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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 | 5.21B | +14.48% | |
| Industrials | Other Air Freight & Logistics | 100B | +18.68% | |
| Consumer Cyclical | Other Entertainment Production | 12.9B | -16.31% | |
| Industrials | Integrated Logistics Operators | 30.97B | +22.80% | |
| Technology | Other Internet Services | 272M | -61.20% | |
| Industrials | Other Air Freight & Logistics | 3.76B | -7.00% | |
| Industrials | Other Air Freight & Logistics | 5.32B | -11.13% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 6.48B | -7.59% | |
| Industrials | Other Air Freight & Logistics | 72.1B | +21.76% | |
| Technology | Other Internet Services | 5.81B | -15.68% | |
| Industrials | Other Heavy Machinery & Vehicles | 3.99B | +9.25% | |
| - | - | 82.87B | - | |
| Technology | Other Internet Services | 4.49B | -13.20% | |
| Industrials | Other Marine Freight & Logistics | 14.18B | +12.37% | |
| Technology | Enterprise Software | 184B | -33.80% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 40B | +3.21% | |
| Industrials | Integrated Logistics Operators | 1.37B | -16.22% | |
| Technology | Other Internet Services | 5.26B | -15.02% | |
| Financials | Life Insurance | 39.22B | +41.11% | |
| Industrials | Other Business Support Services | 1.49B | -41.25% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 26.89B | +27.90% | |
| Technology | Enterprise Software | 364B | -35.14% | |
| Industrials | Other Heavy Machinery & Vehicles | 6.13B | -40.10% | |
| Industrials | Other Air Freight & Logistics | 363M | -22.44% | |
| Technology | E-commerce & Auction Services | 6.96B | -18.03% | |
| Technology | E-commerce & Auction Services | 49.75B | +28.66% | |
| Industrials | Other Air Freight & Logistics | 23.91B | +22.68% | |
| Consumer Cyclical | Gift, Novelty & Souvenir Stores | 1.08B | +32.91% | |
| Industrials | Other Ground Freight & Logistics | 10.52B | +42.02% | |
| Technology | Other Computer Hardware | 19.4B | +61.50% | |
| Consumer Cyclical | Travel Agents | 141B | -15.19% | |
| Technology | Search Engines | 19.12B | -21.65% | |
| Technology | E-commerce & Auction Services | 262B | -21.57% | |
| Industrials | Integrated Logistics Operators | 61.84B | +4.83% | |
| Technology | Other Internet Services | 86.64B | +7.56% | |
| Consumer Cyclical | Travel Agents | 26.73B | -40.97% | |
| Technology | Other Internet Services | 10.64B | -40.27% | |
| Consumer Cyclical | Travel Agents | 32.26B | -5.13% | |
| Industrials | Other Marine Freight & Logistics | 36.93B | +15.98% | |
| Industrials | Transaction & Payment Services | 49.89B | -3.12% | |
| Industrials | Integrated Logistics Operators | 972M | -23.36% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 11.79B | -11.05% | |
| Consumer Non-Cyclical | Other Drug Retailers | 1.55B | +3.53% | |
| Technology | Other Internet Services | 13.54B | +71.48% | |
| Technology | Other Internet Services | 10.73B | -20.41% | |
| Financials | Other Consumer Lending | 645M | -12.88% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,659B | +7.11% | |
| Consumer Cyclical | Used Car Dealers | 48.23B | -20.22% | |
| Technology | Enterprise Software | 6.35B | -13.74% | |
| Technology | Financial Technology (Fintech) (NEC) | 25.48B | +2.20% | |
| Industrials | Commercial Equipment | 3.89B | -5.50% | |
| Technology | E-commerce & Auction Services | 120B | -25.80% | |
| Consumer Cyclical | Pet & Pet Supplies Retailers | 8.57B | -36.67% | |
| Technology | Other Software | 251M | -26.21% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 357M | -20.11% | |
| Industrials | Diversified Industrial Goods Wholesale | 146M | -5.64% | |
| Consumer Cyclical | Travel Agents | 1.05B | +1.81% | |
| Technology | Enterprise Software | 2.41B | -26.41% | |
| Technology | Other IT Services & Consulting | 9.66B | -5.84% | |
| Technology | Other Internet Services | 147B | -11.32% | |
| Technology | Other IT Services & Consulting | 12.49B | -23.96% | |
| Technology | Other Software | 63.73B | -18.44% | |
| Technology | E-commerce & Auction Services | 408M | -7.88% | |
| Technology | Other Internet Services | 2.15B | -50.48% | |
| Technology | E-commerce & Auction Services | 91.96B | -9.95% | |
| Technology | E-commerce & Auction Services | 161B | -23.24% | |
| Industrials | Other Ground Freight & Logistics | 826M | +29.88% | |
| Industrials | Freight Logistics | 2.66B | -13.50% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 7.98B | - | |
| Consumer Non-Cyclical | Other Drug Retailers | 646M | +79.16% | |
| Technology | Other Internet Services | 12.16B | -55.71% | |
| Technology | Other Internet Services | 7.7B | +10.14% | |
| Technology | Mobile Application Software | 15.91B | -33.14% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 525M | +4.30% | |
| Industrials | Other Ground Freight & Logistics | 25.25B | +58.21% | |
| Technology | E-commerce & Auction Services | 403M | -43.22% | |
| Technology | Other Electronic Equipment & Parts | 12.74B | +10.12% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 420M | -62.28% | |
| Technology | E-commerce & Auction Services | 65.88B | -19.02% | |
| Technology | Cloud Computing Services | 98.55B | +40.84% | |
| Consumer Cyclical | Travel Agents | 1.7B | +0.14% | |
| Consumer Cyclical | Other Home Furnishings | 31.53M | -98.32% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 1.85B | -30.00% | |
| Consumer Cyclical | Internet & Mail Order Discount Stores | 1.06B | +58.04% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 556M | +21.87% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 612M | -39.72% | |
| Technology | Other Internet Services | 248M | -52.67% | |
| Technology | E-commerce & Auction Services | 262M | -46.50% | |
| Consumer Cyclical | Optical Goods Stores | 45.93M | -6.77% | |
| Financials | Insurance Brokers | 47.29M | -67.61% | |
| Industrials | Data Processing Services | 45.5B | +112.31% | |
| Technology | Other Internet Services | 805M | -47.96% | |
| Consumer Non-Cyclical | Retail - Drugs without Grocery | 41.42M | -38.44% | |
| Consumer Cyclical | Used Car Dealers | 371M | -50.00% | |
| Technology | Other IT Services & Consulting | 20.46M | -56.59% | |
| Industrials | Other Air Freight & Logistics | 74.68B | +8.35% | |
| Industrials | Air Freight | 336M | -3.38% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 489K | -99.44% | |
| - | - | 421M | - | |
| Industrials | Testing & Measuring Equipment | 43.52M | -21.09% | |
News of the components
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