. INTERNATIONAL SHARES PROVIDE BIG DATA
EXPOSURE
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No large Australian listed big data companies
Multi-billion dollar big data companies listed mainly in
US and Europe
Look
Globally
Global
Shares
Returns
Diversified international shares (MSCI World Net Return
Index) returned 20.2% per annum over 3 years (to 31
Jan 2016 in A$ terms)
We believe companies benefitting from big data will
outperform over the next 5 – 10 years

11. VISIT ATLASTREND FOR MORE DETAILS
11
Register for free 30 day membership
www.atlastrend.com/register
Curated list of companies researched and selected by AtlasTrend that are
benefitting from the big data revolution all within AtlasTrend’s actively
managed Big Data Big investment fund
www.atlastrend.com/trends/big-data-big-trend