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Investment Themes
The widespread use of the Internet reaches all aspects of our daily lives. E-commerce has been a real driver of the expansion of the web globally. Since the advent of the internet, online businesses have continued to grow exponentially.
E-commerce has undeniably become a full-fledged complement to physical commerce. Everyone is involved (or almost). There are still growth levers for e-commerce, particularly in certain industries where it is not widely used, in emerging countries or among small retailers who are accelerating their digitalization. The health crisis of 2020 was a real catalyst for this growth, especially for small businesses. The rise of smartphones and tablets among consumers obviously has a strong impact on commerce. The smartphone has become an extension of our arm. With a simple click, you can order any product from the other side of the world. The growth momentum of e-commerce is not expected to slow down so quickly: marketplaces are becoming more specialized, pure-players are emerging and sales on social networks are accelerating. This list shows the main stocks to take advantage of the trend towards digital commerce: the e-commerce giants, pure-players who are leaders in their niche and players in logistics, home delivery and online payment.
Our selection
 | Industrials | Integrated Logistics Operators | 5.38B | +17.93% | |
| Industrials | Other Air Freight & Logistics | 87.08B | -0.42% | |
| Industrials | Integrated Logistics Operators | 31.64B | +26.89% | |
| Consumer Cyclical | Other Entertainment Production | 12.02B | -22.95% | |
| Industrials | Other Marine Freight & Logistics | 50.84B | +53.35% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 6.57B | -10.34% | |
| Industrials | Other Air Freight & Logistics | 3.79B | -3.67% | |
| Industrials | Other Air Freight & Logistics | 6.21B | -4.95% | |
| Industrials | Other Air Freight & Logistics | 71.34B | +19.32% | |
| Industrials | Other Heavy Machinery & Vehicles | 4.57B | +24.60% | |
| Technology | Other Internet Services | 5.97B | -12.94% | |
| Technology | Enterprise Software | 249B | -10.46% | |
| Industrials | Other Marine Freight & Logistics | 18.82B | +48.25% | |
| Technology | Other Internet Services | 4.97B | -3.50% | |
| - | - | 76.35B | - | |
| Industrials | Integrated Logistics Operators | 1.37B | -17.91% | |
| Industrials | Other Heavy Machinery & Vehicles | 6.27B | -39.03% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 36.41B | -6.27% | |
| Technology | Other Internet Services | 5.23B | -14.80% | |
| Financials | Life Insurance | 43.73B | +53.50% | |
| Industrials | Other Business Support Services | 1.78B | -29.87% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 26.08B | +22.18% | |
| Technology | Enterprise Software | 424B | -26.55% | |
| Technology | E-commerce & Auction Services | 48.07B | +25.34% | |
| Technology | E-commerce & Auction Services | 6.69B | -30.75% | |
| Industrials | Other Air Freight & Logistics | 25.21B | +26.86% | |
| Consumer Cyclical | Gift, Novelty & Souvenir Stores | 1.04B | +26.90% | |
| Industrials | Other Ground Freight & Logistics | 9.25B | +24.33% | |
| Industrials | Other Air Freight & Logistics | 72.96B | +4.45% | |
| Industrials | Other Air Freight & Logistics | 285M | -40.64% | |
| Technology | Other Computer Hardware | 20.99B | +73.40% | |
| Technology | Search Engines | 22.65B | -16.91% | |
| Consumer Cyclical | Travel Agents | 129B | -19.99% | |
| Technology | E-commerce & Auction Services | 272B | -26.82% | |
| Industrials | Integrated Logistics Operators | 46.28B | -22.54% | |
| Consumer Cyclical | Travel Agents | 35.18B | +1.29% | |
| Consumer Cyclical | Travel Agents | 24.72B | -43.78% | |
| Industrials | Transaction & Payment Services | 46.03B | -9.71% | |
| Technology | Other Internet Services | 11.2B | -44.26% | |
