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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 | 5.42B | +17.13% | |
| Industrials | Other Air Freight & Logistics | 87.03B | +3.13% | |
| Industrials | Integrated Logistics Operators | 31B | +23.39% | |
| Consumer Cyclical | Other Entertainment Production | 12.49B | -20.23% | |
| Industrials | Other Marine Freight & Logistics | 49.37B | +54.44% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 6.46B | -12.70% | |
| Industrials | Other Air Freight & Logistics | 4.04B | -0.83% | |
| Industrials | Other Air Freight & Logistics | 70.73B | +17.61% | |
| Industrials | Other Air Freight & Logistics | 6.23B | -0.41% | |
| Industrials | Other Heavy Machinery & Vehicles | 4.62B | +24.29% | |
| Technology | Other Internet Services | 6.13B | -11.31% | |
| Technology | Enterprise Software | 249B | -10.88% | |
| Industrials | Other Marine Freight & Logistics | 18.51B | +46.04% | |
| Technology | Other Internet Services | 4.91B | -5.50% | |
| - | - | 77.2B | - | |
| Industrials | Integrated Logistics Operators | 1.35B | -18.48% | |
| Industrials | Other Heavy Machinery & Vehicles | 6.9B | -33.63% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 37.98B | -1.53% | |
| Technology | Other Internet Services | 5.35B | -13.88% | |
| Financials | Life Insurance | 44.02B | +50.92% | |
| Industrials | Other Business Support Services | 1.96B | -22.66% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 26.79B | +27.34% | |
| Technology | E-commerce & Auction Services | 46.02B | +18.73% | |
| Technology | Enterprise Software | 457B | -18.54% | |
| Technology | E-commerce & Auction Services | 7.3B | -25.38% | |
| Industrials | Other Air Freight & Logistics | 24.54B | +26.70% | |
| Consumer Cyclical | Gift, Novelty & Souvenir Stores | 1.09B | +34.48% | |
| Industrials | Other Ground Freight & Logistics | 9.53B | +29.81% | |
| Industrials | Other Air Freight & Logistics | 76.33B | +11.65% | |
| Industrials | Other Air Freight & Logistics | 301M | -36.72% | |
| Technology | Other Computer Hardware | 21B | +74.83% | |
| Technology | Search Engines | 23.75B | -11.96% | |
| Consumer Cyclical | Travel Agents | 145B | -9.77% | |
| Technology | E-commerce & Auction Services | 274B | -22.75% | |
| Industrials | Integrated Logistics Operators | 49.05B | -18.17% | |
| Technology | Other Internet Services | 107B | +34.06% | |
| Consumer Cyclical | Travel Agents | 35.77B | +5.20% | |
| Consumer Cyclical | Travel Agents | 25.84B | -42.94% | |
| Industrials | Transaction & Payment Services | 47.02B | -5.86% | |
| Technology | Other Internet Services | 11.89B | -39.77% | |
| Industrials | Integrated Logistics Operators | 1.09B | -22.41% | |
| Technology | Other Internet Services | 10.55B | -26.08% | |
| Consumer Non-Cyclical | Other Drug Retailers | 1.42B | -8.53% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 13.62B | -0.98% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,788B | +12.00% | |
| Technology | Financial Technology (Fintech) (NEC) | 24.41B | -2.79% | |
| Consumer Cyclical | Used Car Dealers | 53.7B | -11.63% | |
| Technology | E-commerce & Auction Services | 117B | -27.50% | |
| Industrials | Commercial Equipment | 5.83B | +36.41% | |
| Financials | Other Consumer Lending | 398M | -46.60% | |
| Technology | Enterprise Software | 6.75B | -9.37% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 323M | -24.66% | |
| Technology | Other Internet Services | 155B | -7.28% | |
| Consumer Cyclical | Travel Agents | 892M | -12.93% | |
| Technology | Other IT Services & Consulting | 12.46B | +23.35% | |
| Consumer Cyclical | Pet & Pet Supplies Retailers | 9.69B | -28.41% | |
| Technology | Enterprise Software | 2.99B | -6.88% | |
| Technology | Other Electronic Equipment & Parts | 17.16B | +49.39% | |
| Technology | E-commerce & Auction Services | 187B | -9.87% | |
| Technology | Other IT Services & Consulting | 12.83B | -18.35% | |
| Technology | Other Software | 68.65B | -12.13% | |
| Technology | E-commerce & Auction Services | 100B | -1.78% | |
| Technology | Other Internet Services | 167M | +7.89% | |
| Technology | Other Internet Services | 12.52B | -54.03% | |
| Technology | E-commerce & Auction Services | 377M | -27.66% | |
| Technology | Other Software | 213M | -37.62% | |
| Industrials | Other Ground Freight & Logistics | 920M | +44.67% | |
| Industrials | Freight Logistics | 2.51B | -19.71% | |
| Technology | E-commerce & Auction Services | 64.35B | -22.41% | |
| Industrials | Other Ground Freight & Logistics | 22.61B | +42.08% | |
| Consumer Non-Cyclical | Other Drug Retailers | 673M | +81.34% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 7.02B | - | |
| Technology | Other Internet Services | 6.59B | -7.22% | |
| Industrials | Taxi & Limousine | 16.86B | -29.17% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 463M | -8.60% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 682M | +48.68% | |
| Technology | Other Internet Services | 3.19B | -26.64% | |
| Technology | Cloud Computing Services | 99.32B | +41.48% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 407M | -64.25% | |
| Technology | E-commerce & Auction Services | 333M | -53.19% | |
| Consumer Cyclical | Travel Agents | 1.09B | -35.95% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2.44B | -8.31% | |
| Technology | Other Internet Services | 12.87B | +60.52% | |
| Financials | Insurance Brokers | 31.69M | -78.49% | |
| Consumer Cyclical | Internet & Mail Order Discount Stores | 767M | +7.16% | |
| Technology | Other Internet Services | 199M | -62.10% | |
| Technology | E-commerce & Auction Services | 287M | -46.53% | |
| Consumer Cyclical | Other Home Furnishings | 16.59M | -77.93% | |
| Consumer Cyclical | Optical Goods Stores | 44.65M | -10.76% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 469M | -54.55% | |
| Industrials | Data Processing Services | 62.05B | +170.46% | |
| Technology | Other Internet Services | 908M | -41.63% | |
| Consumer Non-Cyclical | Retail - Drugs without Grocery | 38.1M | -43.44% | |
| Consumer Cyclical | Used Car Dealers | 255M | -65.58% | |
| Technology | Other Internet Services | 212M | -69.95% | |
| Technology | Other IT Services & Consulting | 38.25M | -19.90% | |
| Industrials | Air Freight | 347M | -2.50% | |
| - | - | 835M | - | |
| - | - | 593M | - | |
| Industrials | Testing & Measuring Equipment | 52.36M | -14.03% | |
News of the components
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