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 | 541.28Cr | +20.19% | |
| Industrials | Other Air Freight & Logistics | 9.45TCr | +11.95% | |
| Industrials | Integrated Logistics Operators | 3.57TCr | +37.93% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 664.89Cr | -11.93% | |
| Consumer Cyclical | Other Entertainment Production | 1.2TCr | -22.15% | |
| Industrials | Other Air Freight & Logistics | 385.57Cr | -1.63% | |
| Industrials | Other Air Freight & Logistics | 671.76Cr | -0.62% | |
| Industrials | Other Air Freight & Logistics | 7.51TCr | +23.48% | |
| Industrials | Other Heavy Machinery & Vehicles | 358.05Cr | -1.62% | |
| Technology | Other Internet Services | 685.99Cr | +3.67% | |
| Technology | Enterprise Software | 28TCr | +0.74% | |
| Industrials | Other Marine Freight & Logistics | 1.8TCr | +30.66% | |
| Technology | Other Internet Services | 536.18Cr | +4.55% | |
| Industrials | Other Marine Freight & Logistics | 4.49TCr | +41.53% | |
| - | - | 8.15TCr | - | |
| Industrials | Integrated Logistics Operators | 131.94Cr | -20.73% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 3.85TCr | -0.21% | |
| Industrials | Other Heavy Machinery & Vehicles | 500.9Cr | -50.68% | |
| Technology | Other Internet Services | 588.71Cr | -6.82% | |
| Financials | Life Insurance | 4.21TCr | +36.41% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 3.05TCr | +44.81% | |
| Technology | Enterprise Software | 36TCr | -40.92% | |
| Industrials | Other Air Freight & Logistics | 7.42TCr | +9.67% | |
| Technology | E-commerce & Auction Services | 772.96Cr | -21.03% | |
| Technology | Search Engines | 2.05TCr | -23.75% | |
| Consumer Cyclical | Gift, Novelty & Souvenir Stores | 115.06Cr | +40.49% | |
| Technology | E-commerce & Auction Services | 5.42TCr | +41.62% | |
| Industrials | Other Ground Freight & Logistics | 1.03TCr | +41.16% | |
| Industrials | Other Air Freight & Logistics | 26Cr | -56.48% | |
| Industrials | Other Air Freight & Logistics | 2.44TCr | +26.75% | |
| Consumer Cyclical | Travel Agents | 13TCr | -21.24% | |
| Consumer Cyclical | Travel Agents | 2.76TCr | -39.08% | |
| Technology | E-commerce & Auction Services | 27TCr | -26.27% | |
| Industrials | Integrated Logistics Operators | 5.22TCr | -11.64% | |
| Technology | Other Computer Hardware | 1.72TCr | +43.36% | |
| Consumer Cyclical | Travel Agents | 3.23TCr | -3.82% | |
| Industrials | Transaction & Payment Services | 4.9TCr | +0.99% | |
| Technology | Other Internet Services | 1.05TCr | -46.42% | |
| Technology | Other Internet Services | 920.74Cr | -38.25% | |
| Industrials | Integrated Logistics Operators | 102.49Cr | -26.53% | |
| Consumer Non-Cyclical | Other Drug Retailers | 167.43Cr | +8.53% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 1.55TCr | +12.92% | |
| Industrials | Other Business Support Services | 190.1Cr | -25.18% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,81400Cr | +12.73% | |
| Technology | Financial Technology (Fintech) (NEC) | 2.35TCr | -6.41% | |
| Consumer Cyclical | Used Car Dealers | 5.21TCr | -14.60% | |
| Financials | Other Consumer Lending | 54Cr | -27.05% | |
| Technology | Other Internet Services | 10TCr | +25.35% | |
| Industrials | Commercial Equipment | 512.81Cr | +20.32% | |
| Technology | E-commerce & Auction Services | 18TCr | -10.70% | |
| Technology | Enterprise Software | 812.08Cr | +10.31% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 28Cr | -34.85% | |
| Technology | E-commerce & Auction Services | 12TCr | -25.96% | |
| Technology | Other Electronic Equipment & Parts | 1.51TCr | +32.46% | |
| Technology | E-commerce & Auction Services | 7.76TCr | -24.03% | |
| Technology | Other Internet Services | 14TCr | -15.82% | |
| Technology | Other IT Services & Consulting | 1.48TCr | +47.23% | |
| Technology | Other Software | 4.63TCr | -40.71% | |
| Technology | Cloud Computing Services | 8.71TCr | +24.02% | |
| Technology | E-commerce & Auction Services | 6.32TCr | -22.17% | |
| Technology | Other Internet Services | 20Cr | +29.32% | |
| Industrials | Freight Logistics | 283.26Cr | -8.52% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 789.04Cr | - | |
