Shopify (SHOP) stock price is down about 3% so far today, and is on Zeno Mercer's watch list, along with the Etsy Inc. (ETSY) stock. "Supply chains and labor shortages highlight the need for automation, and there is a desire for e-commerce, which is putting shoppers in charge of tech innovations in retail," he says. Also, he weighs in on some of the beneficiaries being logistics automation, computer vision / asset tracking, online shopping, and digital payments / security.
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