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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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