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16 handpicked stocks

Serverless Orchestration

These carefully selected companies are powering the future of software development, enabling applications to run and scale automatically without the headache of server management. Our expert analysts have identified the leaders driving this revolutionary shift in how modern apps are built and deployed.

Author avatar

Han Tan | Market Analyst

Published on June 17

Your Basket's Financial Footprint

Summary of total market capitalisation and breakdown for the Serverless Orchestration basket.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility and closer tracking to the broad market, likely reducing downside risk.
  • Use this basket as a core holding for broad, stable exposure rather than a speculative small-cap allocation.
  • Expect steady, long-term value growth rather than rapid, short-term outperformance; returns are not guaranteed.
Total Market Cap
  • AMZN: $2.37T

  • MSFT: $3.85T

  • GOOGL: $3.03T

  • Other

About This Group of Stocks

1

Our Expert Thinking

Serverless computing represents a fundamental shift in software development, abstracting away infrastructure so developers can focus on code. These companies provide the platforms that automatically manage compute resources, enabling businesses to build applications faster, scale more efficiently, and only pay for what they use.

2

What You Need to Know

This portfolio combines established cloud providers with innovative edge computing and observability platforms. These stocks offer exposure to high-growth companies powering modern digital transformation. The serverless model is gaining momentum as businesses seek to reduce operational overhead and accelerate innovation cycles.

3

Why These Stocks

We've selected the dominant public cloud providers offering foundational serverless services alongside specialized firms enabling the ecosystem's growth. This mix captures both market leaders and innovative companies that are essential to the serverless infrastructure supporting AI, IoT, and next-generation applications.

Why You'll Want to Watch These Stocks

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AI Is Driving Massive Demand

The explosion of AI and IoT workloads creates perfect conditions for serverless platforms. These companies are uniquely positioned to handle the surge in data processing needs.

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Cost Efficiency Revolution

Businesses are flocking to serverless architecture to slash infrastructure costs. Only paying for actual compute usage means better margins and more capital for innovation.

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The Future Of Software Development

Serverless is fundamentally changing how applications are built. Companies adopting this approach can deliver new features faster and scale instantly, giving them a competitive edge.

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

Read Full Insight

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