To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.
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 | 5.61B | +21.85% | |
| Industrials | Other Air Freight & Logistics | 88.91B | +5.35% | |
| Industrials | Integrated Logistics Operators | 29.34B | +16.53% | |
| Consumer Cyclical | Other Entertainment Production | 12.3B | -21.03% | |
| Industrials | Other Air Freight & Logistics | 4.11B | +1.03% | |
| Industrials | Other Air Freight & Logistics | 6.09B | -7.73% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 6.42B | -11.00% | |
| Industrials | Other Air Freight & Logistics | 70.82B | +18.38% | |
| Technology | Other Internet Services | 5.96B | -13.29% | |
| Industrials | Other Heavy Machinery & Vehicles | 4.58B | +23.99% | |
| Industrials | Other Marine Freight & Logistics | 15.65B | +20.42% | |
| - | - | 83.73B | - | |
| Technology | Enterprise Software | 237B | -14.59% | |
| Technology | Other Internet Services | 4.72B | -8.97% | |
| Industrials | Integrated Logistics Operators | 1.31B | -19.82% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 44.53B | +14.88% | |
| Technology | Other Internet Services | 5.5B | -11.15% | |
| Financials | Life Insurance | 41.85B | +46.26% | |
| Industrials | Other Business Support Services | 1.57B | -38.14% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 29.65B | +40.98% | |
| Technology | E-commerce & Auction Services | 49.83B | +28.56% | |
| Technology | Enterprise Software | 423B | -24.57% | |
| Industrials | Other Heavy Machinery & Vehicles | 6.18B | -40.29% | |
| Industrials | Other Air Freight & Logistics | 315M | -33.40% | |
| Technology | E-commerce & Auction Services | 7.53B | -11.36% | |
| Industrials | Other Air Freight & Logistics | 23.23B | +19.93% | |
| Consumer Cyclical | Gift, Novelty & Souvenir Stores | 1.14B | +40.59% | |
| Industrials | Other Ground Freight & Logistics | 10.05B | +36.99% | |
| Industrials | Other Air Freight & Logistics | 75.37B | +10.29% | |
| Technology | Other Computer Hardware | 20.18B | +68.02% | |
| Consumer Cyclical | Travel Agents | 161B | +0.10% | |
| Technology | Search Engines | 22.29B | -13.40% | |
| Technology | E-commerce & Auction Services | 293B | -12.40% | |
| Industrials | Integrated Logistics Operators | 49.79B | -16.47% | |
| Technology | Other Internet Services | 105B | +31.20% | |
| Consumer Cyclical | Travel Agents | 37.29B | +9.66% | |
| Consumer Cyclical | Travel Agents | 29.05B | -35.84% | |
| Industrials | Other Marine Freight & Logistics | 37.47B | +16.87% | |
| Technology | Other Internet Services | 12.47B | -33.61% | |
| Industrials | Transaction & Payment Services | 50.53B | +1.18% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 14.6B | +6.16% | |
| Industrials | Integrated Logistics Operators | 1.12B | -16.49% | |
| Consumer Non-Cyclical | Other Drug Retailers | 1.5B | -3.46% | |
| Technology | Other Internet Services | 13.06B | +63.73% | |
| Technology | Other Internet Services | 12.26B | -11.70% | |
| Technology | Other Software | 184M | -46.12% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,961B | +18.92% | |
| Financials | Other Consumer Lending | 451M | -39.48% | |
| Technology | Enterprise Software | 6.82B | -7.75% | |
| Consumer Cyclical | Used Car Dealers | 51.01B | -16.06% | |
| Technology | Financial Technology (Fintech) (NEC) | 25.2B | +1.10% | |
| Technology | E-commerce & Auction Services | 131B | -19.08% | |
| Industrials | Commercial Equipment | 4.45B | +6.35% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 403M | -9.64% | |
| Industrials | Diversified Industrial Goods Wholesale | 172M | +11.28% | |
| Consumer Cyclical | Travel Agents | 1.18B | +15.15% | |
| Technology | Enterprise Software | 2.64B | -17.67% | |
| Technology | Other IT Services & Consulting | 11.38B | +12.65% | |
| Technology | Other Internet Services | 153B | -8.19% | |
| Consumer Cyclical | Pet & Pet Supplies Retailers | 9.63B | -28.80% | |
