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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 | 5.39B | +22.64% | |
| Industrials | Other Air Freight & Logistics | 92.21B | +12.65% | |
| Industrials | Integrated Logistics Operators | 34.12B | +33.96% | |
| Consumer Cyclical | Other Entertainment Production | 11.79B | -22.82% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 6.24B | -10.22% | |
| Industrials | Other Air Freight & Logistics | 3.77B | -2.35% | |
| Industrials | Other Air Freight & Logistics | 71.65B | +25.49% | |
| Industrials | Other Air Freight & Logistics | 6.7B | +0.31% | |
| Industrials | Other Heavy Machinery & Vehicles | 3.5B | +0.57% | |
| Technology | Other Internet Services | 6.74B | +3.50% | |
| Industrials | Other Marine Freight & Logistics | 46.85B | +35.69% | |
| Technology | Enterprise Software | 271B | +1.58% | |
| Industrials | Other Marine Freight & Logistics | 16.91B | +28.85% | |
| Technology | Other Internet Services | 5.37B | +7.54% | |
| - | - | 81.82B | - | |
| Industrials | Integrated Logistics Operators | 1.3B | -20.73% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 39.12B | -1.11% | |
| Industrials | Other Heavy Machinery & Vehicles | 5.02B | -48.31% | |
| Technology | Other Internet Services | 5.64B | -4.91% | |
| Financials | Life Insurance | 38.88B | +39.53% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 29.92B | +47.25% | |
| Technology | Enterprise Software | 362B | -38.49% | |
| Technology | E-commerce & Auction Services | 7.67B | -22.70% | |
| Technology | Search Engines | 20.9B | -22.85% | |
| Consumer Cyclical | Gift, Novelty & Souvenir Stores | 1.15B | +40.49% | |
| Technology | E-commerce & Auction Services | 53.54B | +39.66% | |
| Industrials | Other Ground Freight & Logistics | 10.18B | +46.14% | |
| Industrials | Other Air Freight & Logistics | 197M | -57.16% | |
| Industrials | Other Air Freight & Logistics | 72.17B | +10.90% | |
| Industrials | Other Air Freight & Logistics | 23.84B | +26.96% | |
| Consumer Cyclical | Travel Agents | 119B | -23.63% | |
| Consumer Cyclical | Travel Agents | 27.94B | -38.58% | |
| Technology | E-commerce & Auction Services | 272B | -27.82% | |
| Industrials | Integrated Logistics Operators | 52.35B | -10.40% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 15.29B | +18.20% | |
| Technology | Other Computer Hardware | 17.45B | +52.92% | |
| Consumer Cyclical | Travel Agents | 30.74B | -8.52% | |
| Industrials | Transaction & Payment Services | 49.21B | +3.18% | |
| Technology | Other Internet Services | 10.48B | -46.59% | |
| Industrials | Integrated Logistics Operators | 1B | -28.54% | |
| Technology | Other Internet Services | 8.56B | -35.20% | |
| Consumer Non-Cyclical | Other Drug Retailers | 1.62B | +10.60% | |
| Industrials | Other Business Support Services | 1.85B | -23.57% | |
| Technology | Financial Technology (Fintech) (NEC) | 23.09B | -8.37% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,804B | +16.43% | |
| Technology | E-commerce & Auction Services | 192B | -5.68% | |
| Consumer Cyclical | Used Car Dealers | 53.17B | -9.78% | |
| Technology | Other Internet Services | 112B | +41.92% | |
| Industrials | Commercial Equipment | 5.04B | +33.36% | |
| Technology | Enterprise Software | 8.05B | +11.21% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 276M | -32.37% | |
| Technology | E-commerce & Auction Services | 118B | -28.83% | |
| Technology | Other Electronic Equipment & Parts | 15.16B | +35.19% | |
| Technology | E-commerce & Auction Services | 76.55B | -24.25% | |
| Financials | Other Consumer Lending | 520M | -30.71% | |
| Technology | Other IT Services & Consulting | 14.68B | +45.48% | |
| Technology | Other Software | 46.38B | -38.88% | |
| Technology | Other Internet Services | 140B | -13.10% | |
| Technology | Cloud Computing Services | 96.32B | +50.65% | |
| Technology | E-commerce & Auction Services | 63.29B | -27.25% | |
| Technology | Other Internet Services | 201M | +29.70% | |
| Industrials | Freight Logistics | 2.78B | -6.45% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 7.75B | - | |
| Consumer Cyclical | Pet & Pet Supplies Retailers | 9.07B | -30.45% | |
| Technology | Enterprise Software | 2.9B | -8.35% | |
| Technology | Other IT Services & Consulting | 13.87B | -9.77% | |
| Consumer Cyclical | Travel Agents | 879M | -12.30% | |
| Technology | Other Internet Services | 12.29B | -53.65% | |
| Technology | Other Software | 302M | -9.22% | |
| Industrials | Taxi & Limousine | 14.47B | -37.88% | |
| Industrials | Other Ground Freight & Logistics | 1.03B | +73.44% | |
| Industrials | Other Ground Freight & Logistics | 20.62B | +38.46% | |
| Consumer Non-Cyclical | Other Drug Retailers | 1.02B | +193.61% | |
| Technology | Other Internet Services | 7.45B | +8.17% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 183M | -72.71% | |
| Technology | Other Internet Services | 3.18B | -31.56% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 549M | +9.68% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 666M | +51.68% | |
| Consumer Cyclical | Internet & Mail Order Discount Stores | 630M | -8.69% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 490M | -56.58% | |
| Technology | Other Internet Services | 12.53B | +63.16% | |
| Technology | E-commerce & Auction Services | 298M | -56.81% | |
| Consumer Cyclical | Travel Agents | 820M | -50.38% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 3.7B | +41.61% | |
| Financials | Insurance Brokers | 15.18M | -89.51% | |
| Industrials | Data Processing Services | 35.49B | +70.52% | |
| Technology | E-commerce & Auction Services | 250M | -53.73% | |
| Consumer Cyclical | Other Home Furnishings | 9.32M | -89.51% | |
| Consumer Cyclical | Optical Goods Stores | 38.18M | -27.49% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 480M | -50.81% | |
| Technology | Other Internet Services | 283M | -46.79% | |
| Technology | Other Internet Services | 684M | -54.08% | |
| Consumer Non-Cyclical | Retail - Drugs without Grocery | 25.68M | -60.16% | |
| Consumer Cyclical | Used Car Dealers | 178M | -75.94% | |
| Technology | Other Internet Services | 110M | -85.16% | |
| Industrials | Air Freight | 331M | -1.88% | |
| - | - | 693M | - | |
| Industrials | Testing & Measuring Equipment | 46.24M | -23.35% | |
| Technology | Other Software | 7.25M | -59.81% | |
News of the components
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