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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 | 5.08B | +7.97% | |
| Industrials | Other Air Freight & Logistics | 88B | +4.42% | |
| Consumer Cyclical | Other Entertainment Production | 16.38B | +4.40% | |
| Industrials | Integrated Logistics Operators | 27.86B | +6.92% | |
| Technology | Other Internet Services | 632M | -6.86% | |
| Industrials | Other Air Freight & Logistics | 3.46B | -15.27% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 6.16B | -15.61% | |
| Industrials | Other Air Freight & Logistics | 5.91B | +3.92% | |
| Industrials | Other Heavy Machinery & Vehicles | 3.51B | -8.76% | |
| Industrials | Other Air Freight & Logistics | 63.29B | +2.65% | |
| Technology | Other Internet Services | 5.56B | -20.86% | |
| Industrials | Other Marine Freight & Logistics | 15.42B | +19.20% | |
| Technology | Enterprise Software | 202B | -28.41% | |
| Technology | Other Internet Services | 4.47B | -14.90% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 43.15B | +9.65% | |
| Financials | Life Insurance | 31.05B | +14.33% | |
| - | - | 72.37B | - | |
| Technology | Other Internet Services | 5.53B | -14.67% | |
| Technology | Enterprise Software | 488B | -12.88% | |
| Industrials | Integrated Logistics Operators | 1.55B | -6.63% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 22.95B | +8.00% | |
| Industrials | Other Heavy Machinery & Vehicles | 7.19B | -30.93% | |
| Industrials | Other Air Freight & Logistics | 87.07B | +26.33% | |
| Industrials | Other Air Freight & Logistics | 451M | -6.70% | |
| Industrials | Other Business Support Services | 1.76B | -30.71% | |
| Technology | E-commerce & Auction Services | 7.23B | -14.64% | |
| Technology | E-commerce & Auction Services | 44.8B | +14.82% | |
| Consumer Cyclical | Gift, Novelty & Souvenir Stores | 897M | +7.27% | |
| Industrials | Other Air Freight & Logistics | 19.15B | -3.35% | |
| Industrials | Other Ground Freight & Logistics | 8.31B | +10.79% | |
| Technology | Other Computer Hardware | 16.52B | +36.76% | |
| Consumer Cyclical | Travel Agents | 147B | -13.32% | |
| Technology | Search Engines | 21.44B | -12.99% | |
| Technology | E-commerce & Auction Services | 299B | -9.07% | |
| Industrials | Integrated Logistics Operators | 62.1B | +3.16% | |
| Consumer Cyclical | Travel Agents | 31.55B | -9.13% | |
| Consumer Cyclical | Travel Agents | 35.37B | -24.74% | |
| Industrials | Integrated Logistics Operators | 1.4B | +9.51% | |
| Technology | Other Internet Services | 14.84B | -17.47% | |
| Technology | Other Internet Services | 82.44B | +1.32% | |
| Industrials | Other Marine Freight & Logistics | 35.98B | +7.14% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 10.06B | -23.39% | |
| Industrials | Transaction & Payment Services | 44.6B | -15.09% | |
| Consumer Non-Cyclical | Other Drug Retailers | 1.06B | -27.40% | |
| Technology | Other Internet Services | 10.81B | -17.47% | |
| Consumer Cyclical | Pet & Pet Supplies Retailers | 11.32B | -17.79% | |
| Technology | Other Software | 213M | -37.14% | |
| Financials | Other Consumer Lending | 630M | -14.33% | |
| Technology | Enterprise Software | 6.24B | -17.20% | |
| Consumer Cyclical | Used Car Dealers | 53.06B | -12.07% | |
| Technology | E-commerce & Auction Services | 145B | -10.07% | |
| Technology | Enterprise Software | 2.07B | -37.89% | |
| Technology | E-commerce & Auction Services | 440M | -11.11% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,672B | +7.66% | |
| Technology | E-commerce & Auction Services | 383M | -46.15% | |
| Technology | E-commerce & Auction Services | 166B | -20.85% | |
| Technology | E-commerce & Auction Services | 366M | -3.30% | |
| Industrials | Commercial Equipment | 3.82B | -8.89% | |
| Consumer Cyclical | Travel Agents | 1.19B | +8.44% | |
| Technology | Other Internet Services | 156M | +0.75% | |
| Technology | Financial Technology (Fintech) (NEC) | 19.86B | -19.90% | |
| Technology | Other IT Services & Consulting | 7.63B | -25.64% | |
| Technology | Other Internet Services | 157B | -5.42% | |
| Technology | E-commerce & Auction Services | 94.91B | -7.06% | |
| Industrials | Freight Logistics | 2.58B | -17.76% | |
| Technology | Other Internet Services | 6.62B | -9.23% | |
| Consumer Non-Cyclical | Other Drug Retailers | 354M | +4.20% | |
| Technology | Other IT Services & Consulting | 10.98B | -33.65% | |
| Technology | Other Software | 53.48B | -29.19% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 548M | -47.95% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 5.57B | - | |
| Industrials | Other Ground Freight & Logistics | 653M | +0.42% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 356M | -20.45% | |
| Technology | Other Internet Services | 4.09B | -32.47% | |
| Industrials | Taxi & Limousine | 17.35B | -27.08% | |
| Technology | Other Internet Services | 16.5B | -41.54% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 372M | -26.02% | |
| Consumer Cyclical | Travel Agents | 1.32B | -21.15% | |
| Technology | Other Electronic Equipment & Parts | 11.11B | -5.43% | |
| Technology | E-commerce & Auction Services | 68.02B | -14.09% | |
| Consumer Cyclical | Other Home Furnishings | 65.29M | -12.96% | |
| Industrials | Other Ground Freight & Logistics | 24.69B | +54.76% | |
| Consumer Cyclical | Internet & Mail Order Discount Stores | 526M | -26.63% | |
| Technology | Other Internet Services | 292M | -43.70% | |
| Technology | Cloud Computing Services | 66.92B | -3.56% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2.16B | -16.25% | |
| Technology | Other Internet Services | 6.61B | -16.18% | |
| Technology | Other Internet Services | 903M | -41.63% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 694M | -32.28% | |
| Technology | Other Software | 8.78M | -48.27% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 357M | -22.22% | |
| Consumer Cyclical | Optical Goods Stores | 52.85M | +3.98% | |
| Financials | Insurance Brokers | 49.72M | -65.22% | |
| Industrials | Data Processing Services | 42.2B | +99.24% | |
| Consumer Non-Cyclical | Retail - Drugs without Grocery | 50.23M | -26.56% | |
| Technology | Other IT Services & Consulting | 38.81M | -16.80% | |
| Industrials | Air Freight | 352M | -1.38% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 21.93M | -75.62% | |
| Consumer Cyclical | Used Car Dealers | 612M | -11.87% | |
| - | - | 402M | - | |
News of the components
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