| Technology | E-commerce & Auction Services | 92.3B | -9.61% | |
| Technology | Other IT Services & Consulting | 11.53B | -26.60% | |
| Technology | Other Software | 69.47B | -11.08% | |
| Technology | E-commerce & Auction Services | 195B | -5.84% | |
| Industrials | Other Ground Freight & Logistics | 897M | +39.65% | |
| Industrials | Freight Logistics | 2.63B | -15.45% | |
| Industrials | Other Ground Freight & Logistics | 23.72B | +49.05% | |
| Consumer Non-Cyclical | Other Drug Retailers | 593M | +59.50% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 7.85B | - | |
| Technology | Other Internet Services | 6.86B | -2.88% | |
| Technology | Other Internet Services | 12.25B | -55.03% | |
| Technology | E-commerce & Auction Services | 442M | -15.02% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 473M | -6.45% | |
| Technology | Mobile Application Software | 15.87B | -33.33% | |
| Technology | Other Internet Services | 2.52B | -42.05% | |
| Technology | Other Electronic Equipment & Parts | 17.81B | +55.05% | |
| Technology | E-commerce & Auction Services | 72.53B | -10.75% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 498M | -55.77% | |
| Technology | Cloud Computing Services | 107B | +52.31% | |
| Consumer Cyclical | Travel Agents | 1.26B | -25.96% | |
| Technology | E-commerce & Auction Services | 339M | -52.33% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2.41B | -8.98% | |
| Consumer Cyclical | Internet & Mail Order Discount Stores | 951M | +42.14% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 637M | +39.15% | |
| Consumer Cyclical | Other Home Furnishings | 41.7M | -44.50% | |
| Technology | Other Internet Services | 196M | -62.57% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 560M | -45.39% | |
| Technology | E-commerce & Auction Services | 304M | -41.29% | |
| Consumer Cyclical | Optical Goods Stores | 47.4M | -4.78% | |
| Financials | Insurance Brokers | 43.49M | -70.22% | |
| Technology | Other Internet Services | 767M | -50.44% | |
| Industrials | Data Processing Services | 48.13B | +124.56% | |
| Consumer Non-Cyclical | Retail - Drugs without Grocery | 41.63M | -38.12% | |
| Consumer Cyclical | Used Car Dealers | 282M | -62.02% | |
| Technology | Other IT Services & Consulting | 31.9M | -32.30% | |
| Technology | Other Internet Services | 219M | -68.80% | |
| Industrials | Air Freight | 344M | -1.25% | |
| - | - | 240K | - | |
| - | - | 460M | - | |
| Industrials | Testing & Measuring Equipment | 45.58M | -21.67% | |
News of the components
| ░░░░ | ░░░░░░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░ ░░░ ░░░░░░ ░░░░░░░ ░░░ ░░░ ░░░░░░ ░░░░░ ░░░░ ░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░░░ ░░ ░░░░░░░░░░░ ░░░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░░░░░░░░░░ ░░░░ ░░░░░░ ░░░░ ░░░░ ░░░░ ░░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░░ ░░ ░░░░░░ ░░░░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░░░░░░░░░░ ░░░░ ░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░ ░░░ ░░░░░░ ░░░░░░░ ░░░ ░░░ ░░░░░░ ░░░░░ ░░░░ ░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░ ░░░░░░ ░░ ░░░░░░░░░ ░░░ ░░░░ ░░░░░░░░░░░ ░░░░░░░░ ░░░ ░░░░░ ░░░░░░ ░░░░░░░ ░ ░░░░░░░ ░░░░░ ░░░░░ ░░░░ ░░ ░░░░ ░░░░░ ░ ░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░ ░░░░░░ ░░░ ░░░░░░░ ░░░░░░ ░░░░ ░░░░░░░ ░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░░ ░░░░ ░░░ ░░░░░ ░░░░░░░░ ░░░░░░░░░ ░░ ░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░ ░░ ░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░ ░ ░░ ░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░ ░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░ ░░░░░░░░░░ ░░░░░ ░░░ ░░░░░░ ░░░░░ ░░░░ ░░░ ░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░░░░ ░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░ ░░░░░░░ ░░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░░ | ░░ |
Heatmap
Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Themes
- E-Commerce & Logistics
