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.
Published on November 6
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.
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.
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.
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.
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.
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.
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.
AMZN: $2.67T
SHOP: $212.10B
NET: $80.04B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
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+5
Here are a few of the assets in this group. Create an account to unlock the full list.
CLOUDFLARE INC
NET
Current Price
$290.00
Cloudflare offers a suite of services designed to enhance the security, performance, and reliability of web applications, directly addressing the risk...
Cloudflare offers a suite of services designed to enhance the security, performance, and reliability of web applications, directly addressing the risks highlighted by service outages.
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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:
+38.18%
On average, analysts expect assets in this group to grow 38.18% over the next year.
12 of 15 assets in this group are rated Buy by professional analysts.
