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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 | 5.12B | +12.82% | |
| Industrials | Other Air Freight & Logistics | 91.92B | +9.02% | |
| Consumer Cyclical | Other Entertainment Production | 13.14B | -14.48% | |
| Industrials | Integrated Logistics Operators | 28.46B | +13.11% | |
| Industrials | Other Air Freight & Logistics | 3.42B | -12.27% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 6.15B | -12.97% | |
| Industrials | Other Air Freight & Logistics | 4.99B | -19.18% | |
| Industrials | Other Air Freight & Logistics | 66.23B | +12.05% | |
| Technology | Other Internet Services | 5.8B | -15.56% | |
| Industrials | Other Heavy Machinery & Vehicles | 4.04B | +10.76% | |
| Technology | Other Internet Services | 4.33B | -15.32% | |
| Industrials | Other Marine Freight & Logistics | 13.14B | +3.68% | |
| Financials | Life Insurance | 36.55B | +30.93% | |
| - | - | 76.6B | - | |
| Technology | Enterprise Software | 180B | -35.14% | |
| Industrials | Integrated Logistics Operators | 1.28B | -21.86% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 34.29B | -11.53% | |
| Technology | Other Internet Services | 5.25B | -16.35% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 28.16B | +33.93% | |
| Technology | Enterprise Software | 428B | -23.80% | |
| Industrials | Other Heavy Machinery & Vehicles | 5.7B | -44.18% | |
| Industrials | Other Air Freight & Logistics | 76B | +10.27% | |
| Industrials | Other Air Freight & Logistics | 354M | -24.11% | |
| Industrials | Other Business Support Services | 1.53B | -39.87% | |
| Technology | E-commerce & Auction Services | 6.31B | -25.72% | |
| Technology | E-commerce & Auction Services | 47.89B | +23.85% | |
| Industrials | Other Air Freight & Logistics | 21.02B | +7.87% | |
| Consumer Cyclical | Gift, Novelty & Souvenir Stores | 927M | +14.29% | |
| Industrials | Other Ground Freight & Logistics | 10.1B | +36.33% | |
| Technology | Other Computer Hardware | 21.13B | +77.24% | |
| Consumer Cyclical | Travel Agents | 141B | -15.29% | |
| Technology | Search Engines | 19.16B | -19.01% | |
| Technology | E-commerce & Auction Services | 217B | -35.32% | |
| Industrials | Integrated Logistics Operators | 56.58B | -3.81% | |
| Technology | Other Internet Services | 86.39B | +7.25% | |
| Consumer Cyclical | Travel Agents | 31.54B | -7.24% | |
| Consumer Cyclical | Travel Agents | 25.75B | -43.14% | |
| Technology | Other Internet Services | 9.52B | -44.84% | |
| Industrials | Transaction & Payment Services | 39.07B | -24.13% | |
| Industrials | Other Marine Freight & Logistics | 34.49B | +8.88% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 12.47B | -5.92% | |
| Industrials | Integrated Logistics Operators | 934M | -24.10% | |
| Consumer Non-Cyclical | Other Drug Retailers | 1.48B | -1.08% | |
| Technology | Other Internet Services | 522M | -25.65% | |
| Technology | Other Internet Services | 9.31B | -31.25% | |
| Technology | Other Software | 240M | -29.37% | |
| Financials | Other Consumer Lending | 568M | -23.38% | |
| Technology | Enterprise Software | 2.16B | -33.95% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,503B | +0.81% | |
| Consumer Cyclical | Used Car Dealers | 44.66B | -26.13% | |
| Technology | Enterprise Software | 6.04B | -17.09% | |
| Industrials | Commercial Equipment | 4.05B | +1.19% | |
| Consumer Cyclical | Pet & Pet Supplies Retailers | 7.59B | -43.87% | |
| Technology | Financial Technology (Fintech) (NEC) | 26.62B | +6.80% | |
| Technology | E-commerce & Auction Services | 109B | -32.49% | |
| Technology | E-commerce & Auction Services | 465M | +15.20% | |
| Technology | E-commerce & Auction Services | 262M | -44.88% | |
| Consumer Cyclical | Travel Agents | 995M | -4.45% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 366M | -18.11% | |
| Industrials | Diversified Industrial Goods Wholesale | 161M | +4.14% | |
| Technology | Other IT Services & Consulting | 8.16B | -20.46% | |
| Technology | Other Internet Services | 1.85B | -57.55% | |
| Technology | E-commerce & Auction Services | 84.92B | -16.84% | |
| Technology | Other Internet Services | 155B | -6.74% | |
| Technology | Other IT Services & Consulting | 11.2B | -31.86% | |
| Technology | Other Software | 55.94B | -28.41% | |
| Technology | E-commerce & Auction Services | 152B | -27.40% | |
| Industrials | Other Ground Freight & Logistics | 643M | +1.48% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 500M | +1.08% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 7.41B | - | |
| Industrials | Freight Logistics | 2.57B | -16.18% | |
| Technology | Other Internet Services | 12.35B | -55.01% | |
| Technology | Other Internet Services | 6.85B | -1.66% | |
| Technology | E-commerce & Auction Services | 400M | -43.67% | |
| Technology | E-commerce & Auction Services | 50.59B | -37.80% | |
| Technology | Mobile Application Software | 15.33B | -35.61% | |
| Industrials | Other Ground Freight & Logistics | 23.65B | +48.23% | |
| Consumer Non-Cyclical | Other Drug Retailers | 498M | +39.50% | |
| Technology | Other Electronic Equipment & Parts | 11.98B | +3.59% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 496M | -54.97% | |
| Technology | Cloud Computing Services | 83.86B | +20.33% | |
| Consumer Cyclical | Travel Agents | 1.6B | -5.49% | |
| Technology | Other Internet Services | 12.41B | +57.61% | |
| Consumer Cyclical | Internet & Mail Order Discount Stores | 858M | +28.34% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 1.99B | -23.56% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 630M | -37.79% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 460M | +2.65% | |
| Consumer Cyclical | Other Home Furnishings | 42.51M | -43.43% | |
| Technology | Other Internet Services | 241M | -53.83% | |
| Financials | Insurance Brokers | 48.25M | -66.96% | |
| Consumer Cyclical | Optical Goods Stores | 44.8M | -8.76% | |
| Industrials | Data Processing Services | 61.53B | +187.08% | |
| Technology | Other Internet Services | 788M | -49.08% | |
| Consumer Non-Cyclical | Retail - Drugs without Grocery | 37.01M | -45.00% | |
| Consumer Cyclical | Used Car Dealers | 332M | -55.19% | |
| Technology | Other IT Services & Consulting | 23.74M | -49.61% | |
| Industrials | Air Freight | 336M | -4.75% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 733K | -99.14% | |
| - | - | 412M | - | |
| Industrials | Testing & Measuring Equipment | 36.88M | -31.04% | |
News of the components
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