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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 | 5.23B | +16.73% | |
| Industrials | Other Air Freight & Logistics | 80.46B | -3.88% | |
| Industrials | Integrated Logistics Operators | 32.66B | +33.49% | |
| Consumer Cyclical | Other Entertainment Production | 11.54B | -23.03% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 6.4B | -10.61% | |
| Industrials | Other Air Freight & Logistics | 3.74B | -4.26% | |
| Industrials | Other Air Freight & Logistics | 6.5B | -4.43% | |
| Industrials | Other Air Freight & Logistics | 69.44B | +21.42% | |
| Industrials | Other Heavy Machinery & Vehicles | 3.9B | +9.96% | |
| Technology | Other Internet Services | 5.62B | -14.51% | |
| Technology | Enterprise Software | 247B | -6.67% | |
| Industrials | Other Marine Freight & Logistics | 52.45B | +70.08% | |
| Industrials | Other Marine Freight & Logistics | 18.75B | +47.14% | |
| Technology | Other Internet Services | 4.8B | -5.31% | |
| - | - | 78.93B | - | |
| Industrials | Integrated Logistics Operators | 1.35B | -16.29% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 36.41B | -6.90% | |
| Industrials | Other Heavy Machinery & Vehicles | 5.01B | -50.40% | |
| Technology | Other Internet Services | 5.06B | -15.54% | |
| Financials | Life Insurance | 40.68B | +44.11% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 28.48B | +33.75% | |
| Technology | E-commerce & Auction Services | 49.92B | +31.63% | |
| Industrials | Other Air Freight & Logistics | 69.04B | +1.17% | |
| Technology | E-commerce & Auction Services | 7.14B | -27.30% | |
| Technology | Enterprise Software | 429B | -29.51% | |
| Industrials | Other Air Freight & Logistics | 25.12B | +29.80% | |
| Consumer Cyclical | Gift, Novelty & Souvenir Stores | 1.1B | +36.75% | |
| Industrials | Other Ground Freight & Logistics | 9.15B | +24.10% | |
| Industrials | Other Air Freight & Logistics | 250M | -46.01% | |
| Consumer Cyclical | Travel Agents | 120B | -26.04% | |
| Technology | Search Engines | 20.53B | -25.57% | |
| Consumer Cyclical | Travel Agents | 24.5B | -46.10% | |
| Technology | E-commerce & Auction Services | 277B | -24.42% | |
| Industrials | Integrated Logistics Operators | 41.72B | -28.42% | |
| Technology | Other Computer Hardware | 21.81B | +81.76% | |
| Consumer Cyclical | Travel Agents | 32.91B | -5.24% | |
| Industrials | Transaction & Payment Services | 47.5B | -3.99% | |
| Technology | Other Internet Services | 10.65B | -46.76% | |
| Technology | Other Internet Services | 9.1B | -36.26% | |
| Industrials | Integrated Logistics Operators | 1.03B | -26.53% | |
| Consumer Non-Cyclical | Other Drug Retailers | 1.66B | +7.76% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 14.48B | +5.71% | |
| Industrials | Other Business Support Services | 1.59B | -38.74% | |
| Technology | E-commerce & Auction Services | 116B | -28.64% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,831B | +12.44% | |
| Industrials | Commercial Equipment | 5.59B | +31.41% | |
| Technology | Financial Technology (Fintech) (NEC) | 27.23B | +5.64% | |
| Consumer Cyclical | Used Car Dealers | 45.88B | -29.49% | |
| Financials | Other Consumer Lending | 354M | -53.31% | |
| Technology | Other Internet Services | 97.79B | +20.47% | |
| Technology | Enterprise Software | 7.08B | -1.89% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 310M | -27.75% | |
| Technology | E-commerce & Auction Services | 220B | +11.34% | |
| Technology | Other Internet Services | 146B | -12.50% | |
| Technology | Other IT Services & Consulting | 11.95B | +25.72% | |
| Technology | Other Software | 58.34B | -24.84% | |
| Technology | Cloud Computing Services | 129B | +77.97% | |
| Technology | Other Internet Services | 192M | +27.82% | |
| Technology | Other Electronic Equipment & Parts | 18.32B | +59.84% | |
| Consumer Cyclical | Pet & Pet Supplies Retailers | 7.62B | -41.00% | |
| Consumer Cyclical | Travel Agents | 953M | -7.44% | |
| Technology | Other IT Services & Consulting | 13.22B | -17.54% | |
| Technology | Enterprise Software | 3.05B | -5.08% | |
| Technology | E-commerce & Auction Services | 95.81B | -6.05% | |
| Technology | Other Internet Services | 12.02B | -56.56% | |
| Technology | Other Software | 288M | -15.29% | |
| Technology | E-commerce & Auction Services | 56.23B | -30.49% | |
| Industrials | Taxi & Limousine | 16.23B | -33.14% | |
| Industrials | Other Ground Freight & Logistics | 948M | +54.17% | |
| Industrials | Other Ground Freight & Logistics | 21.48B | +32.82% | |
| Industrials | Freight Logistics | 2.39B | -20.68% | |
| Consumer Non-Cyclical | Other Drug Retailers | 809M | +125.38% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 7.04B | - | |
| Technology | Other Internet Services | 6.42B | -4.74% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 161M | -70.33% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 522M | +4.30% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 738M | +60.67% | |
| Technology | Other Internet Services | 3.2B | -28.61% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 361M | -69.66% | |
| Technology | E-commerce & Auction Services | 313M | -56.38% | |
| Consumer Cyclical | Travel Agents | 1.02B | -40.11% | |
| Financials | Insurance Brokers | 22.42M | -85.65% | |
| Consumer Cyclical | Internet & Mail Order Discount Stores | 758M | +4.83% | |
| Technology | Other Internet Services | 12.45B | +62.19% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 3.27B | +27.46% | |
| Industrials | Data Processing Services | 60.6B | +150.95% | |
| Technology | E-commerce & Auction Services | 398M | -39.44% | |
| Consumer Cyclical | Other Home Furnishings | 8.14M | -89.11% | |
| Consumer Cyclical | Optical Goods Stores | 41.68M | -15.54% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 433M | -56.87% | |
| Technology | Other Internet Services | 267M | -50.97% | |
| Technology | Other Internet Services | 782M | -51.08% | |
| Consumer Non-Cyclical | Retail - Drugs without Grocery | 27.05M | -60.62% | |
| Consumer Cyclical | Used Car Dealers | 249M | -66.47% | |
| Technology | Other Internet Services | 161M | -78.22% | |
| - | - | 697M | - | |
| Industrials | Air Freight | 348M | -0.75% | |
| Industrials | Testing & Measuring Equipment | 51.51M | -18.10% | |
| Technology | Other Software | 6.77M | -60.77% | |
News of the components
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