You're watching a once-in-a-generation shift as Amazon dethrones Walmart after 17 years. This historic moment signals the complete transformation of how America shops, and these stocks are positioned at the center of this revolution.
From China's massive online markets to Latin America's growing digital economy, this collection captures the worldwide explosion of online commerce. As billions more consumers go digital, these companies are building the infrastructure to serve them.
Every online purchase needs payment processing, shipping, and platform technology to work seamlessly. These are the companies making it all possible, earning revenue from each transaction as e-commerce continues its unstoppable growth.
This basket's total market capitalisation is 3,319,047.9080999997 and is heavily anchored by a few very large-cap stocks. That concentration suggests a predominantly large-cap profile that generally exhibits lower volatility and more predictable performance than smaller-cap baskets.
AMZN: $2.26T
SHOP: $164.58B
FDX: $91.34B
Amazon's historic overtaking of Walmart as America's largest company by revenue signals a fundamental shift in how we shop and spend. This transformation creates ripple effects across the entire digital commerce ecosystem, from the warehouses that store products to the payment systems that process transactions. We've identified companies positioned to benefit from this ongoing digital revolution.
This collection focuses on the infrastructure powering online commerce - not just the retailers themselves, but the logistics companies, payment processors, and platforms that make digital shopping possible. These are established businesses benefiting from a structural shift in consumer behaviour that shows no signs of slowing down, making this a compelling long-term investment theme.
Each company was handpicked by our analysts for playing a crucial role in the e-commerce value chain. From global shipping giants like FedEx and UPS to payment leaders like PayPal, these stocks represent the essential services that enable online retail to function. As e-commerce continues expanding globally, these foundational companies are positioned to grow alongside it.
Amazon has surpassed Walmart as the largest U.S. company by revenue, ending a 17-year streak for the retail giant. This theme identifies companies poised to grow alongside the continued expansion of the tech-driven, e-commerce ecosystem that Amazon now leads.
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Published on February 21
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SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
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On average, analysts expect assets in this group to grow 14.89% over the next year.
11 of 15 assets in this group are rated Buy by professional analysts.
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:
+14.89%
