Investment Themes

E-Commerce & Logistics

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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
4.28B -4.52%
Industrials
Other Marine Freight & Logistics
29.54B +5.12%
Industrials
Integrated Logistics Operators
25.69B -17.11%
Consumer Cyclical
Other Entertainment Production
17.39B -10.44%
Industrials
Other Air Freight & Logistics
86.7B -18.81%
Industrials
Other Air Freight & Logistics
3.98B -10.20%
Consumer Cyclical
Other Apparel & Accessories Retailers
9.2B -6.02%
Industrials
Other Air Freight & Logistics
52.6B +17.33%
Industrials
Other Air Freight & Logistics
4.76B +11.72%
Technology
Other Internet Services
697M -34.86%
Industrials
Other Heavy Machinery & Vehicles
3.93B +5.23%
Technology
Other Internet Services
9.96B +38.90%
- - 85.56B -
Technology
Enterprise Software
361B +12.15%
Technology
Other Internet Services
8.15B +20.72%
Industrials
Other Marine Freight & Logistics
14.94B -1.88%
Industrials
Other Heavy Machinery & Vehicles
8.2B +67.14%
Financials
Life Insurance
26.84B -9.46%
Technology
Other Internet Services
9.62B +1.77%
Technology
Enterprise Software
659B +40.72%
Industrials
Other Air Freight & Logistics
57.19B -15.15%
Industrials
Integrated Logistics Operators
1.74B +9.88%
Industrials
Other Air Freight & Logistics
499M +7.87%
Consumer Cyclical
Other Home Furnishings Retailers
20.81B -8.62%
Technology
E-commerce & Auction Services
34.72B +21.60%
Industrials
Other Air Freight & Logistics
16.07B +5.91%
Industrials
Other Business Support Services
3.81B +39.82%
Consumer Cyclical
Internet & Mail Order Department Stores
47.14B -5.68%
Consumer Cyclical
Gift, Novelty & Souvenir Stores
952M +1.65%
Technology
E-commerce & Auction Services
7.7B +11.06%
Industrials
Other Ground Freight & Logistics
7.04B +8.50%
Technology
E-commerce & Auction Services
245B +27.36%
Consumer Cyclical
Travel Agents
186B +14.99%
Technology
Other Computer Hardware
11.64B +20.30%
Industrials
Integrated Logistics Operators
56.99B +1.70%
Consumer Cyclical
Other Home Furnishings Retailers
1.65B +63.44%
Technology
Search Engines
28.01B +29.71%
Technology
Other Internet Services
84.55B +4.25%
Industrials
Integrated Logistics Operators
1.3B +6.28%
Consumer Cyclical
Travel Agents
22.57B -4.71%
Consumer Cyclical
Internet & Mail Order Department Stores
7.07B +24.30%
Technology
Other Internet Services
19.37B +59.16%
Consumer Non-Cyclical
Retail - Drugs without Grocery
71.78M -27.80%
Technology
Other Internet Services
11.44B -8.81%
Technology
Enterprise Software
5.3B -24.10%
Technology
Other Internet Services
204B +61.60%
Consumer Cyclical
Used Car Dealers
46.71B +70.10%
Consumer Cyclical
Travel Agents
39.57B -11.83%
Technology
Other Software
88.28B +40.54%
Technology
E-commerce & Auction Services
126B +45.64%
Technology
Other Internet Services
8.59B -11.73%
Consumer Cyclical
Travel Agents
1.57B -35.32%
Consumer Cyclical
Pet & Pet Supplies Retailers
16.51B +19.44%
Consumer Cyclical
Internet & Mail Order Department Stores
2,329B -0.01%
Technology
Other Internet Services
9.04B -24.60%
Technology
E-commerce & Auction Services
95.04B -21.42%
Technology
E-commerce & Auction Services
151B +9.61%
Technology
E-commerce & Auction Services
822M +37.61%
Technology
Other Internet Services
780M -2.05%
Technology
Other Software
414M -15.52%
Consumer Non-Cyclical
Other Drug Retailers
400M -64.49%
Industrials
Transaction & Payment Services
72.97B -12.09%
Technology
Enterprise Software
8.77B -14.43%
Technology
E-commerce & Auction Services
997M -12.48%
Technology
Other Internet Services
152M -4.41%
Consumer Cyclical
Travel Agents
2.07B +18.42%
Industrials
Other Ground Freight & Logistics
701M -20.66%
Consumer Cyclical
Internet & Mail Order Department Stores
2.61B -22.23%
Industrials
Taxi & Limousine
23.05B +8.32%
Technology
Other IT Services & Consulting
12.31B -24.97%
Technology
Financial Technology (Fintech) (NEC)
21.85B +11.22%
Technology
E-commerce & Auction Services
146B +5.78%
Industrials
Freight Logistics
3.24B +13.04%
Technology
Cloud Computing Services
66.83B +79.06%
Consumer Cyclical
Optical Goods Stores
53.22M -12.46%
Consumer Non-Cyclical
Other Drug Retailers
2.22B -30.33%
Technology
Other Electronic Equipment & Parts
16.43B -16.35%
Technology
Other IT Services & Consulting
25.23B -10.30%
Technology
Other Internet Services
4.5B +47.52%
Technology
Other Internet Services
34.94B +15.70%
Technology
Other Software
25.66M -40.51%
Technology
Other Internet Services
8.22B -9.03%
Consumer Cyclical
Other Apparel & Accessories Retailers
346M -13.55%
Financials
Other Consumer Lending
519M -0.98%
Financials
Insurance Brokers
128M -55.21%
Consumer Cyclical
Internet & Mail Order Discount Stores
1.49B +207.57%
Consumer Cyclical
Other Home Furnishings
77.89M -7.73%
Industrials
Other Ground Freight & Logistics
15.58B +0.85%
Consumer Cyclical
Internet & Mail Order Department Stores
5.57B +1.08%
Industrials
Commercial Equipment
2.09B -41.58%
Technology
E-commerce & Auction Services
454M +66.73%
Consumer Non-Cyclical
Other Food Retail & Distribution
1.59B -26.28%
Technology
Other Internet Services
518M +10.73%
Consumer Cyclical
Other Apparel & Accessories Retailers
375M -40.99%
Consumer Cyclical
Internet & Mail Order Department Stores
503M -29.92%
Technology
Other IT Services & Consulting
102M -28.29%
Industrials
Data Processing Services
11.21B +70.04%
Industrials
Air Freight
361M -8.34%
Consumer Cyclical
Internet & Mail Order Department Stores
28.7M -82.42%
Consumer Cyclical
Used Car Dealers
757M -20.73%

News of the components

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Heatmap

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. E-Commerce & Logistics