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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 | 5.18B | +10.56% | |
| Industrials | Other Air Freight & Logistics | 89.36B | +5.99% | |
| Industrials | Integrated Logistics Operators | 27.71B | +6.28% | |
| Consumer Cyclical | Other Entertainment Production | 17.72B | +12.43% | |
| Industrials | Other Air Freight & Logistics | 3.73B | -7.07% | |
| Industrials | Other Air Freight & Logistics | 5.38B | -15.88% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 6.31B | -11.97% | |
| Industrials | Other Air Freight & Logistics | 67.73B | +11.11% | |
| Technology | Other Internet Services | 6.32B | -11.48% | |
| Industrials | Other Heavy Machinery & Vehicles | 4.19B | +10.76% | |
| Technology | Other Internet Services | 4.26B | -19.75% | |
| Industrials | Other Marine Freight & Logistics | 13.47B | +3.78% | |
| Financials | Life Insurance | 37.48B | +35.35% | |
| - | - | 79.93B | - | |
| Technology | Enterprise Software | 191B | -34.39% | |
| Technology | Enterprise Software | 528B | -5.84% | |
| Industrials | Integrated Logistics Operators | 1.37B | -17.07% | |
| Industrials | Other Air Freight & Logistics | 77.77B | +12.83% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 37.69B | -2.75% | |
| Technology | Other Internet Services | 5.18B | -19.53% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 26.04B | +23.83% | |
| Industrials | Other Heavy Machinery & Vehicles | 6.34B | -39.00% | |
| Industrials | Other Air Freight & Logistics | 381M | -20.78% | |
| Industrials | Other Business Support Services | 1.55B | -38.86% | |
| Technology | E-commerce & Auction Services | 6.42B | -24.42% | |
| Technology | E-commerce & Auction Services | 47.9B | +23.87% | |
| Industrials | Other Air Freight & Logistics | 21.01B | +7.78% | |
| Consumer Cyclical | Gift, Novelty & Souvenir Stores | 885M | +5.42% | |
| Industrials | Other Ground Freight & Logistics | 10.3B | +39.04% | |
| Technology | Other Computer Hardware | 22.82B | +88.92% | |
| Consumer Cyclical | Travel Agents | 133B | -19.88% | |
| Technology | Search Engines | 24.05B | +0.41% | |
| Technology | E-commerce & Auction Services | 245B | -26.70% | |
| Industrials | Integrated Logistics Operators | 57.95B | -6.50% | |
| Technology | Other Internet Services | 83.41B | +3.55% | |
| Consumer Cyclical | Travel Agents | 29.42B | -35.02% | |
| Consumer Cyclical | Travel Agents | 28.74B | -15.47% | |
| Technology | Other Internet Services | 11.76B | -32.53% | |
| Industrials | Transaction & Payment Services | 37.12B | -27.92% | |
| Industrials | Integrated Logistics Operators | 1.12B | -10.47% | |
| Industrials | Other Marine Freight & Logistics | 34.86B | +3.31% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 10.77B | -18.74% | |
| Consumer Non-Cyclical | Other Drug Retailers | 1.5B | +1.31% | |
| Technology | Other Internet Services | 475M | -32.36% | |
| Technology | Other Internet Services | 10.21B | -25.28% | |
| Technology | Other Software | 225M | -33.74% | |
| Financials | Other Consumer Lending | 500M | -32.53% | |
| Technology | Enterprise Software | 1.94B | -40.72% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,555B | +2.89% | |
| Consumer Cyclical | Pet & Pet Supplies Retailers | 7.28B | -46.23% | |
| Consumer Cyclical | Used Car Dealers | 45.03B | -25.52% | |
| Technology | Enterprise Software | 6.07B | -17.63% | |
| Technology | Financial Technology (Fintech) (NEC) | 23.69B | -4.97% | |
| Industrials | Commercial Equipment | 4.29B | +1.78% | |
| Technology | E-commerce & Auction Services | 114B | -29.57% | |
| Technology | E-commerce & Auction Services | 418M | +3.66% | |
| Consumer Cyclical | Travel Agents | 1.05B | -1.44% | |
| Industrials | Diversified Industrial Goods Wholesale | 159M | +3.01% | |
| Technology | Other IT Services & Consulting | 7.82B | -23.78% | |
| Technology | Other Internet Services | 1.76B | -59.52% | |
| Technology | Other Internet Services | 144B | -13.22% | |
| Technology | E-commerce & Auction Services | 318M | -33.93% | |
| Technology | E-commerce & Auction Services | 82.73B | -18.99% | |
| Technology | Other IT Services & Consulting | 10.08B | -38.66% | |
| Technology | Other Software | 55.64B | -28.79% | |
| Technology | E-commerce & Auction Services | 141B | -32.85% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 6.91B | - | |
| Industrials | Freight Logistics | 2.61B | -18.13% | |
| Technology | E-commerce & Auction Services | 346M | -51.32% | |
| Technology | Other Internet Services | 12.44B | -54.70% | |
| Technology | Other Internet Services | 6.79B | -4.38% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 362M | -19.01% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 518M | +1.59% | |
| Technology | E-commerce & Auction Services | 58.63B | -30.49% | |
| Technology | Mobile Application Software | 16.09B | -32.39% | |
| Industrials | Other Ground Freight & Logistics | 664M | -0.53% | |
| Industrials | Other Ground Freight & Logistics | 23.69B | +48.47% | |
| Consumer Non-Cyclical | Other Drug Retailers | 521M | +42.52% | |
| Technology | Other Electronic Equipment & Parts | 11.1B | -4.05% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 488M | -58.33% | |
| Technology | Cloud Computing Services | 80.19B | +15.07% | |
| Consumer Cyclical | Travel Agents | 1.47B | -13.39% | |
| Consumer Cyclical | Internet & Mail Order Discount Stores | 629M | -5.96% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2.11B | -24.27% | |
| Technology | Other Internet Services | 13.34B | +64.35% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 694M | -33.74% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 440M | -4.23% | |
| Consumer Cyclical | Other Home Furnishings | 44.94M | -40.19% | |
| Technology | Other Internet Services | 206M | -60.56% | |
| Financials | Insurance Brokers | 52.37M | -64.13% | |
| Industrials | Data Processing Services | 71.93B | +235.60% | |
| Consumer Cyclical | Optical Goods Stores | 44.14M | -6.37% | |
| Technology | Other Internet Services | 847M | -45.24% | |
| Consumer Non-Cyclical | Retail - Drugs without Grocery | 37.85M | -43.75% | |
| Technology | Other IT Services & Consulting | 24.96M | -47.03% | |
| Industrials | Air Freight | 345M | -3.25% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 1.56M | -98.40% | |
| Consumer Cyclical | Used Car Dealers | 400M | -45.99% | |
| - | - | 426M | - | |
| Industrials | Testing & Measuring Equipment | 44.4M | -18.01% | |
News of the components
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