To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.
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 | 5.57B | +22.78% | |
| Industrials | Other Air Freight & Logistics | 82.93B | -1.72% | |
| Industrials | Integrated Logistics Operators | 33.41B | +33.78% | |
| Consumer Cyclical | Other Entertainment Production | 11.63B | -23.70% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 6.77B | -5.38% | |
| Industrials | Other Air Freight & Logistics | 3.9B | -2.81% | |
| Industrials | Other Air Freight & Logistics | 6.29B | -9.28% | |
| Industrials | Other Air Freight & Logistics | 72.53B | +21.93% | |
| Industrials | Other Heavy Machinery & Vehicles | 3.91B | +7.53% | |
| Technology | Other Internet Services | 6.26B | -7.40% | |
| Technology | Enterprise Software | 259B | -4.60% | |
| Industrials | Other Marine Freight & Logistics | 18.55B | +44.96% | |
| Technology | Other Internet Services | 5.22B | +3.89% | |
| - | - | 80.65B | - | |
| Industrials | Other Marine Freight & Logistics | 51.54B | +68.58% | |
| Industrials | Integrated Logistics Operators | 1.33B | -18.76% | |
| Industrials | Other Heavy Machinery & Vehicles | 5.03B | -50.56% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 36.3B | -5.89% | |
| Technology | Other Internet Services | 5.7B | -8.25% | |
| Financials | Life Insurance | 42.03B | +48.23% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 29.46B | +40.08% | |
| Technology | E-commerce & Auction Services | 53.52B | +38.09% | |
| Industrials | Other Air Freight & Logistics | 69.47B | +1.62% | |
| Technology | E-commerce & Auction Services | 7.12B | -27.30% | |
| Technology | Enterprise Software | 389B | -34.21% | |
| Technology | Search Engines | 20.23B | -24.58% | |
| Industrials | Other Air Freight & Logistics | 25.47B | +31.47% | |
| Consumer Cyclical | Gift, Novelty & Souvenir Stores | 1.17B | +46.01% | |
| Industrials | Other Ground Freight & Logistics | 9.14B | +24.56% | |
| Industrials | Other Air Freight & Logistics | 254M | -45.92% | |
| Consumer Cyclical | Travel Agents | 123B | -23.70% | |
| Consumer Cyclical | Travel Agents | 25.19B | -44.36% | |
| Technology | E-commerce & Auction Services | 271B | -25.56% | |
| Industrials | Integrated Logistics Operators | 44.3B | -25.08% | |
| Technology | Other Computer Hardware | 19.69B | +64.25% | |
| Consumer Cyclical | Travel Agents | 34.68B | +1.99% | |
| Industrials | Transaction & Payment Services | 48.5B | -2.88% | |
| Technology | Other Internet Services | 10.57B | -46.59% | |
| Technology | Other Internet Services | 8.91B | -36.28% | |
| Industrials | Integrated Logistics Operators | 1.04B | -24.10% | |
| Consumer Non-Cyclical | Other Drug Retailers | 1.73B | +18.66% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 14.69B | +6.84% | |
| Industrials | Other Business Support Services | 1.7B | -32.97% | |
| Technology | E-commerce & Auction Services | 115B | -28.59% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,697B | +8.31% | |
| Consumer Cyclical | Used Car Dealers | 42.35B | -30.30% | |
| Industrials | Commercial Equipment | 5.44B | +28.62% | |
| Technology | E-commerce & Auction Services | 218B | +5.31% | |
| Technology | Financial Technology (Fintech) (NEC) | 24.97B | -0.56% | |
| Financials | Other Consumer Lending | 356M | -52.18% | |
| Technology | Other Internet Services | 102B | +27.98% | |
| Technology | Enterprise Software | 7.45B | +2.33% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 291M | -32.16% | |
| Technology | Other Electronic Equipment & Parts | 17.46B | +51.97% | |
| Technology | Other Internet Services | 144B | -13.90% | |
| Technology | Other IT Services & Consulting | 12.95B | +28.19% | |
| Technology | E-commerce & Auction Services | 92.98B | -8.95% | |
| Technology | Other Software | 57.43B | -26.50% | |
| Technology | Cloud Computing Services | 106B | +50.29% | |
| Technology | Other Internet Services | 216M | +39.85% | |
| Consumer Cyclical | Pet & Pet Supplies Retailers | 8.43B | -36.55% | |
| Consumer Cyclical | Travel Agents | 998M | -2.45% | |
