Internet Giants Double Down: OGIG Crushes Market with 109% Surge While AUM Breaks Half-Billion

The digital transformation story that defined 2020 found a perfect vehicle in OGIG stock, the O’Shares Global Internet Giants ETF, which delivered a stunning 109% one-year return—demolishing the NASDAQ 100’s performance by over 60%. What started as a pandemic-driven shift toward online everything evolved into something far more profound: a fundamental restructuring of how commerce, work, and entertainment operate.

When New Tech Beats Old Tech

The rise of OGIG reflects a crucial divergence between traditional technology giants and the new wave of digital-first companies reshaping the economy. The fund’s portfolio of 60+ e-commerce and internet stocks was deliberately constructed to capture this transformation. Here’s what makes OGIG different: while roughly 39% sits in mega-cap stocks exceeding $100 billion market capitalization, the real growth engine is the 60% allocated to smaller tech companies under that threshold—the “mid-size giants” that have become the portfolio’s strongest performers.

This strategic tilt paid off spectacularly. Consider the mega-cap anchors: Amazon surged 75%, Alibaba climbed 31%, Alphabet gained 34%, Tencent rose 70%, and Facebook advanced 37%. But the real story lived in the mid-tier performers. Snap delivered 191% returns, Pinterest exploded 259%, Farfetch rocketed 449%, Trade Desk surged 242%, and Etsy jumped 270%. Even more dramatically, Zoom Video Communications, Shopify, and MercadoLibre—companies that barely existed as major holdings years prior—generated returns of 603%, 171%, and 172% respectively.

Revenue Growth: The Hidden Driver

The fund’s index rules specifically screen for revenue growth as a core investment criterion, and the numbers validate this approach. As of late 2020, the OGIG index showed actual revenue growth (trailing 12-month basis) exceeding 40% across its holdings. That’s nearly 2.4x faster than the NASDAQ 100’s 17% and nearly 4x the Technology Select Sector Index’s 11%. This isn’t accidental outperformance—it’s systematic and intentional.

The fund’s developers explicitly built OGIG to be selective, prioritizing companies with strong revenue momentum, profitability, and healthy balance sheets. Roughly 71% of the index differs from traditional benchmarks like the NASDAQ 100, giving investors access to growth stories that might otherwise be buried in broader indices.

Capital Flows Validate the Strategy

Strong investor demand has pushed OSMG stock and its asset base to over $600 million in assets under management. Inflows came from diverse investor bases, suggesting the “New Tech vs Old Tech” thesis resonates across different investor types—from growth-focused funds to those seeking exposure to the digital economy’s structural shift.

The Digital Economy Redefined

What Kevin O’Leary, Chairman of O’Shares ETFs, described as COVID’s transformative power extends well beyond “work from home.” It’s work, shop, play, and learn from anywhere—a complete reimagining of how consumers and businesses interact with technology. OGIG provides a concentrated bet on companies dominating this new reality, blending household names (Amazon, Google, Facebook) with emerging powerhouses reshaping their respective sectors.

For investors seeking exposure to genuine revenue growth in internet and e-commerce stocks, OGIG stock represents a rules-based approach that filters for quality alongside growth—exactly the combination that defined tech’s best performers over the past cycle.