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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 | 5.66B | +22.84% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 11.85B | -15.45% | |
| Industrials | Other Air Freight & Logistics | 89.48B | +5.07% | |
| Industrials | Integrated Logistics Operators | 30.02B | +20.12% | |
| Consumer Cyclical | Other Entertainment Production | 12.85B | -19.23% | |
| Technology | Other Internet Services | 198M | -71.73% | |
| Industrials | Other Air Freight & Logistics | 4.07B | +0.85% | |
| Industrials | Other Air Freight & Logistics | 6.29B | -2.68% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 6.61B | -11.46% | |
| Industrials | Other Air Freight & Logistics | 73.71B | +23.60% | |
| Technology | Other Internet Services | 6.15B | -13.34% | |
| Industrials | Other Heavy Machinery & Vehicles | 4.33B | +18.74% | |
| - | - | 84.32B | - | |
| Technology | Other Internet Services | 4.54B | -10.59% | |
| Industrials | Other Marine Freight & Logistics | 15.44B | +20.32% | |
| Technology | Enterprise Software | 207B | -24.32% | |
| Industrials | Integrated Logistics Operators | 1.38B | -15.51% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 43.63B | +15.02% | |
| Technology | Other Internet Services | 5.54B | -10.68% | |
| Financials | Life Insurance | 41.48B | +44.32% | |
| Industrials | Other Business Support Services | 1.52B | -40.84% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 27.47B | +28.04% | |
| Technology | Enterprise Software | 367B | -33.37% | |
| Industrials | Other Heavy Machinery & Vehicles | 6.05B | -42.96% | |
| Industrials | Other Air Freight & Logistics | 351M | -26.55% | |
| Technology | E-commerce & Auction Services | 7.3B | -13.28% | |
| Technology | E-commerce & Auction Services | 50.4B | +30.90% | |
| Industrials | Other Air Freight & Logistics | 21.84B | +12.67% | |
| Consumer Cyclical | Gift, Novelty & Souvenir Stores | 1.11B | +35.76% | |
| Industrials | Other Ground Freight & Logistics | 9.9B | +33.98% | |
| Industrials | Other Air Freight & Logistics | 73B | +6.42% | |
| Technology | Other Computer Hardware | 20.16B | +70.21% | |
| Consumer Cyclical | Travel Agents | 150B | -9.95% | |
| Technology | Search Engines | 20.39B | -14.23% | |
| Technology | E-commerce & Auction Services | 265B | -16.60% | |
| Industrials | Integrated Logistics Operators | 52.21B | -12.97% | |
| Technology | Other Internet Services | 90.26B | +11.64% | |
| Technology | Other Internet Services | 11.15B | -37.77% | |
| Consumer Cyclical | Travel Agents | 35.16B | +4.03% | |
| Consumer Cyclical | Travel Agents | 29.27B | -34.63% | |
| Industrials | Other Marine Freight & Logistics | 37.82B | +18.89% | |
| Industrials | Transaction & Payment Services | 49.32B | -2.00% | |
| Industrials | Integrated Logistics Operators | 1.02B | -21.25% | |
| Consumer Non-Cyclical | Other Drug Retailers | 1.53B | -5.68% | |
| Technology | Other Internet Services | 13.11B | +64.79% | |
| Technology | Other Internet Services | 11.46B | -16.97% | |
| Technology | Other Software | 261M | -24.03% | |
| Financials | Other Consumer Lending | 445M | -39.99% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,533B | +17.66% | |
| Technology | Enterprise Software | 6.38B | -12.57% | |
| Consumer Cyclical | Used Car Dealers | 44.23B | -26.12% | |
| Technology | Financial Technology (Fintech) (NEC) | 24.53B | -3.92% | |
| Technology | E-commerce & Auction Services | 124B | -21.90% | |
| Industrials | Commercial Equipment | 4.07B | +1.52% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 369M | -17.22% | |
| Industrials | Diversified Industrial Goods Wholesale | 173M | +7.89% | |
| Consumer Cyclical | Travel Agents | 1.13B | +7.62% | |
| Technology | Enterprise Software | 2.42B | -17.66% | |
| Technology | Other Internet Services | 143B | -13.89% | |
| Consumer Cyclical | Pet & Pet Supplies Retailers | 9.34B | -31.62% | |
| Technology | Other IT Services & Consulting | 13.15B | -33.32% | |
| Technology | Other IT Services & Consulting | 11.13B | +10.41% | |
| Technology | Other Software | 65.07B | -16.33% | |
| Technology | E-commerce & Auction Services | 402M | -7.51% | |
| Technology | Other Internet Services | 2.37B | -47.03% | |
| Technology | E-commerce & Auction Services | 95.6B | -6.77% | |
| Technology | E-commerce & Auction Services | 159B | -27.22% | |
| Industrials | Other Ground Freight & Logistics | 872M | +34.37% | |
| Industrials | Freight Logistics | 2.74B | -12.53% | |
| Consumer Non-Cyclical | Other Drug Retailers | 633M | +65.04% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 7.89B | - | |
| Technology | Other Internet Services | 11.94B | -57.23% | |
| Technology | Other Internet Services | 8.03B | +11.52% | |
| Technology | Mobile Application Software | 16B | -32.95% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 498M | -3.66% | |
| Industrials | Other Ground Freight & Logistics | 23.4B | +47.87% | |
| Technology | Other Electronic Equipment & Parts | 13.75B | +21.00% | |
| Technology | E-commerce & Auction Services | 72.91B | -10.45% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 449M | -59.43% | |
| Technology | Cloud Computing Services | 101B | +41.51% | |
| Technology | E-commerce & Auction Services | 330M | -54.81% | |
| Consumer Cyclical | Travel Agents | 1.65B | -2.71% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2.37B | -10.25% | |
| Consumer Cyclical | Internet & Mail Order Discount Stores | 1.06B | +56.62% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 596M | +25.40% | |
| Consumer Cyclical | Other Home Furnishings | 31.65M | -53.08% | |
| Industrials | Data Processing Services | 48.25B | +127.48% | |
| Technology | Other Internet Services | 229M | -56.15% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 602M | -44.59% | |
| Technology | E-commerce & Auction Services | 267M | -44.11% | |
| Consumer Cyclical | Optical Goods Stores | 46.61M | -4.78% | |
| Financials | Insurance Brokers | 43.8M | -71.09% | |
| Technology | Other Internet Services | 739M | -52.36% | |
| Consumer Non-Cyclical | Retail - Drugs without Grocery | 41.63M | -39.06% | |
| Consumer Cyclical | Used Car Dealers | 308M | -58.75% | |
| Technology | Other IT Services & Consulting | 21.67M | -54.26% | |
| Industrials | Air Freight | 340M | -1.88% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 302K | -99.69% | |
| - | - | 439M | - | |
| Industrials | Testing & Measuring Equipment | 39.15M | -29.77% | |
News of the components
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