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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 | 4.66B | +2.46% | |
| Industrials | Other Marine Freight & Logistics | 36.85B | +14.89% | |
| Consumer Cyclical | Other Entertainment Production | 14.2B | -7.84% | |
| Industrials | Other Air Freight & Logistics | 82.54B | -2.00% | |
| Industrials | Integrated Logistics Operators | 25.77B | +0.06% | |
| Technology | Other Internet Services | 570M | -16.02% | |
| Industrials | Other Air Freight & Logistics | 3.53B | -11.83% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 6.34B | -11.31% | |
| Industrials | Other Air Freight & Logistics | 5.81B | +4.95% | |
| Industrials | Other Heavy Machinery & Vehicles | 3.17B | -13.37% | |
| Industrials | Other Air Freight & Logistics | 57.48B | -3.60% | |
| Technology | Other Internet Services | 5.79B | -16.55% | |
| Industrials | Other Marine Freight & Logistics | 14.38B | +11.07% | |
| Technology | Enterprise Software | 222B | -20.12% | |
| Technology | Other Internet Services | 4.65B | -10.70% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 38.83B | -1.32% | |
| Financials | Life Insurance | 31.36B | +7.88% | |
| - | - | 73.82B | - | |
| Technology | Other Internet Services | 5.4B | -15.62% | |
| Industrials | Integrated Logistics Operators | 1.58B | -3.67% | |
| Industrials | Other Heavy Machinery & Vehicles | 6.88B | -32.84% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 21.49B | +0.78% | |
| Technology | Enterprise Software | 446B | -20.42% | |
| Industrials | Other Air Freight & Logistics | 82.69B | +21.75% | |
| Technology | E-commerce & Auction Services | 7.66B | -9.55% | |
| Technology | E-commerce & Auction Services | 40.92B | +4.87% | |
| Consumer Cyclical | Gift, Novelty & Souvenir Stores | 856M | +3.20% | |
| Industrials | Other Air Freight & Logistics | 19.03B | -4.34% | |
| Industrials | Other Ground Freight & Logistics | 7.37B | -1.81% | |
| Industrials | Other Business Support Services | 1.94B | -23.83% | |
| Technology | Other Computer Hardware | 12.35B | +1.94% | |
| Consumer Cyclical | Travel Agents | 134B | -20.80% | |
| Technology | Search Engines | 22.23B | -8.04% | |
| Technology | E-commerce & Auction Services | 302B | -7.76% | |
| Industrials | Integrated Logistics Operators | 57.84B | -1.52% | |
| Consumer Cyclical | Travel Agents | 27.98B | -19.39% | |
| Consumer Cyclical | Travel Agents | 33.8B | -28.08% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 9.9B | -24.56% | |
| Technology | Other Internet Services | 75.72B | -6.94% | |
| Technology | Other Internet Services | 14.85B | -15.81% | |
| Industrials | Transaction & Payment Services | 41.34B | -23.09% | |
| Industrials | Integrated Logistics Operators | 1.49B | +18.29% | |
| Consumer Non-Cyclical | Other Drug Retailers | 924M | -38.34% | |
| Technology | Other Internet Services | 10.41B | -23.75% | |
| Technology | Other Software | 225M | -33.50% | |
| Financials | Other Consumer Lending | 553M | -24.77% | |
| Consumer Cyclical | Pet & Pet Supplies Retailers | 10.57B | -22.93% | |
| Consumer Cyclical | Used Car Dealers | 42.84B | -28.88% | |
| Technology | E-commerce & Auction Services | 146B | -9.47% | |
| Technology | Enterprise Software | 2.26B | -32.07% | |
| Consumer Non-Cyclical | Other Drug Retailers | 277M | -24.47% | |
| Technology | Financial Technology (Fintech) (NEC) | 15.62B | -37.01% | |
| Technology | Enterprise Software | 6.23B | -17.35% | |
| Technology | E-commerce & Auction Services | 386M | -47.06% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,229B | -10.03% | |
| Technology | E-commerce & Auction Services | 160B | -23.61% | |
| Technology | Other Internet Services | 151B | -10.26% | |
| Technology | E-commerce & Auction Services | 338M | -10.26% | |
| Technology | Other Internet Services | 139M | -9.77% | |
| Technology | Other Internet Services | 6.87B | -7.10% | |
| Consumer Cyclical | Travel Agents | 991M | -9.48% | |
| Consumer Cyclical | Internet & Mail Order Discount Stores | 393M | -45.26% | |
| Technology | E-commerce & Auction Services | 84.66B | -17.09% | |
| Technology | Other IT Services & Consulting | 8.43B | -18.77% | |
| Industrials | Freight Logistics | 2.46B | -19.83% | |
| Industrials | Commercial Equipment | 3.47B | -14.82% | |
| Technology | Other IT Services & Consulting | 10.83B | -34.54% | |
| Technology | E-commerce & Auction Services | 462M | -4.98% | |
| Technology | Other Software | 50.91B | -32.59% | |
| Consumer Cyclical | Travel Agents | 1.06B | -36.54% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 575M | -48.83% | |
| Technology | Cloud Computing Services | 74.78B | +7.76% | |
| Industrials | Other Ground Freight & Logistics | 565M | -12.14% | |
| Technology | Other Internet Services | 296M | -42.85% | |
| Technology | Other Electronic Equipment & Parts | 9.97B | -16.51% | |
| Technology | E-commerce & Auction Services | 59.91B | -26.48% | |
| Technology | Other Internet Services | 5.14B | -15.21% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 437M | -11.83% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 424M | -4.68% | |
| Technology | Other Internet Services | 18.32B | -35.11% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 5.01B | - | |
| Industrials | Other Ground Freight & Logistics | 21.29B | +33.70% | |
| Industrials | Taxi & Limousine | 18.35B | -25.38% | |
| Consumer Cyclical | Other Home Furnishings | 76.43M | +2.26% | |
| Technology | Other Internet Services | 5.77B | -25.55% | |
| Industrials | Other Air Freight & Logistics | 432M | -7.58% | |
| Consumer Cyclical | Optical Goods Stores | 51.61M | +5.18% | |
| Technology | Other Internet Services | 894M | -42.19% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 788M | -21.71% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2.18B | -15.95% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 368M | -17.99% | |
| Technology | Other Software | 7.73M | -53.08% | |
| Technology | Other IT Services & Consulting | 31.54M | -31.27% | |
| Financials | Insurance Brokers | 48.47M | -66.09% | |
| Industrials | Data Processing Services | 28.58B | +34.94% | |
| Consumer Non-Cyclical | Retail - Drugs without Grocery | 52.58M | -23.12% | |
| Industrials | Air Freight | 352M | +0.62% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 27.11M | -71.56% | |
| Consumer Cyclical | Used Car Dealers | 724M | +4.15% | |
| - | - | 374M | - | |
News of the components
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