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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 | 5.51B | +18.53% | |
| Industrials | Other Air Freight & Logistics | 87.34B | +3.50% | |
| Industrials | Integrated Logistics Operators | 31.2B | +24.85% | |
| Consumer Cyclical | Other Entertainment Production | 12.6B | -19.15% | |
| Industrials | Other Marine Freight & Logistics | 45.81B | +43.31% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 6.45B | -12.43% | |
| Industrials | Other Air Freight & Logistics | 3.92B | -3.86% | |
| Industrials | Other Air Freight & Logistics | 71.35B | +17.57% | |
| Industrials | Other Air Freight & Logistics | 6.39B | -2.27% | |
| Industrials | Other Heavy Machinery & Vehicles | 4.65B | +21.67% | |
| Technology | Other Internet Services | 6.28B | -10.78% | |
| Industrials | Other Marine Freight & Logistics | 17.88B | +39.76% | |
| Technology | Enterprise Software | 247B | -12.31% | |
| Technology | Other Internet Services | 4.99B | -5.70% | |
| - | - | 77.08B | - | |
| Industrials | Integrated Logistics Operators | 1.37B | -17.77% | |
| Industrials | Other Heavy Machinery & Vehicles | 6.51B | -37.76% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 37.5B | -2.79% | |
| Technology | Other Internet Services | 5.35B | -14.46% | |
| Financials | Life Insurance | 43.63B | +52.50% | |
| Industrials | Other Business Support Services | 1.97B | -22.37% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 26.16B | +24.37% | |
| Technology | E-commerce & Auction Services | 46.72B | +20.53% | |
| Technology | Enterprise Software | 407B | -27.49% | |
| Technology | E-commerce & Auction Services | 7.25B | -25.95% | |
| Industrials | Other Air Freight & Logistics | 24.4B | +25.96% | |
| Consumer Cyclical | Gift, Novelty & Souvenir Stores | 1.14B | +36.16% | |
| Industrials | Other Ground Freight & Logistics | 9.34B | +27.22% | |
| Industrials | Other Air Freight & Logistics | 76.89B | +12.47% | |
| Industrials | Other Air Freight & Logistics | 300M | -37.02% | |
| Technology | Other Computer Hardware | 20.1B | +67.34% | |
| Technology | Search Engines | 23.48B | -11.34% | |
| Consumer Cyclical | Travel Agents | 147B | -8.65% | |
| Technology | E-commerce & Auction Services | 273B | -23.01% | |
| Industrials | Integrated Logistics Operators | 49.09B | -18.73% | |
| Technology | Other Internet Services | 108B | +34.50% | |
| Consumer Cyclical | Travel Agents | 36.51B | +7.38% | |
| Consumer Cyclical | Travel Agents | 27.61B | -39.03% | |
| Industrials | Transaction & Payment Services | 44.83B | -10.24% | |
| Technology | Other Internet Services | 11.77B | -39.27% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 12.86B | -6.50% | |
| Industrials | Integrated Logistics Operators | 1.07B | -22.30% | |
| Technology | Other Internet Services | 10.31B | -27.62% | |
| Consumer Non-Cyclical | Other Drug Retailers | 1.44B | -11.98% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,750B | +10.44% | |
| Consumer Cyclical | Used Car Dealers | 51.96B | -14.48% | |
| Technology | Financial Technology (Fintech) (NEC) | 23.6B | -6.03% | |
| Financials | Other Consumer Lending | 384M | -48.45% | |
| Technology | Enterprise Software | 6.88B | -7.23% | |
| Technology | E-commerce & Auction Services | 118B | -26.65% | |
| Industrials | Commercial Equipment | 5.82B | +37.09% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 363M | -18.66% | |
| Consumer Cyclical | Travel Agents | 907M | -13.70% | |
| Technology | Other Internet Services | 154B | -7.92% | |
| Technology | Other IT Services & Consulting | 12.61B | +24.75% | |
| Consumer Cyclical | Pet & Pet Supplies Retailers | 9.71B | -28.23% | |
| Technology | Enterprise Software | 2.99B | -6.96% | |
| Technology | Other Electronic Equipment & Parts | 16.26B | +41.55% | |
| Technology | E-commerce & Auction Services | 180B | -13.14% | |
| Technology | Other IT Services & Consulting | 12.73B | -18.96% | |
| Technology | E-commerce & Auction Services | 99.54B | -2.52% | |
| Technology | Other Internet Services | 159M | +3.01% | |
| Technology | Other Software | 69B | -11.70% | |
| Technology | Other Internet Services | 12.96B | -52.44% | |
| Technology | E-commerce & Auction Services | 352M | -32.42% | |
| Technology | Other Software | 196M | -42.72% | |
| Industrials | Other Ground Freight & Logistics | 951M | +45.46% | |
| Industrials | Freight Logistics | 2.52B | -18.61% | |
| Technology | E-commerce & Auction Services | 60.33B | -23.77% | |
| Industrials | Other Ground Freight & Logistics | 21.67B | +36.19% | |
| Consumer Non-Cyclical | Other Drug Retailers | 666M | +74.62% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 7.5B | - | |
| Technology | Other Internet Services | 6.76B | -8.80% | |
| Industrials | Taxi & Limousine | 16.45B | -30.87% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 457M | -8.45% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 658M | +43.06% | |
| Technology | Other Internet Services | 3.7B | -14.93% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 404M | -65.28% | |
| Technology | Cloud Computing Services | 102B | +44.82% | |
| Technology | E-commerce & Auction Services | 333M | -53.19% | |
| Consumer Cyclical | Travel Agents | 1.11B | -35.03% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2.57B | -9.60% | |
| Technology | Other Internet Services | 12.94B | +61.31% | |
| Financials | Insurance Brokers | 30.26M | -79.46% | |
| Consumer Cyclical | Internet & Mail Order Discount Stores | 751M | +4.83% | |
| Technology | Other Internet Services | 189M | -63.92% | |
| Technology | E-commerce & Auction Services | 295M | -44.48% | |
| Consumer Cyclical | Other Home Furnishings | 16.24M | -78.39% | |
| Consumer Cyclical | Optical Goods Stores | 45.74M | -8.76% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 447M | -57.29% | |
| Industrials | Data Processing Services | 54.69B | +138.38% | |
| Technology | Other Internet Services | 860M | -44.76% | |
| Consumer Non-Cyclical | Retail - Drugs without Grocery | 38.53M | -42.81% | |
| Consumer Cyclical | Used Car Dealers | 249M | -66.47% | |
| Technology | Other Internet Services | 212M | -69.90% | |
| Technology | Other IT Services & Consulting | 36.64M | -23.26% | |
| Industrials | Air Freight | 346M | -2.75% | |
| - | - | 838M | - | |
| - | - | 597M | - | |
| Industrials | Testing & Measuring Equipment | 50.94M | -14.80% | |
News of the components
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