| Consumer Cyclical | Pet & Pet Supplies Retailers | 924.43Cr | -30.41% | |
| Technology | Enterprise Software | 292.65Cr | -7.35% | |
| Consumer Cyclical | Travel Agents | 90Cr | -11.39% | |
| Technology | Other IT Services & Consulting | 1.46TCr | -3.19% | |
| Technology | Other Internet Services | 1.29TCr | -52.33% | |
| Technology | Other Software | 30Cr | -12.14% | |
| Industrials | Taxi & Limousine | 1.42TCr | -40.15% | |
| Industrials | Other Ground Freight & Logistics | 104.09Cr | +68.43% | |
| Industrials | Other Ground Freight & Logistics | 2.06TCr | +29.85% | |
| Consumer Non-Cyclical | Other Drug Retailers | 104.44Cr | +175.63% | |
| Technology | Other Internet Services | 770.45Cr | +7.02% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 16Cr | -69.41% | |
| Technology | Other Internet Services | 320.94Cr | -26.18% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 56Cr | +9.68% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 67Cr | +45.68% | |
| Consumer Cyclical | Internet & Mail Order Discount Stores | 63Cr | -11.53% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 51Cr | -55.26% | |
| Consumer Cyclical | Travel Agents | 86Cr | -49.31% | |
| Technology | Other Internet Services | 1.26TCr | +62.10% | |
| Technology | E-commerce & Auction Services | 30Cr | -57.44% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 377.55Cr | +37.97% | |
| Financials | Insurance Brokers | 1.67Cr | -88.70% | |
| Industrials | Data Processing Services | 3.3TCr | +43.80% | |
| Technology | E-commerce & Auction Services | 30Cr | -44.68% | |
| Consumer Cyclical | Other Home Furnishings | 1.11Cr | -85.29% | |
| Consumer Cyclical | Optical Goods Stores | 3.93Cr | -19.12% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 54Cr | -48.49% | |
| Technology | Other Internet Services | 30Cr | -43.39% | |
| Technology | Other Internet Services | 64Cr | -59.09% | |
| Consumer Non-Cyclical | Retail - Drugs without Grocery | 2.61Cr | -61.25% | |
| Consumer Cyclical | Used Car Dealers | 16Cr | -77.74% | |
| Technology | Other Internet Services | 11Cr | -83.93% | |
| Industrials | Air Freight | 33Cr | -3.12% | |
| - | - | 70Cr | - | |
| Industrials | Testing & Measuring Equipment | 4.75Cr | -21.72% | |
| Technology | Other Software | 71.13L | -61.35% | |
News of the components
| ░░░░ | ░░░░░░░░░░░ ░░ ░ ░░░ ░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░░░ ░░░░░ ░░ ░░░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░ ░░░░░░░ ░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░░░░ ░░░░░░░ ░░░░ ░░░ ░░░░░ ░░░░░░ ░░░ ░░░░ ░░░░░░░░░░░░░░ ░░ ░░░░░░ ░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░ ░ ░░░░ | ░░ |
| ░░░░ | ░░░ ░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░ ░░░░░░░ ░░░░░░░░░ ░░░░░ ░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░ ░░ ░░░░ ░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░ ░░░ ░ ░░░░░░░░ ░ ░░░ ░░░░░░ ░░░░ ░░░░░░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░░░ ░░░ ░░ ░░░░░░░░░░░░░░ ░░ ░░░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░░ ░░░░░ ░░░░░░ ░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░ ░░░░ ░░░░░░░ ░░ ░░░░ ░░░░ ░░░ ░░░░░░░ ░░ ░░░ ░░░░░ ░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░ ░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░░░░░ ░░░░ ░ ░░░░ ░ ░░░ ░░░░░░ ░░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░░░░░ ░ ░░░░ ░ ░░░ ░░░░░░ ░░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░ ░░░░ ░░░░░░░ ░ ░░░░░ ░░░░░░░░ ░░ ░░░░░░ ░░░░░░░░ ░░ ░░░░ ░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░ ░░░░░ ░░ ░░░░ ░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░ ░░░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░░░ ░░ ░░░░░ ░░ ░░░░ ░░ ░░░░░░░ ░░░░░░░░░░░ | ░░ |
| ░░░░ | ░░░░░░░░ ░░░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░░ ░░ ░░░░░░░░ ░░░ ░░░░░░ | ░░ |
| ░░░░ | ░░░░░░ ░░░░░░ ░░░░ ░░░░░░░░ ░░░ ░░░ ░░░░░░░░░░░ ░░░░░ ░░░░░░░░░░░ | ░░ |
Heatmap
Sector allocation
Ratings chart - MarketScreener
Ratings ESG MSCI
- Stock Market
- Investment Themes
- E-Commerce & Logistics
