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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 | 5.36B | +20.72% | |
| Industrials | Other Air Freight & Logistics | 92.88B | +15.24% | |
| Industrials | Integrated Logistics Operators | 34.93B | +42.48% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 6.2B | -11.23% | |
| Consumer Cyclical | Other Entertainment Production | 11.84B | -19.77% | |
| Industrials | Other Air Freight & Logistics | 3.87B | -0.90% | |
| Industrials | Other Air Freight & Logistics | 6.74B | +2.68% | |
| Industrials | Other Air Freight & Logistics | 73.02B | +28.95% | |
| Industrials | Other Heavy Machinery & Vehicles | 3.49B | -0.04% | |
| Technology | Other Internet Services | 6.63B | +6.35% | |
| Technology | Enterprise Software | 267B | +2.86% | |
| Industrials | Other Marine Freight & Logistics | 18.77B | +46.91% | |
| Technology | Other Internet Services | 5.22B | +8.51% | |
| Industrials | Other Marine Freight & Logistics | 48.22B | +51.64% | |
| - | - | 74.58B | - | |
| Industrials | Integrated Logistics Operators | 1.27B | -20.94% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 36.17B | -3.38% | |
| Industrials | Other Heavy Machinery & Vehicles | 4.95B | -48.78% | |
| Technology | Other Internet Services | 5.72B | -2.66% | |
| Financials | Life Insurance | 40.52B | +44.29% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 29.88B | +51.23% | |
| Technology | Enterprise Software | 383B | -36.52% | |
| Technology | E-commerce & Auction Services | 52.07B | +43.69% | |
| Industrials | Other Air Freight & Logistics | 74.48B | +14.03% | |
| Technology | E-commerce & Auction Services | 7.22B | -22.16% | |
| Technology | Search Engines | 18.84B | -29.57% | |
| Consumer Cyclical | Gift, Novelty & Souvenir Stores | 1.14B | +42.36% | |
| Industrials | Other Ground Freight & Logistics | 10.77B | +47.93% | |
| Industrials | Other Air Freight & Logistics | 248M | -43.86% | |
| Consumer Cyclical | Travel Agents | 117B | -20.19% | |
| Industrials | Other Air Freight & Logistics | 26.56B | +32.67% | |
| Consumer Cyclical | Travel Agents | 26.06B | -40.63% | |
| Technology | E-commerce & Auction Services | 249B | -28.17% | |
| Industrials | Integrated Logistics Operators | 51.82B | -9.50% | |
| Technology | Other Computer Hardware | 18.19B | +53.36% | |
| Consumer Cyclical | Travel Agents | 34.3B | +11.50% | |
| Industrials | Transaction & Payment Services | 48.35B | +3.12% | |
| Technology | Other Internet Services | 9.48B | -51.58% | |
| Technology | Other Internet Services | 8.37B | -37.62% | |
| Industrials | Integrated Logistics Operators | 1.01B | -28.12% | |
| Consumer Non-Cyclical | Other Drug Retailers | 1.7B | +11.67% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 15.25B | +23.06% | |
| Industrials | Other Business Support Services | 1.77B | -25.61% | |
| Technology | E-commerce & Auction Services | 114B | -27.55% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,711B | +15.25% | |
| Industrials | Commercial Equipment | 5.33B | +24.72% | |
| Technology | E-commerce & Auction Services | 183B | -4.93% | |
| Technology | Financial Technology (Fintech) (NEC) | 24.28B | +1.56% | |
| Consumer Cyclical | Used Car Dealers | 51.52B | -8.11% | |
| Financials | Other Consumer Lending | 405M | -27.76% | |
| Technology | Other Internet Services | 98.44B | +29.95% | |
| Technology | Enterprise Software | 7.81B | +9.81% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 282M | -29.82% | |
| Technology | Other Electronic Equipment & Parts | 15.59B | +36.91% | |
| Technology | Other Internet Services | 136B | -14.49% | |
| Technology | Other IT Services & Consulting | 14.81B | +50.26% | |
| Technology | Other Software | 47.02B | -37.14% | |
| Technology | E-commerce & Auction Services | 84.27B | -13.62% | |
| Technology | Cloud Computing Services | 97.43B | +35.22% | |
| Technology | E-commerce & Auction Services | 58.48B | -27.20% | |
| Technology | Other Internet Services | 187M | +30.08% | |
| Industrials | Freight Logistics | 2.73B | -9.00% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 7.75B | - | |
| Consumer Cyclical | Pet & Pet Supplies Retailers | 8.86B | -29.20% | |
| Technology | Other IT Services & Consulting | 13.76B | -4.64% | |
| Technology | Enterprise Software | 3.02B | -4.36% | |
| Consumer Cyclical | Travel Agents | 983M | -4.90% | |
| Technology | Other Internet Services | 12.6B | -51.55% | |
| Industrials | Taxi & Limousine | 13.57B | -32.20% | |
| Industrials | Other Ground Freight & Logistics | 1.06B | +71.86% | |
| Industrials | Other Ground Freight & Logistics | 22.27B | +38.37% | |
| Consumer Non-Cyclical | Other Drug Retailers | 979M | +172.94% | |
| Technology | Other Internet Services | 6.82B | +8.33% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 161M | -68.68% | |
| Technology | Other Software | 273M | -16.26% | |
| Technology | Other Internet Services | 3.13B | -22.49% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 567M | +11.83% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 668M | +48.85% | |
| Consumer Cyclical | Internet & Mail Order Discount Stores | 630M | -1.70% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 474M | -58.11% | |
| Technology | Other Internet Services | 12.65B | +62.85% | |
| Technology | E-commerce & Auction Services | 297M | -55.92% | |
| Consumer Cyclical | Travel Agents | 1.11B | -29.95% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 3.62B | +42.37% | |
| Financials | Insurance Brokers | 18.59M | -86.20% | |
| Industrials | Data Processing Services | 41.56B | +69.07% | |
| Technology | E-commerce & Auction Services | 296M | -46.00% | |
| Consumer Cyclical | Other Home Furnishings | 10.97M | -83.78% | |
| Consumer Cyclical | Optical Goods Stores | 39.17M | -24.46% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 445M | -51.43% | |
| Technology | Other Internet Services | 229M | -47.10% | |
| Technology | Other Internet Services | 643M | -56.53% | |
| Consumer Non-Cyclical | Retail - Drugs without Grocery | 25.26M | -61.25% | |
| Consumer Cyclical | Used Car Dealers | 195M | -70.99% | |
| Technology | Other Internet Services | 151M | -77.17% | |
| - | - | 705M | - | |
| Industrials | Air Freight | 333M | -2.88% | |
| Industrials | Testing & Measuring Equipment | 48.86M | -19.55% | |
| Technology | Other Software | 8.46M | -50.58% | |
News of the components
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