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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 | 422.74Cr | -4.59% | ||
| Industrials | Other Marine Freight & Logistics | 2.79TCr | -1.01% | ||
| Industrials | Integrated Logistics Operators | 2.55TCr | -15.62% | ||
| Industrials | Other Air Freight & Logistics | 8.4TCr | -21.28% | ||
| Consumer Cyclical | Other Entertainment Production | 1.68TCr | -11.95% | ||
| Consumer Cyclical | Other Apparel & Accessories Retailers | 938.23Cr | -4.95% | ||
| Industrials | Other Air Freight & Logistics | 392.75Cr | -11.07% | ||
| Technology | Other Internet Services | 67Cr | -39.51% | ||
| Industrials | Other Air Freight & Logistics | 5.26TCr | +19.54% | ||
| Industrials | Other Air Freight & Logistics | 449.5Cr | +5.72% | ||
| Technology | Other Internet Services | 957.93Cr | +36.08% | ||
| Industrials | Other Heavy Machinery & Vehicles | 363.31Cr | -2.98% | ||
| - | - | 8.2TCr | - | ||
| Technology | Other Internet Services | 797.2Cr | +20.13% | ||
| Technology | Enterprise Software | 33TCr | +6.28% | ||
| Financials | Life Insurance | 2.73TCr | -11.30% | ||
| Industrials | Other Marine Freight & Logistics | 1.49TCr | -4.15% | ||
| Technology | Other Internet Services | 946.55Cr | +1.77% | ||
| Technology | Enterprise Software | 59TCr | +23.12% | ||
| Industrials | Other Air Freight & Logistics | 5.35TCr | -19.65% | ||
| Industrials | Other Heavy Machinery & Vehicles | 611.11Cr | +31.89% | ||
| Industrials | Integrated Logistics Operators | 171.08Cr | +9.30% | ||
| Industrials | Other Air Freight & Logistics | 49Cr | +11.17% | ||
| Consumer Cyclical | Other Home Furnishings Retailers | 1.97TCr | -14.22% | ||
| Technology | E-commerce & Auction Services | 3.57TCr | +25.29% | ||
| Industrials | Other Air Freight & Logistics | 1.55TCr | +2.58% | ||
| Industrials | Other Business Support Services | 339.6Cr | +15.90% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 4.68TCr | -9.32% | ||
| Technology | E-commerce & Auction Services | 757.91Cr | +10.39% | ||
| Consumer Cyclical | