Charting Disruption

1 Outlook 2022 Charting Disruption1 Global X Management Company LLCAll numbers are approximateO U T L O O K 2 0 2 2 : C H A R T I N G D I S R U P T I O N -I N T R O D U C T I O NTable of ContentsIntroduction & BiographiesNote: Appendix information, including detailed citations, follow each chapter. Additional disclosures can be found at the endofthe presentation deck. 02 Robotics & Artificial IntelligenceDigital EconomyBlockchainFuture of Health CareFood & WaterClimate ChangeMobility21stCentury Infrastructure092240556881961072 Global X Management Company LLCAll numbers are approximateO U T L O O K 2 0 2 2 : C H A R T I N G D I S R U P T I O N -I N T R O D U C T I O NWhat Is Charting Disruption ?

2 SuchasroboticsandAI,electricmobility,asw ellastheblockchain iscreatingunprecedentedopportunity, ,newgenerationsofconsumerswithdistinctpr eferencesarerapidlychangingdemandforkeys taples,suchasfood,waterandhealthcare, , acrossacademia,theconsultingindustry,and theinvestingworld ,inwhichwepresentuniquedatasets,surveys, andanalyses, ,itisourintentiontoleverageourcontributo rs , Global X Management Company LLCAll numbers are approximate3O U T L O O K 2 0 2 2 : C H A R T I N G D I S R U P T I O N -I N T R O D U C T I O N$43 Bin AUM across more than 80 ETF strategies1 For more than a decade, our mission has been empowering investors with unexplored and intelligent +Diverse team of more than 100 financial professionals1M+ETF shareholders across morethan 95countriesHeadquartered in New York, with a local presence in eleven other North American citiesAbout Global XExchange-Traded Funds (ETFs)Research & InsightsETF Model Portfolios1As of November 2, 20214 Global X Management Company LLCAll numbers are approximate4O U T L O O K 2 0 2 2.

3 C H A R T I N G D I S R U P T I O N -B I O G R A P H I E SContributorsJay JacobsHead of Research & StrategyMay DeResearch AnalystMatt KunkeResearch AnalystAlec LucasResearch AnalystPedro PalandraniResearch AnalystErik BrynjolfssonProfessor &Director of the Stanford digital Economy LabRic EdelmanFounder of the digital Assets Council of Financial ProfessionalsRamezNaamCleanTechEnergy Investor & AuthorAmy WebbQuantitative Futurist &CEO of Future Today InstituteGlobal X Research TeamSubject Matter Experts5 Global X Management Company LLC All numbers are approximateO U T L O O K 2 0 2 2 : C H A R T I N G D I S R U P T I O NERIK BRYNJOLFSSONErikBrynjolfssonistheJerryYa ngandAkikoYamazakiProfessorandSeniorFell owattheStanfordInstituteforHuman-Centere dAI(HAI), (SIEPR),ProfessorbyCourtesyattheStanford GraduateSchoolofBusinessandStanfordDepar tmentofEconomics,andaResearchAssociateat theNationalBureauofEconomicResearch(NBER ).

4 Hisresearchexaminestheeffectsofinformati ontechnologiesonbusinessstrategy,product ivityandperformance,digitalcommerce, , & Director of the Stanford digital Economy Lab6 Global X Management Company LLC All numbers are approximateO U T L O O K 2 0 2 2 : C H A R T I N G D I S R U P T I O NRIC EDELMAN Allthreeleadingtradepublications,Investm entAdvisor,RIAB izandInvestmentNews, sinbothResearchmagazine sFinancialAdvisorHallofFameandBarron sHallofFame,andwasrankedthreetimesasthen ation s#1 IndependentFinancialAdvisorbyBarron salsoproducedseveralaward-winningspecial sforPublicTelevision,andhe sa# of the digital Assets Council of Financial Professionals7 Global X Management Company LLC All numbers are approximateRAMEZ NAAMC leanTechEnergy Investor & AuthorInhiscareer,RamezfirstworkedatMicr osoft,workingearlyversionsofMicrosoftOut look,InternetExplorer.

