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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 | 5.15B | +13.15% | |
| Industrials | Other Air Freight & Logistics | 94.06B | +11.56% | |
| Consumer Cyclical | Other Entertainment Production | 13.32B | -13.56% | |
| Industrials | Integrated Logistics Operators | 30.9B | +22.04% | |
| Industrials | Other Air Freight & Logistics | 3.66B | -7.20% | |
| Industrials | Other Air Freight & Logistics | 5.08B | -17.32% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 6.31B | -10.92% | |
| Industrials | Other Air Freight & Logistics | 71.05B | +19.84% | |
| Technology | Other Internet Services | 5.86B | -14.92% | |
| Industrials | Other Heavy Machinery & Vehicles | 4.03B | +10.26% | |
| Technology | Other Internet Services | 4.46B | -13.51% | |
| Industrials | Other Marine Freight & Logistics | 13.04B | +2.62% | |
| Financials | Life Insurance | 38.51B | +37.62% | |
| - | - | 83.9B | - | |
| Technology | Enterprise Software | 186B | -32.98% | |
| Industrials | Integrated Logistics Operators | 1.3B | -20.17% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 35.95B | -7.25% | |
| Technology | Other Internet Services | 5.44B | -14.15% | |
| Industrials | Other Business Support Services | 1.44B | -43.24% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 26.79B | +27.40% | |
| Technology | Enterprise Software | 404B | -28.03% | |
| Industrials | Other Heavy Machinery & Vehicles | 6.51B | -36.40% | |
| Industrials | Other Air Freight & Logistics | 382M | -18.34% | |
| Technology | E-commerce & Auction Services | 6.37B | -25.04% | |
| Technology | E-commerce & Auction Services | 50.99B | +31.85% | |
| Industrials | Other Air Freight & Logistics | 21.92B | +12.46% | |
| Consumer Cyclical | Gift, Novelty & Souvenir Stores | 1.05B | +27.59% | |
| Industrials | Other Ground Freight & Logistics | 10.09B | +36.22% | |
| Technology | Other Computer Hardware | 19.56B | +62.84% | |
| Consumer Cyclical | Travel Agents | 143B | -13.84% | |
| Technology | Search Engines | 19.14B | -19.26% | |
| Technology | E-commerce & Auction Services | 220B | -34.41% | |
| Industrials | Integrated Logistics Operators | 60.66B | +2.82% | |
| Technology | Other Internet Services | 88.39B | +9.73% | |
| Consumer Cyclical | Travel Agents | 32.25B | -5.16% | |
| Consumer Cyclical | Travel Agents | 25.82B | -42.98% | |
| Technology | Other Internet Services | 10.22B | -40.93% | |
| Industrials | Other Marine Freight & Logistics | 36.24B | +14.07% | |
| Industrials | Transaction & Payment Services | 40.11B | -22.11% | |
| Industrials | Integrated Logistics Operators | 998M | -19.03% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 12.47B | -5.89% | |
| Consumer Non-Cyclical | Other Drug Retailers | 1.64B | +9.22% | |
| Technology | Other Internet Services | 360M | -48.64% | |
| Technology | Other Internet Services | 10.33B | -23.90% | |
| Financials | Other Consumer Lending | 628M | -15.24% | |
| Technology | Enterprise Software | 2.17B | -33.73% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,610B | +5.13% | |
| Consumer Cyclical | Used Car Dealers | 49.14B | -18.72% | |
| Technology | Enterprise Software | 6.24B | -14.32% | |
| Technology | Financial Technology (Fintech) (NEC) | 28.33B | +13.64% | |
| Industrials | Commercial Equipment | 4.16B | +2.96% | |
| Consumer Cyclical | Pet & Pet Supplies Retailers | 8.54B | -36.91% | |
| Technology | E-commerce & Auction Services | 117B | -27.34% | |
| Technology | E-commerce & Auction Services | 280M | -41.29% | |
| Technology | Other Software | 260M | -23.54% | |
| Consumer Cyclical | Travel Agents | 1.04B | -1.09% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 334M | -25.07% | |
| Industrials | Diversified Industrial Goods Wholesale | 162M | +4.51% | |
| Technology | Other IT Services & Consulting | 8.94B | -12.85% | |
| Technology | Other Internet Services | 152B | -8.91% | |
| Technology | E-commerce & Auction Services | 431M | +6.78% | |
| Technology | Other IT Services & Consulting | 11.72B | -28.67% | |
| Technology | Other Software | 63.27B | -19.02% | |
| Technology | Other Internet Services | 2.07B | -52.50% | |
| Technology | E-commerce & Auction Services | 89.4B | -12.46% | |
| Technology | E-commerce & Auction Services | 155B | -25.79% | |
| Industrials | Other Ground Freight & Logistics | 722M | +13.52% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 527M | +5.38% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 7.3B | - | |
| Industrials | Freight Logistics | 2.68B | -12.65% | |
| Technology | E-commerce & Auction Services | 389M | -45.29% | |
| Technology | Other Internet Services | 12.25B | -55.38% | |
| Technology | Other Internet Services | 7.45B | +6.67% | |
| Technology | Mobile Application Software | 15.69B | -34.09% | |
| Technology | E-commerce & Auction Services | 56.37B | -30.69% | |
| Industrials | Other Ground Freight & Logistics | 24.23B | +51.81% | |
| Consumer Non-Cyclical | Other Drug Retailers | 558M | +55.46% | |
| Technology | Other Electronic Equipment & Parts | 12.73B | +10.03% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 447M | -59.58% | |
| Technology | Cloud Computing Services | 85.68B | +22.96% | |
| Consumer Cyclical | Travel Agents | 1.66B | -1.85% | |
| Consumer Cyclical | Other Home Furnishings | 39.22M | -47.81% | |
| Technology | Other Internet Services | 12.83B | +62.50% | |
| Consumer Cyclical | Internet & Mail Order Discount Stores | 972M | +45.26% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2.04B | -22.16% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 663M | -34.65% | |
| Technology | Other Internet Services | 245M | -53.13% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 508M | +12.17% | |
| Financials | Insurance Brokers | 50.79M | -65.22% | |
| Consumer Cyclical | Optical Goods Stores | 47.49M | -3.59% | |
| Industrials | Data Processing Services | 55.21B | +157.60% | |
| Technology | Other Internet Services | 873M | -43.55% | |
| Consumer Non-Cyclical | Retail - Drugs without Grocery | 41.63M | -38.12% | |
| Consumer Cyclical | Used Car Dealers | 359M | -51.63% | |
| Technology | Other IT Services & Consulting | 23.5M | -50.13% | |
| Industrials | Other Air Freight & Logistics | 74.68B | +8.36% | |
| Industrials | Air Freight | 345M | -2.12% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 888K | -98.96% | |
| - | - | 407M | - | |
| Industrials | Testing & Measuring Equipment | 42.58M | -20.54% | |
News of the components
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