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15 handpicked stocks

Digital Infrastructure: What's Next After Amazon Outage

A recent service outage at Amazon.com highlighted the critical dependence of online retail on stable digital infrastructure. This event creates an investment opportunity in companies providing the foundational technologies that ensure e-commerce platforms remain reliable and secure.

Author avatar

Han Tan | Market Analyst

Published on November 6

Your Basket's Financial Footprint

This basket's total market cap is $3.12T and is heavily anchored by a single very large-cap holding, producing a concentrated, generally stable profile.

Key Takeaways for Investors:
  • Large-cap dominance tends to lower volatility, offering steadier returns and closer tracking of broad-market moves.
  • Suitably treated as a core holding for diversified portfolios rather than a speculative, high-growth allocation.
  • Expect steady, long-term appreciation rather than rapid short-term gains; growth is generally moderate and cumulative.
Total Market Cap
  • AMZN: $2.67T

  • SHOP: $212.10B

  • NET: $80.04B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Recent service disruptions at major online retailers have highlighted the critical importance of reliable digital infrastructure. This creates investment opportunities in companies that provide the foundational technologies keeping e-commerce platforms running smoothly, from cloud services to cybersecurity solutions.

2

What You Need to Know

This group focuses on the backbone of online retail - companies that provide cloud computing, data centres, payment processing, and security services. These businesses are essential for maintaining website uptime and performance, making them increasingly valuable as digital commerce grows.

3

Why These Stocks

These companies were handpicked by professional analysts as key players in digital infrastructure. They represent different layers of the technology stack that supports e-commerce, from Amazon's AWS cloud services to Cloudflare's web performance solutions, offering diversified exposure to this critical sector.

Why You'll Want to Watch These Stocks

Infrastructure Under Pressure

Recent outages at major platforms show how vulnerable our digital world really is. Companies that keep the internet running smoothly are becoming more valuable than ever.

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Security Spending Surge

Businesses are waking up to the true cost of downtime and cyber threats. Expect increased investment in the companies that protect and power online commerce.

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Digital-First Future

E-commerce isn't slowing down, and neither is the need for rock-solid digital infrastructure. These companies are building the foundation for tomorrow's economy.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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