Amazon and Google have partnered on a new service to streamline connectivity between their respective cloud platforms. This collaboration highlights a growing trend toward multicloud adoption, creating investment opportunities in companies that provide essential networking, security, and data management infrastructure.
Published on December 2
The Amazon-Google collaboration marks a watershed moment for cloud interoperability. When the two largest cloud providers unite to solve connectivity challenges, it signals massive enterprise demand and validates the entire multicloud ecosystem.
As businesses race to adopt multicloud strategies, the companies providing the essential networking, security, and data management tools are positioned for explosive growth. This is the infrastructure backbone of tomorrow's enterprise technology.
From cloud giants to specialised networking hardware providers, this collection captures the complete multicloud value chain. Professional analysts handpicked these companies for their strategic roles in enabling seamless cloud connectivity.
The landmark partnership between Amazon Web Services and Google Cloud represents a pivotal shift toward multicloud adoption. As enterprises increasingly demand flexible, resilient cloud architectures that avoid vendor lock-in, the infrastructure and software that enable seamless connectivity across multiple platforms becomes essential. This structural trend creates significant opportunities for the companies that make these complex ecosystems work.
This group focuses on the critical infrastructure layer that powers multicloud environments, from networking hardware and cybersecurity platforms to data management solutions. These companies provide the essential tools that allow businesses to operate securely and efficiently across different cloud providers. The theme captures both the leading cloud platforms themselves and the specialized enablers of multicloud connectivity.
Each company was handpicked by professional analysts for their strategic role in the multicloud ecosystem. From Amazon and Google as the partnership pioneers to networking specialists like Cloudflare and Arista Networks, these stocks represent the key players facilitating the shift toward interconnected cloud architectures. The selection includes both established leaders and innovative specialists positioned for growth in this expanding market.
This basket's total market capitalisation is 6,712,756.42 and is dominated by a few very large-cap constituents, which anchor the basket's profile. That concentration tends to produce a more stable, broad-market-tracking profile compared with small-cap‑weighted baskets.
AMZN: $2.50T
GOOGL: $3.80T
NET: $69.08B
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Here are a few of the assets in this group. Create an account to unlock the full list.
ALPHABET INC
GOOGL
Current Price
$338.50
As the other major partner in this multicloud initiative, Google's Cloud Platform is a core component of the trend toward interconnected cloud service...
As the other major partner in this multicloud initiative, Google's Cloud Platform is a core component of the trend toward interconnected cloud services.
CLOUDFLARE INC
NET
Current Price
$306.53
Cloudflare provides a global network and security services that are essential for connecting and securing applications across multiple cloud environme...
Cloudflare provides a global network and security services that are essential for connecting and securing applications across multiple cloud environments.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+3.08%
On average, analysts expect assets in this group to grow 3.08% over the next year.
9 of 10 assets in this group are rated Buy by professional analysts.
