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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 | 5.16B | +13.41% | |
| Industrials | Other Air Freight & Logistics | 98.46B | +15.06% | |
| Consumer Cyclical | Other Entertainment Production | 12.58B | -18.15% | |
| Industrials | Integrated Logistics Operators | 30.37B | +19.36% | |
| Technology | Other Internet Services | 271M | -71.73% | |
| Industrials | Other Air Freight & Logistics | 3.75B | -7.10% | |
| Industrials | Other Air Freight & Logistics | 5.67B | -7.22% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 6.14B | -13.28% | |
| Industrials | Other Air Freight & Logistics | 72.14B | +20.56% | |
| Technology | Other Internet Services | 5.46B | -21.74% | |
| Industrials | Other Heavy Machinery & Vehicles | 4.36B | +15.41% | |
| - | - | 78.8B | - | |
| Technology | Enterprise Software | 176B | -38.41% | |
| Technology | Other Internet Services | 4.32B | -16.97% | |
| Industrials | Other Marine Freight & Logistics | 14.39B | +14.55% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 40.72B | +4.77% | |
| Industrials | Integrated Logistics Operators | 1.37B | -15.51% | |
| Technology | Other Internet Services | 5.18B | -17.72% | |
| Financials | Life Insurance | 41.13B | +49.08% | |
| Industrials | Other Business Support Services | 1.46B | -46.78% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 26.18B | +21.34% | |
| Technology | Enterprise Software | 362B | -38.25% | |
| Industrials | Other Heavy Machinery & Vehicles | 6.17B | -41.52% | |
| Industrials | Other Air Freight & Logistics | 356M | -25.38% | |
| Technology | E-commerce & Auction Services | 7.05B | -19.05% | |
| Technology | E-commerce & Auction Services | 49.26B | +25.60% | |
| Industrials | Other Air Freight & Logistics | 23.21B | +18.05% | |
| Consumer Cyclical | Gift, Novelty & Souvenir Stores | 1.06B | +28.08% | |
| Industrials | Other Ground Freight & Logistics | 10.69B | +38.15% | |
| Industrials | Other Air Freight & Logistics | 75.95B | +9.14% | |
| Technology | Other Computer Hardware | 20.2B | +67.02% | |
| Consumer Cyclical | Travel Agents | 138B | -19.39% | |
| Technology | Search Engines | 19.95B | -9.28% | |
| Technology | E-commerce & Auction Services | 266B | -22.57% | |
| Industrials | Integrated Logistics Operators | 52.26B | -12.76% | |
| Technology | Other Internet Services | 83.12B | +1.12% | |
| Consumer Cyclical | Travel Agents | 26.81B | -40.35% | |
| Technology | Other Internet Services | 10.59B | -38.19% | |
| Consumer Cyclical | Travel Agents | 31.34B | -10.09% | |
| Industrials | Other Marine Freight & Logistics | 36.72B | +16.87% | |
| Industrials | Transaction & Payment Services | 48.97B | -4.52% | |
| Industrials | Integrated Logistics Operators | 974M | -18.92% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 11.13B | -19.55% | |
| Consumer Non-Cyclical | Other Drug Retailers | 1.56B | +1.00% | |
| Technology | Other Internet Services | 13.28B | +68.40% | |
| Technology | Other Internet Services | 10.57B | -20.56% | |
| Technology | Other Software | 224M | -36.89% | |
| Financials | Other Consumer Lending | 578M | -25.56% | |
| Technology | Enterprise Software | 2.21B | -33.88% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,634B | +1.52% | |
| Consumer Cyclical | Used Car Dealers | 44.95B | -28.43% | |
| Technology | Enterprise Software | 5.84B | -22.66% | |
| Technology | Financial Technology (Fintech) (NEC) | 24.75B | -3.53% | |
| Industrials | Commercial Equipment | 4.12B | -3.98% | |
| Technology | E-commerce & Auction Services | 119B | -27.05% | |
| Consumer Cyclical | Pet & Pet Supplies Retailers | 8.81B | -37.58% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 370M | -22.18% | |
| Industrials | Diversified Industrial Goods Wholesale | 144M | -7.71% | |
| Consumer Cyclical | Travel Agents | 1.01B | -2.99% | |
| Technology | Other IT Services & Consulting | 8.82B | -14.66% | |
| Technology | Other Internet Services | 143B | -15.67% | |
| Technology | Other IT Services & Consulting | 11.84B | -29.25% | |
| Technology | Other Software | 64.24B | -21.27% | |
| Technology | E-commerce & Auction Services | 418M | -10.16% | |
| Technology | Other Internet Services | 2.04B | -52.69% | |
| Technology | E-commerce & Auction Services | 91.21B | -10.88% | |
| Technology | E-commerce & Auction Services | 154B | -30.10% | |
| Industrials | Other Ground Freight & Logistics | 804M | +24.60% | |
| Industrials | Freight Logistics | 2.63B | -12.53% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 7.64B | - | |
| Consumer Non-Cyclical | Other Drug Retailers | 637M | +71.76% | |
| Technology | Other Internet Services | 11.31B | -59.95% | |
| Technology | Other Internet Services | 7.76B | +6.83% | |
| Technology | Mobile Application Software | 15.78B | -34.47% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 501M | +1.08% | |
| Industrials | Other Ground Freight & Logistics | 25.08B | +57.48% | |
| Technology | E-commerce & Auction Services | 377M | -47.42% | |
| Technology | Other Electronic Equipment & Parts | 12.52B | +5.67% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 404M | -63.67% | |
| Technology | E-commerce & Auction Services | 65.86B | -15.49% | |
| Technology | Cloud Computing Services | 95.47B | +33.86% | |
| Consumer Cyclical | Travel Agents | 1.61B | -7.86% | |
| Consumer Cyclical | Other Home Furnishings | 29.69M | -61.01% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2.18B | -22.97% | |
| Consumer Cyclical | Internet & Mail Order Discount Stores | 1.06B | +43.95% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 556M | +22.05% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 585M | -43.39% | |
| Technology | Other Internet Services | 234M | -58.16% | |
| Technology | E-commerce & Auction Services | 256M | -42.22% | |
| Consumer Cyclical | Optical Goods Stores | 44.64M | -10.76% | |
| Financials | Insurance Brokers | 44.75M | -70.33% | |
| Industrials | Data Processing Services | 55.86B | +164.72% | |
| Technology | Other Internet Services | 744M | -52.64% | |
| Consumer Non-Cyclical | Retail - Drugs without Grocery | 41.21M | -35.94% | |
| Consumer Cyclical | Used Car Dealers | 337M | -54.90% | |
| Technology | Other IT Services & Consulting | 18.39M | -60.59% | |
| Industrials | Air Freight | 343M | -0.75% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 469K | -99.56% | |
| - | - | 428M | - | |
| Industrials | Testing & Measuring Equipment | 42.77M | -22.17% | |
News of the components
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