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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 | 5.01B | +8.57% | |
| Industrials | Other Marine Freight & Logistics | 33.11B | +3.96% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 5.81B | -20.41% | |
| Industrials | Other Air Freight & Logistics | 82.31B | -2.38% | |
| Industrials | Integrated Logistics Operators | 25.81B | +0.67% | |
| Consumer Cyclical | Other Entertainment Production | 17.28B | +10.76% | |
| Industrials | Other Air Freight & Logistics | 3.25B | -19.35% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 7.58B | -42.83% | |
| Industrials | Other Air Freight & Logistics | 5.91B | +2.47% | |
| Industrials | Other Heavy Machinery & Vehicles | 3.71B | +0.12% | |
| Industrials | Other Air Freight & Logistics | 60.64B | +1.20% | |
| Technology | Other Internet Services | 5.96B | -15.97% | |
| Industrials | Other Marine Freight & Logistics | 14.25B | +10.48% | |
| Technology | Enterprise Software | 212B | -26.11% | |
| Technology | Other Internet Services | 4.17B | -21.30% | |
| Financials | Life Insurance | 34.74B | +27.84% | |
| - | - | 72.58B | - | |
| Technology | Other Internet Services | 5.5B | -16.79% | |
| Technology | Enterprise Software | 522B | -6.90% | |
| Industrials | Integrated Logistics Operators | 1.47B | -10.16% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 43.73B | +12.82% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 20.22B | -3.82% | |
| Technology | E-commerce & Auction Services | 6.78B | -20.24% | |
| Industrials | Other Air Freight & Logistics | 89.47B | +29.81% | |
| Industrials | Other Heavy Machinery & Vehicles | 6.7B | -36.03% | |
| Industrials | Other Air Freight & Logistics | 397M | -15.31% | |
| Industrials | Other Business Support Services | 1.48B | -41.61% | |
| Technology | E-commerce & Auction Services | 50.72B | +31.16% | |
| Industrials | Other Air Freight & Logistics | 20.61B | +5.76% | |
| Consumer Cyclical | Gift, Novelty & Souvenir Stores | 839M | -0.59% | |
| Industrials | Other Ground Freight & Logistics | 8.83B | +19.24% | |
| Technology | Other Computer Hardware | 18.19B | +50.61% | |
| Consumer Cyclical | Travel Agents | 120B | -27.86% | |
| Technology | Search Engines | 19.63B | -18.31% | |
| Technology | E-commerce & Auction Services | 310B | -7.46% | |
| Industrials | Integrated Logistics Operators | 55.63B | -7.03% | |
| Consumer Cyclical | Travel Agents | 25.8B | -24.11% | |
| Technology | Other Internet Services | 77.84B | -3.36% | |
| Consumer Cyclical | Travel Agents | 30.82B | -31.93% | |
| Technology | Other Internet Services | 12.14B | -30.78% | |
| Industrials | Transaction & Payment Services | 38.66B | -24.92% | |
| Industrials | Integrated Logistics Operators | 1.17B | -6.34% | |
| Consumer Non-Cyclical | Other Drug Retailers | 1.11B | -27.96% | |
| Technology | Other Internet Services | 568M | -19.01% | |
| Technology | Other Internet Services | 10.87B | -21.91% | |
| Consumer Cyclical | Pet & Pet Supplies Retailers | 8.19B | -40.51% | |
| Technology | Other Software | 240M | -29.37% | |
| Financials | Other Consumer Lending | 496M | -33.08% | |
| Technology | Enterprise Software | 1.93B | -41.10% | |
| Consumer Cyclical | Used Car Dealers | 45.38B | -24.94% | |
| Technology | Enterprise Software | 6.06B | -19.41% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,790B | +12.36% | |
| Industrials | Commercial Equipment | 4.38B | +1.95% | |
| Technology | E-commerce & Auction Services | 139B | -14.15% | |
| Technology | E-commerce & Auction Services | 355M | -26.53% | |
| Technology | Financial Technology (Fintech) (NEC) | 21.87B | -12.27% | |
| Technology | E-commerce & Auction Services | 339M | -16.12% | |
| Consumer Cyclical | Travel Agents | 1.03B | -4.26% | |
| Technology | Other IT Services & Consulting | 8.01B | -21.86% | |
| Industrials | Diversified Industrial Goods Wholesale | 149M | -3.76% | |
| Technology | Other Internet Services | 151B | -9.33% | |
| Technology | E-commerce & Auction Services | 80.85B | -20.82% | |
| Technology | E-commerce & Auction Services | 131B | -37.25% | |
| Technology | Other IT Services & Consulting | 11.98B | -27.10% | |
| Technology | Other Internet Services | 5.57B | -22.83% | |
| Technology | E-commerce & Auction Services | 382M | -46.26% | |
| Technology | Other Software | 53.46B | -31.58% | |
| Technology | Other Internet Services | 2.24B | -48.58% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 5.47B | - | |
| Consumer Non-Cyclical | Other Drug Retailers | 422M | +17.82% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 321M | -28.24% | |
| Industrials | Freight Logistics | 2.7B | -12.65% | |
| Technology | Other Internet Services | 13.8B | -49.73% | |
| Technology | Mobile Application Software | 16.63B | -30.11% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 372M | -25.25% | |
| Industrials | Other Ground Freight & Logistics | 651M | +2.53% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 411M | -65.28% | |
| Technology | Other Electronic Equipment & Parts | 11.77B | +1.78% | |
| Technology | E-commerce & Auction Services | 65.46B | -19.80% | |
| Industrials | Other Ground Freight & Logistics | 23.75B | +48.85% | |
| Consumer Cyclical | Travel Agents | 1.08B | -36.13% | |
| Technology | Cloud Computing Services | 73.07B | +4.86% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2.16B | -17.63% | |
| Consumer Cyclical | Other Home Furnishings | 44.48M | -40.81% | |
| Consumer Cyclical | Internet & Mail Order Discount Stores | 661M | -1.14% | |
| Technology | Other Internet Services | 10.89B | +41.95% | |
| Technology | Other Internet Services | 210M | -59.78% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 723M | -29.36% | |
| Technology | Other Internet Services | 853M | -44.84% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 370M | -18.85% | |
| Consumer Cyclical | Optical Goods Stores | 49.92M | -4.78% | |
| Financials | Insurance Brokers | 55.86M | -61.74% | |
| Industrials | Data Processing Services | 50.63B | +136.22% | |
| Consumer Non-Cyclical | Retail - Drugs without Grocery | 47.24M | -30.94% | |
| Technology | Other IT Services & Consulting | 24.47M | -48.06% | |
| Industrials | Air Freight | 353M | -0.62% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2.69M | -98.07% | |
| Consumer Cyclical | Used Car Dealers | 515M | -30.56% | |
| - | - | 400M | - | |
| Industrials | Testing & Measuring Equipment | 51.63M | -4.98% | |
News of the components
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