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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 | 5.19B | +17.86% | |
| Industrials | Other Air Freight & Logistics | 81.11B | -4.01% | |
| Industrials | Integrated Logistics Operators | 32.53B | +34.31% | |
| Consumer Cyclical | Other Entertainment Production | 11.58B | -22.86% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 6.39B | -9.45% | |
| Industrials | Other Air Freight & Logistics | 3.7B | -4.26% | |
| Industrials | Other Air Freight & Logistics | 6.4B | -3.09% | |
| Industrials | Other Air Freight & Logistics | 70.19B | +20.95% | |
| Industrials | Other Heavy Machinery & Vehicles | 3.93B | +8.84% | |
| Technology | Other Internet Services | 5.68B | -12.88% | |
| Technology | Enterprise Software | 251B | -5.45% | |
| Industrials | Other Marine Freight & Logistics | 18.71B | +48.82% | |
| Technology | Other Internet Services | 4.81B | -3.93% | |
| - | - | 81.22B | - | |
| Industrials | Other Marine Freight & Logistics | 52.32B | +68.51% | |
| Industrials | Integrated Logistics Operators | 1.37B | -15.30% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 35.91B | -6.83% | |
| Industrials | Other Heavy Machinery & Vehicles | 4.96B | -49.99% | |
| Technology | Other Internet Services | 5.12B | -13.51% | |
| Financials | Life Insurance | 40.57B | +43.35% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 28.13B | +35.75% | |
| Technology | E-commerce & Auction Services | 51.02B | +32.78% | |
| Industrials | Other Air Freight & Logistics | 69.16B | +0.89% | |
| Technology | E-commerce & Auction Services | 7.12B | -27.36% | |
| Technology | Enterprise Software | 416B | -28.52% | |
| Industrials | Other Air Freight & Logistics | 25.14B | +29.90% | |
| Consumer Cyclical | Gift, Novelty & Souvenir Stores | 1.08B | +38.42% | |
| Industrials | Other Ground Freight & Logistics | 9.11B | +23.62% | |
| Industrials | Other Air Freight & Logistics | 247M | -45.23% | |
| Consumer Cyclical | Travel Agents | 119B | -26.13% | |
| Technology | Search Engines | 20.26B | -25.57% | |
| Consumer Cyclical | Travel Agents | 24.41B | -46.11% | |
| Technology | E-commerce & Auction Services | 275B | -24.97% | |
| Industrials | Integrated Logistics Operators | 41.24B | -28.42% | |
| Technology | Other Computer Hardware | 21.78B | +82.88% | |
| Consumer Cyclical | Travel Agents | 32.22B | -3.69% | |
| Industrials | Transaction & Payment Services | 47.95B | -4.21% | |
| Technology | Other Internet Services | 10.61B | -46.76% | |
| Technology | Other Internet Services | 9.07B | -36.74% | |
| Industrials | Integrated Logistics Operators | 1.04B | -26.53% | |
| Consumer Non-Cyclical | Other Drug Retailers | 1.61B | +9.60% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 14.54B | +7.05% | |
| Industrials | Other Business Support Services | 1.56B | -36.34% | |
| Technology | E-commerce & Auction Services | 115B | -27.72% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,799B | +13.13% | |
| Consumer Cyclical | Used Car Dealers | 42.84B | -30.28% | |
| Industrials | Commercial Equipment | 5.46B | +30.40% | |
| Technology | Financial Technology (Fintech) (NEC) | 26.53B | +4.97% | |
| Financials | Other Consumer Lending | 348M | -53.38% | |
| Technology | Other Internet Services | 96.4B | +20.51% | |
| Technology | Enterprise Software | 7.08B | +0.90% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 310M | -27.82% | |
| Technology | E-commerce & Auction Services | 231B | +10.55% | |
| Technology | Other Internet Services | 146B | -12.70% | |
| Technology | Other IT Services & Consulting | 12.7B | +29.05% | |
| Technology | Other Software | 58.73B | -24.64% | |
| Technology | E-commerce & Auction Services | 95.94B | -6.12% | |
| Technology | Cloud Computing Services | 125B | +79.81% | |
| Technology | Other Internet Services | 198M | +26.88% | |
| Technology | Other Electronic Equipment & Parts | 18.36B | +58.91% | |
| Consumer Cyclical | Pet & Pet Supplies Retailers | 7.84B | -40.20% | |
| Consumer Cyclical | Travel Agents | 927M | -4.81% | |
| Technology | Other IT Services & Consulting | 12.96B | -16.63% | |
| Technology | Enterprise Software | 3.05B | -5.46% | |
| Technology | Other Internet Services | 11.84B | -56.38% | |
| Technology | Other Software | 289M | -14.32% | |
| Technology | E-commerce & Auction Services | 56.47B | -30.01% | |
| Industrials | Taxi & Limousine | 15.91B | -33.71% | |
| Industrials | Other Ground Freight & Logistics | 21.14B | +31.84% | |
| Industrials | Freight Logistics | 2.38B | -21.65% | |
| Industrials | Other Ground Freight & Logistics | 942M | +58.13% | |
| Consumer Non-Cyclical | Other Drug Retailers | 811M | +130.59% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 7.06B | - | |
| Technology | Other Internet Services | 6.5B | -3.12% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 154M | -69.87% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 516M | +3.83% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 720M | +61.55% | |
| Technology | Other Internet Services | 3.1B | -28.65% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 349M | -69.15% | |
| Technology | E-commerce & Auction Services | 310M | -56.30% | |
| Consumer Cyclical | Internet & Mail Order Discount Stores | 751M | +3.69% | |
| Consumer Cyclical | Travel Agents | 1.02B | -40.21% | |
| Technology | Other Internet Services | 12.5B | +63.07% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 3.31B | +25.25% | |
| Financials | Insurance Brokers | 21.14M | -85.97% | |
| Industrials | Data Processing Services | 57.58B | +141.58% | |
| Technology | E-commerce & Auction Services | 329M | -39.44% | |
| Consumer Cyclical | Other Home Furnishings | 8.18M | -89.23% | |
| Consumer Cyclical | Optical Goods Stores | 40.62M | -15.94% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 427M | -54.95% | |
| Technology | Other Internet Services | 257M | -49.50% | |
| Technology | Other Internet Services | 761M | -51.40% | |
| Consumer Non-Cyclical | Retail - Drugs without Grocery | 26.53M | -59.84% | |
| Consumer Cyclical | Used Car Dealers | 249M | -66.76% | |
| Technology | Other Internet Services | 154M | -77.64% | |
| - | - | 695M | - | |
| Industrials | Testing & Measuring Equipment | 50.32M | -18.10% | |
| Technology | Other Software | 6.75M | -61.35% | |
| Industrials | Air Freight | 350M | -0.75% | |
News of the components
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