Basket cover image
12 handpicked stocks

Sovereign-Cloud Specialists

These carefully selected stocks represent companies that keep sensitive digital data within national borders. As governments worldwide tighten regulations on data security, these specialized cloud providers are positioned to thrive in an increasingly data-nationalist world.

stock
stock
stock
stock
stock
stock
stock
stock
stock
stock

+2

Author avatar

Han Tan | Market Analyst

Updated 1 day ago | Published at June 17

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

NET

CloudFlare Inc.

NET

Current price

$200.91

Cloudflare provides a global network with data localization features, enabling companies to control where their data is stored and processed to meet s...

Cloudflare provides a global network with data localization features, enabling companies to control where their data is stored and processed to meet sovereign requirements.

KC

Kingsoft Cloud Holdings

KC

Current price

$13.58

Kingsoft Cloud is a major Chinese cloud provider, inherently operating within a strict national data jurisdiction and serving a large domestic market.

SNOW

Snowflake Inc.

SNOW

Current price

$199.08

Snowflake's data cloud platform includes robust governance and data sharing features that allow customers to manage data residency and compliance acro...

Snowflake's data cloud platform includes robust governance and data sharing features that allow customers to manage data residency and compliance across regions.

About This Group of Stocks

1

Our Expert Thinking

We're witnessing a major shift toward "data nationalism," where countries require sensitive information to stay within their borders. These companies offer cloud services that comply with strict national regulations, creating a protected market that even tech giants can't easily enter.

2

What You Need to Know

This collection includes both regional cloud providers and companies that build the infrastructure making sovereign clouds possible. They operate in a specialized niche where compliance with local laws creates a competitive advantage against global players.

3

Why These Stocks

These companies were selected because they directly benefit from increasing government mandates for in-country data storage. As digital nationalism rises globally, these specialists are positioned to capture growing demand for locally-compliant cloud services.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+51.74%

Group Performance Snapshot

51.74%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 51.74% over the next year.

11 of 12

Stocks Rated Buy by Analysts

11 of 12 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🌐

Digital Borders Are Rising

As countries enact stricter data residency laws, these companies are uniquely positioned to benefit from the fragmentation of the global internet into nation-specific clouds.

🛡️

Protected Market Opportunity

These specialists operate in regulatory-created markets where even big tech giants must partner with local providers, creating a competitive moat that shelters their business.

🚀

Just Getting Started

The sovereign cloud market is still in its early stages, with new data privacy laws being enacted worldwide that will expand the addressable market for these companies.

Why Invest with Nemo Money?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Opportunities

Uncle Sam's Semiconductor Stake

Uncle Sam's Semiconductor Stake

The U.S. government is considering an equity stake in Intel to boost domestic semiconductor manufacturing. This strategic move could create a ripple effect, benefiting other American companies involved in the chip-making industry.

View stocks
The Cybersecurity Consolidation Wave

The Cybersecurity Consolidation Wave

Accenture's record-breaking acquisition of CyberCX signals a major consolidation trend in the cybersecurity sector. This move highlights the growing demand for AI-powered security solutions, creating potential opportunities for other specialized cybersecurity firms to benefit from increased investment and M&A activity.

View stocks
American Chipmakers: A Tariff-Driven Shift

American Chipmakers: A Tariff-Driven Shift

President Trump has threatened to impose tariffs of up to 300% on semiconductors to boost domestic production. This creates a potential investment opportunity in U.S.-based semiconductor companies that stand to gain from a shift toward onshore manufacturing.

View stocks
View All

Frequently Asked Questions

Everything you need to know about the product and billing.