| Technology | Other IT Services & Consulting | 13.42B | -14.60% | |
| Technology | Enterprise Software | 3.07B | -4.35% | |
| Technology | Other Internet Services | 13.09B | -51.95% | |
| Technology | E-commerce & Auction Services | 59.53B | -26.72% | |
| Industrials | Taxi & Limousine | 14.87B | -37.50% | |
| Industrials | Other Ground Freight & Logistics | 21.86B | +37.35% | |
| Industrials | Freight Logistics | 2.46B | -19.46% | |
| Industrials | Other Ground Freight & Logistics | 1.02B | +64.47% | |
| Consumer Non-Cyclical | Other Drug Retailers | 955M | +174.12% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 7.81B | - | |
| Technology | Other Internet Services | 6.85B | +0.83% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 149M | -71.43% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 537M | +9.68% | |
| Technology | Other Software | 285M | -16.50% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 740M | +63.32% | |
| Technology | Other Internet Services | 3.14B | -27.80% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 361M | -68.79% | |
| Technology | E-commerce & Auction Services | 309M | -56.53% | |
| Consumer Cyclical | Internet & Mail Order Discount Stores | 674M | -5.91% | |
| Consumer Cyclical | Travel Agents | 1.09B | -35.99% | |
| Technology | Other Internet Services | 12.99B | +67.39% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 3.24B | +28.06% | |
| Financials | Insurance Brokers | 18.79M | -87.25% | |
| Industrials | Data Processing Services | 45.36B | +97.68% | |
| Technology | E-commerce & Auction Services | 298M | -44.48% | |
| Consumer Cyclical | Other Home Furnishings | 10.4M | -86.15% | |
| Consumer Cyclical | Optical Goods Stores | 40.33M | -17.53% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 490M | -49.56% | |
| Technology | Other Internet Services | 251M | -52.05% | |
| Technology | Other Internet Services | 726M | -53.32% | |
| Consumer Non-Cyclical | Retail - Drugs without Grocery | 24.84M | -63.12% | |
| Consumer Cyclical | Used Car Dealers | 222M | -70.03% | |
| Technology | Other Internet Services | 164M | -76.75% | |
| - | - | 691M | - | |
| Industrials | Testing & Measuring Equipment | 53.17M | -16.83% | |
| Technology | Other Software | 7.37M | -57.69% | |
| Industrials | Air Freight | 343M | -1.88% | |
News of the components
| ░░░░ | ░░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░░░░░ ░░░░ ░░░░ ░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░ ░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░░░ ░░░░░░░░░ ░░ ░ ░░░░░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░ ░░░░░░░ ░░ ░ ░░░░░░░ ░░░░░░ ░░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░░░░ ░░░░░░░░░ ░░ ░░░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░ ░░░░░░░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░ ░░░░░░░ ░░ ░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░ ░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░ ░░ ░░░░░░ ░░░░░ ░░░ ░░░░░░░ ░░░ ░░░░░░░ ░░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░ ░░░ ░░ ░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░ ░░░ ░ ░░░░░░░░░░░ ░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░░░ ░ ░░░░ ░░░ ░░░░░░ ░░░░░░░░░░░ ░░ ░░░░░░░ ░░ ░░░░░░░ ░░░░ ░░░░░░░░░░░░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░░ ░░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░ ░░ ░░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░ ░░░ ░░ ░░░░░ ░░░ ░░ ░░░░ ░░░░░░░ ░░ ░░░░░ ░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░ ░ ░░░░░░░░░░░ ░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░ ░░ ░░░░░░░░░░░ ░░░░░░ ░░░░░░ ░░░░ ░░ ░░░ ░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░░░ ░ ░░░░░░░░ ░░░░ ░░░░░ ░░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░ ░░░░░░ ░░░░░░ ░░░ ░░░ ░░░░░ ░░ ░░░░░ ░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░ ░░░░░░░ ░░░░░ ░░░░ ░░ ░░ ░░░ ░░░░ ░░░ ░░░░ | ░░ |
Heatmap
Sector allocation
Ratings chart - MarketScreener
Ratings ESG MSCI
- Stock Market
- Investment Themes
- E-Commerce & Logistics
