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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 | 5.09B | +8.37% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 6.1B | -15.49% | |
| Industrials | Other Air Freight & Logistics | 90.44B | +7.31% | |
| Consumer Cyclical | Other Entertainment Production | 16.7B | +5.65% | |
| Industrials | Integrated Logistics Operators | 28.29B | +8.41% | |
| Technology | Other Internet Services | 629M | -7.38% | |
| Industrials | Other Air Freight & Logistics | 3.4B | -16.64% | |
| Industrials | Other Air Freight & Logistics | 65.84B | +7.30% | |
| Industrials | Other Air Freight & Logistics | 5.9B | +5.57% | |
| Industrials | Other Heavy Machinery & Vehicles | 3.53B | -6.42% | |
| Technology | Other Internet Services | 5.96B | -16.26% | |
| Industrials | Other Marine Freight & Logistics | 15.64B | +20.05% | |
| Technology | Enterprise Software | 215B | -25.01% | |
| - | - | 74.29B | - | |
| Technology | Other Internet Services | 4.73B | -10.70% | |
| Financials | Life Insurance | 31.29B | +13.45% | |
| Technology | Other Internet Services | 5.82B | -10.74% | |
| Technology | Enterprise Software | 503B | -10.18% | |
| Industrials | Integrated Logistics Operators | 1.51B | -7.62% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 43.32B | +10.10% | |
| Industrials | Other Air Freight & Logistics | 463M | -4.16% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 23.65B | +11.25% | |
| Technology | E-commerce & Auction Services | 7.49B | -11.87% | |
| Industrials | Other Heavy Machinery & Vehicles | 7.53B | -28.72% | |
| Industrials | Other Air Freight & Logistics | 93.62B | +35.84% | |
| Industrials | Other Business Support Services | 1.83B | -27.85% | |
| Technology | E-commerce & Auction Services | 46.88B | +20.15% | |
| Consumer Cyclical | Gift, Novelty & Souvenir Stores | 894M | +6.40% | |
| Industrials | Other Air Freight & Logistics | 19.59B | -1.15% | |
| Industrials | Other Ground Freight & Logistics | 8.9B | +18.67% | |
| Technology | Other Computer Hardware | 17.23B | +42.66% | |
| Consumer Cyclical | Travel Agents | 152B | -10.37% | |
| Technology | Search Engines | 22.17B | -10.72% | |
| Technology | E-commerce & Auction Services | 316B | -3.80% | |
| Industrials | Integrated Logistics Operators | 64.25B | +6.04% | |
| Consumer Cyclical | Travel Agents | 32.57B | -6.17% | |
| Consumer Cyclical | Travel Agents | 36.07B | -23.25% | |
| Technology | Other Internet Services | 15.08B | -16.81% | |
| Technology | Other Internet Services | 84.86B | +4.30% | |
| Industrials | Other Marine Freight & Logistics | 34.81B | +4.37% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 10.63B | -19.00% | |
| Industrials | Integrated Logistics Operators | 1.46B | +12.90% | |
| Industrials | Transaction & Payment Services | 45.71B | -12.97% | |
| Consumer Non-Cyclical | Other Drug Retailers | 1.2B | -22.43% | |
| Technology | Other Internet Services | 11.47B | -16.87% | |
| Consumer Cyclical | Pet & Pet Supplies Retailers | 11.47B | -16.73% | |
| Technology | Other Software | 242M | -28.64% | |
| Financials | Other Consumer Lending | 665M | -9.66% | |
| Technology | Enterprise Software | 6.58B | -13.11% | |
| Technology | E-commerce & Auction Services | 149B | -7.58% | |
| Technology | Enterprise Software | 2.15B | -35.35% | |
| Consumer Cyclical | Used Car Dealers | 55.41B | -8.17% | |
| Technology | Financial Technology (Fintech) (NEC) | 21.49B | -13.34% | |
| Technology | E-commerce & Auction Services | 457M | -8.46% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,695B | +8.55% | |
| Technology | E-commerce & Auction Services | 392M | -44.79% | |
| Technology | E-commerce & Auction Services | 171B | -18.53% | |
| Technology | E-commerce & Auction Services | 398M | +5.13% | |
| Consumer Cyclical | Travel Agents | 1.23B | +11.71% | |
| Technology | Other Internet Services | 182M | +18.05% | |
| Technology | Other IT Services & Consulting | 7.86B | -23.43% | |
| Technology | Other Internet Services | 157B | -5.62% | |
| Technology | E-commerce & Auction Services | 94.09B | -7.87% | |
| Industrials | Freight Logistics | 2.68B | -15.33% | |
| Industrials | Commercial Equipment | 4.01B | -5.25% | |
| Technology | Other Internet Services | 6.91B | -7.06% | |
| Consumer Non-Cyclical | Other Drug Retailers | 408M | +11.09% | |
| Technology | Other IT Services & Consulting | 11.43B | -30.92% | |
| Technology | Other Software | 55.94B | -28.41% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 561M | -51.32% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 5.96B | - | |
| Industrials | Other Ground Freight & Logistics | 683M | +3.48% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 383M | -14.33% | |
| Technology | Other Internet Services | 3.98B | -34.32% | |
| Industrials | Taxi & Limousine | 17.35B | -27.08% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 382M | -24.73% | |
| Consumer Cyclical | Travel Agents | 1.31B | -21.77% | |
| Technology | Other Electronic Equipment & Parts | 11.34B | -3.46% | |
| Technology | Other Internet Services | 16.67B | -40.93% | |
| Technology | E-commerce & Auction Services | 68.21B | -16.26% | |
| Consumer Cyclical | Other Home Furnishings | 68.33M | -8.91% | |
| Industrials | Other Ground Freight & Logistics | 26.42B | +65.57% | |
| Technology | Other Internet Services | 297M | -42.77% | |
| Consumer Cyclical | Internet & Mail Order Discount Stores | 579M | -19.31% | |
| Technology | Cloud Computing Services | 70.74B | +1.95% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2.3B | -13.64% | |
| Technology | Other Internet Services | 7.46B | -6.73% | |
| Technology | Other Internet Services | 1.01B | -34.67% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 775M | -26.00% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 369M | -19.75% | |
| Consumer Cyclical | Optical Goods Stores | 53.06M | +4.38% | |
| Technology | Other Software | 10.02M | -41.15% | |
| Financials | Insurance Brokers | 57.17M | -60.00% | |
| Industrials | Data Processing Services | 39.76B | +87.73% | |
| Consumer Non-Cyclical | Retail - Drugs without Grocery | 49.8M | -27.19% | |
| Technology | Other IT Services & Consulting | 39.54M | -15.25% | |
| Industrials | Air Freight | 359M | +0.25% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 5.43M | -93.86% | |
| Consumer Cyclical | Used Car Dealers | 610M | -12.17% | |
| - | - | 400M | - | |
News of the components
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