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 | 5.05B | +12.48% | |
| Industrials | Other Air Freight & Logistics | 93.52B | +12.87% | |
| Consumer Cyclical | Other Entertainment Production | 13.15B | -14.89% | |
| Industrials | Integrated Logistics Operators | 30.02B | +20.53% | |
| Industrials | Other Air Freight & Logistics | 3.68B | -6.73% | |
| Industrials | Other Air Freight & Logistics | 5.24B | -16.70% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 6.34B | -8.33% | |
| Industrials | Other Air Freight & Logistics | 70.56B | +21.29% | |
| Technology | Other Internet Services | 5.91B | -14.28% | |
| Industrials | Other Heavy Machinery & Vehicles | 3.97B | +5.41% | |
| Technology | Other Internet Services | 4.5B | -12.39% | |
| Industrials | Other Marine Freight & Logistics | 13.35B | +3.45% | |
| Financials | Life Insurance | 39.18B | +42.71% | |
| - | - | 85.13B | - | |
| Technology | Enterprise Software | 187B | -30.93% | |
| Industrials | Integrated Logistics Operators | 1.33B | -18.76% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 36.17B | -7.70% | |
| Technology | Other Internet Services | 5.4B | -14.53% | |
| Industrials | Other Business Support Services | 1.43B | -45.05% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 26.36B | +24.58% | |
| Technology | Enterprise Software | 414B | -27.35% | |
| Industrials | Other Heavy Machinery & Vehicles | 6.56B | -36.56% | |
| Industrials | Other Air Freight & Logistics | 379M | -19.61% | |
| Technology | E-commerce & Auction Services | 6.4B | -23.46% | |
| Technology | E-commerce & Auction Services | 50.47B | +31.70% | |
| Industrials | Other Air Freight & Logistics | 21.67B | +11.23% | |
| Consumer Cyclical | Gift, Novelty & Souvenir Stores | 1.06B | +30.74% | |
| Industrials | Other Ground Freight & Logistics | 10.16B | +38.95% | |
| Technology | Other Computer Hardware | 19.1B | +56.87% | |
| Consumer Cyclical | Travel Agents | 140B | -15.06% | |
| Technology | Search Engines | 19.19B | -18.68% | |
| Technology | E-commerce & Auction Services | 223B | -33.05% | |
| Industrials | Integrated Logistics Operators | 59.85B | +1.92% | |
| Technology | Other Internet Services | 87.63B | +9.64% | |
| Consumer Cyclical | Travel Agents | 32.02B | -4.74% | |
| Consumer Cyclical | Travel Agents | 25.81B | -43.25% | |
| Technology | Other Internet Services | 10.23B | -41.10% | |
| Industrials | Other Marine Freight & Logistics | 34.35B | +9.29% | |
| Industrials | Transaction & Payment Services | 39.77B | -21.81% | |
| Industrials | Integrated Logistics Operators | 994M | -18.92% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 12.3B | -7.13% | |
| Consumer Non-Cyclical | Other Drug Retailers | 1.61B | +7.83% | |
| Technology | Other Internet Services | 338M | -54.35% | |
| Technology | Other Internet Services | 10.43B | -21.11% | |
| Financials | Other Consumer Lending | 640M | -14.97% | |
| Technology | Enterprise Software | 2.2B | -31.64% | |
| Consumer Cyclical | Used Car Dealers | 50.41B | -20.04% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,626B | +6.57% | |
| Technology | Enterprise Software | 6.27B | -14.96% | |
| Technology | Financial Technology (Fintech) (NEC) | 28.73B | +12.35% | |
| Industrials | Commercial Equipment | 4.21B | +0.17% | |
| Consumer Cyclical | Pet & Pet Supplies Retailers | 8.72B | -37.28% | |
| Technology | E-commerce & Auction Services | 119B | -27.22% | |
| Technology | E-commerce & Auction Services | 275M | -42.95% | |
| Technology | Other Software | 262M | -22.57% | |
| Consumer Cyclical | Travel Agents | 1.05B | -0.09% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 357M | -17.01% | |
| Industrials | Diversified Industrial Goods Wholesale | 162M | +4.51% | |
| Technology | Other IT Services & Consulting | 9.1B | -8.74% | |
| Technology | Other Internet Services | 147B | -9.03% | |
| Technology | E-commerce & Auction Services | 411M | +2.01% | |
| Technology | Other IT Services & Consulting | 11.34B | -28.01% | |
| Technology | Other Software | 64.31B | -18.30% | |
| Technology | Other Internet Services | 2.1B | -51.53% | |