| Industrials | Integrated Logistics Operators | 1.05B | -24.95% | |
| Technology | Other Internet Services | 10.32B | -28.76% | |
| Consumer Non-Cyclical | Other Drug Retailers | 1.24B | -17.05% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 14.2B | +2.82% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,680B | +6.56% | |
| Technology | E-commerce & Auction Services | 111B | -30.54% | |
| Industrials | Commercial Equipment | 5.42B | +30.31% | |
| Technology | Financial Technology (Fintech) (NEC) | 24.32B | -3.83% | |
| Consumer Cyclical | Used Car Dealers | 48.16B | -22.52% | |
| Technology | Other Internet Services | 99.24B | +23.42% | |
| Financials | Other Consumer Lending | 376M | -49.93% | |
| Technology | Enterprise Software | 6.83B | -8.21% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 303M | -29.13% | |
| Technology | E-commerce & Auction Services | 167B | -19.26% | |
| Technology | Other Internet Services | 146B | -13.14% | |
| Consumer Cyclical | Pet & Pet Supplies Retailers | 8.52B | -36.73% | |
| Consumer Cyclical | Travel Agents | 912M | -9.89% | |
| Technology | Other IT Services & Consulting | 12.22B | +22.34% | |
| Technology | Enterprise Software | 2.95B | -9.48% | |
| Technology | Other Electronic Equipment & Parts | 16.21B | +40.51% | |
| Technology | Other IT Services & Consulting | 12.97B | -20.14% | |
| Technology | Other Software | 62.87B | -18.87% | |
| Technology | E-commerce & Auction Services | 92.72B | -8.67% | |
| Technology | Other Internet Services | 159M | +3.76% | |
| Technology | Other Internet Services | 12.79B | -54.85% | |
| Technology | Other Software | 297M | -16.75% | |
| Technology | Cloud Computing Services | 117B | +64.67% | |
| Technology | E-commerce & Auction Services | 58.81B | -29.62% | |
| Industrials | Other Ground Freight & Logistics | 919M | +46.52% | |
| Industrials | Freight Logistics | 2.41B | -22.14% | |
| Industrials | Taxi & Limousine | 15.87B | -31.44% | |
| Industrials | Other Ground Freight & Logistics | 20.87B | +28.33% | |
| Consumer Non-Cyclical | Other Drug Retailers | 618M | +72.61% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 6.79B | - | |
| Technology | Other Internet Services | 6.05B | -15.23% | |
| Technology | E-commerce & Auction Services | 323M | -38.83% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 512M | +5.38% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 668M | +49.56% | |
| Technology | Other Internet Services | 3.46B | -22.61% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 372M | -67.91% | |
| Technology | E-commerce & Auction Services | 326M | -54.66% | |
| Consumer Cyclical | Travel Agents | 1.06B | -38.60% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2.32B | -9.92% | |
| Financials | Insurance Brokers | 28.5M | -81.37% | |
| Technology | Other Internet Services | 12.89B | +61.53% | |
| Consumer Cyclical | Internet & Mail Order Discount Stores | 762M | +9.77% | |
| Technology | Other Internet Services | 202M | -59.09% | |
| Industrials | Data Processing Services | 56.84B | +150.13% | |
| Technology | E-commerce & Auction Services | 278M | -48.89% | |
| Consumer Cyclical | Other Home Furnishings | 12.41M | -85.34% | |
| Consumer Cyclical | Optical Goods Stores | 44.36M | -9.96% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 454M | -56.15% | |
| Technology | Other Internet Services | 911M | -42.67% | |
| Consumer Non-Cyclical | Retail - Drugs without Grocery | 34.1M | -50.00% | |
| Consumer Cyclical | Used Car Dealers | 244M | -67.95% | |
| Technology | Other Internet Services | 180M | -74.14% | |
| - | - | 668M | - | |
| - | - | 796M | - | |
| Industrials | Testing & Measuring Equipment | 52.02M | -15.25% | |
| Technology | Other Software | 7.26M | -60.38% | |
| Industrials | Air Freight | 346M | -2.12% | |
News of the components
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Ratings ESG MSCI
- Stock Market
- Investment Themes
- E-Commerce & Logistics