5 ,hefoundedandranApexNanoTechnologies,the world ,Crux,andApex(nearfuturesciencefiction), TheInfiniteResource:ThePowerofIdeasonaFi nitePlanet(non-fiction),andMoreThanHuman :EmbracingthePromiseofBiologicalEnhancem ent(non-fiction).Nowhefocuseshistimeoncl imateandenergy,asafrequentpublicspeakero ntheinevitabilityandincreasingpriceadvan tageofcleanenergy;andasaninvestorinandad visortocleanenergy,mobility, U T L O O K 2 0 2 2 : C H A R T I N G D I S R U P T I O N8 Global X Management Company LLC All numbers are approximateO U T L O O K 2 0 2 2 : C H A R T I N G D I S R U P T I O NAMY WEBBAmyWebbhasneverlimitedherselftoonefi eldexclusively, sacademicbackgroundincludesgametheory,ec onomics,statistics,politicalscience,comp uterscience,sociology, , salsothefounderoftheFutureTodayInstitute , ,whichdetailswhattechnologicalchangesare ahead,whatimpactthey'llhaveonbusinessand society, ,Amydecidedtomakeallofherforesighttoolsa ndmethodology,aswellasallofFTI'sresearch , Futurist & CEO of the Future Today Institute9 Global X Management Company LLC All numbers are approximateRobotics & Artificial IntelligenceO U T L O O K 2 0 2 2.

6 C H A R T I N G D I S R U P T I O N R O B O T I C S & A IRobotsandartificialintelligence(AI)algo rithmsarebecomingsmarterandmorecapableth aneverbefore, ,weakenedsupplychains,risingwages,labors hortages, ,wearelikelytoseeproductivitysurge,theco stsofservicesfall, Global X Management Company LLCAll numbers are approximateRobotics and Artificial Intelligence at a GlanceTechnological advancements are enabling robotics and artificial intelligence (AI) to play an increasingly impactful role across a variety of industries and in our daily lives.$250B$510B20202026*Sources: 1. Global X analysis based on data from 360 Research Reports, 2021; Mordor Intelligence, 2021a; Mordor Intelligence,2021b; Expert Market Research, 2021; IMARC Group, 2021; Markets and Markets, 2021 2.

7 Fortune Business Insights, 2021 The global robotics market is expected to expand to about $510B by 2026, a global AI market is expected to expand to nearly $300B by 2026, a used in industrial automation, often in areas like manufacturing or logistics, include robotic arms with evolving end-of-arm tooling, cobots, and autonomous mobile robots (ARMs). INDUSTRIAL ROBOTS & AUTOMATIONA utonomous vehicles, such as self driving cars, robo-taxis, autonomous military vehicles, and drones are just a few examples that could achieve level 3 and 4 driving autonomy within the next few years. UNMANNED VEHICLES & DRONESR obotics used outside of the industrial sector, in areas such as healthcare with robotic surgery or agriculture with robots picking and harvesting crops.

8 NON-INDUSTRIAL ROBOTICSAI is a general-purpose technology (GPT), pervasive across all industries, with an ability to improve over time and touches on new technologies such as digital twins, conversational AI technology, and more. ARTIFICIAL INTELLIGENCEKey Segments in Robotics & AIArtificial intelligence (AI) refers to computer systems that can work, react, and learn like humans to autonomously perform tasks that involve decision making, visual perception, and speech the creation, design, and application of programmable machines that can perform tasks and interact with their environments without or alongside humans.

9 *Forecast*ForecastROBOTICS MARKET ($B)AI MARKET ($B)$30B$300B20202026*O U T L O O K 2 0 2 2 : C H A R T I N G D I S R U P T I O N R O B O T I C S & A I11 Global X Management Company LLCAll numbers are approximateDisrupted Supply Chains Create Opening for Widespread Robotics AdoptionExogenousriskssuchasclimatechang e,geopoliticaltensions, , , ,alongsideimprovingtechnology, : Text:1. Achille, et al., 2020 2: Michael, 2019 3. Mazachek, 2020 Charts:IFR Press Room, 2021; Klump, Jurkat, & Schneider, 2021; Bureau of Labor Statistics, 2021a, 2021b; Trading Economics, 2021; SelectUSA, 2020-22%44%567%-100%0%100%200%300%400%50 0%600%2004200520062007200820092010201120 122013201420152016201720182019 Average Unit Price of Industrial Robots in the Worker Compensation for Manufacturing Industries in the and China(% change vs.)

10 Base year = 2004) Average Unit Price of Industrial Robots in the Worker Compensation in the Average Yearly Wages in Manufacturing (in $)Supply Chain Disruptions Approximately one month after COVID-19 arose in Wuhan, roughly 31% of factories remained shut down in China1 Aging Populations Japan s labor force will fall to just half of its peak levels by 20602 Rising Labor Costs Robotics-driven labor-cost-savings are the norm today, with countries like the United States and China experiencing labor cost increases of 44% and 567% since 2004, respectively. Performance Enhancements Among all industries, a 1% increase in robot density is correlated with an increase in productivity of of Robotics AdoptionO U T L O O K 2 0 2 2.