| Technology | E-commerce & Auction Services | 91.54B | -9.96% | |
| Technology | E-commerce & Auction Services | 156B | -24.28% | |
| Industrials | Other Ground Freight & Logistics | 722M | +19.06% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 512M | -1.08% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 7.12B | - | |
| Industrials | Freight Logistics | 2.71B | -11.92% | |
| Consumer Non-Cyclical | Other Drug Retailers | 551M | +54.20% | |
| Technology | Other Internet Services | 11.72B | -55.58% | |
| Technology | Other Internet Services | 7.48B | +7.50% | |
| Technology | Mobile Application Software | 16.63B | -32.95% | |
| Technology | E-commerce & Auction Services | 59.01B | -24.15% | |
| Industrials | Other Ground Freight & Logistics | 24.28B | +49.21% | |
| Technology | E-commerce & Auction Services | 400M | -43.22% | |
| Technology | Other Electronic Equipment & Parts | 12.87B | +8.99% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 453M | -59.58% | |
| Technology | Cloud Computing Services | 87.5B | +36.36% | |
| Consumer Cyclical | Travel Agents | 1.62B | -5.77% | |
| Consumer Cyclical | Other Home Furnishings | 39.02M | -50.69% | |
| Technology | Other Internet Services | 12.74B | +60.26% | |
| Consumer Cyclical | Internet & Mail Order Discount Stores | 1.01B | +52.47% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2.04B | -25.59% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 648M | -37.64% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 488M | +7.58% | |
| Technology | Other Internet Services | 252M | -50.19% | |
| Financials | Insurance Brokers | 53.64M | -64.78% | |
| Consumer Cyclical | Optical Goods Stores | 45.05M | -3.98% | |
| Industrials | Data Processing Services | 54.54B | +133.19% | |
| Technology | Other Internet Services | 883M | -44.44% | |
| Consumer Non-Cyclical | Retail - Drugs without Grocery | 41.21M | -40.00% | |
| Consumer Cyclical | Used Car Dealers | 375M | -50.74% | |
| Technology | Other IT Services & Consulting | 22.77M | -55.04% | |
| Industrials | Other Air Freight & Logistics | 73.95B | +8.32% | |
| Industrials | Air Freight | 349M | -1.62% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 880K | -98.96% | |
| - | - | 412M | - | |
| Industrials | Testing & Measuring Equipment | 42.99M | -19.77% | |
News of the components
| ░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░ ░░░░ ░░ ░░░░░░░░ ░░░░ ░░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░░ ░░░░ ░░░░ ░░░ ░░░░ ░░ ░░░░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░ ░ ░░░░░░░░░░░ ░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░░░ ░ ░░ ░░░░░░ ░░░░░ ░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░░ ░░░ ░░░░░ ░░ ░░░░░░░░░░░░░ ░░░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░ ░░░░ ░░░░░░░░ ░░ ░░░░░░ ░░░░ ░░░░░░░░░░░ ░░░ ░░░░░░░░░░░░ ░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░ ░░░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░ ░░ ░░░ ░░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░ ░░░░░░ ░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░ ░░░░░ ░░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░░ ░░░░ ░░░░ ░░░░░░░░░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░ ░░░░ ░░░░░░ ░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░░░░░ ░░░░░░░░░░░ ░░ ░░░░░░░ ░░░ ░░░░░░░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░ ░░ ░░░░ ░░░░ ░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░ ░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░ ░░░░ ░░░░░░ ░░░░ ░░░░░░ ░░░░░░░ ░░ ░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░░░░░░░░ ░░ ░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░ ░░░░░░░ ░░ ░░░░ ░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░ ░░░░░░░░░ ░░░░ ░░░░░ ░░░░ ░░░░░░░░░░░░░░░░░░ ░░░░░░ ░░░░░ ░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░ ░░░░░░ ░░░░░░░ | ░░ |
| ░░░░ | ░░░ ░░░░ ░░░░░░░░ ░░░░ ░░ ░░░░░░░ ░░ ░░░░░░░░░░░░ ░░░ ░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░░ | ░░ |
Heatmap
Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Themes
- E-Commerce & Logistics
Choose MarketScreener 
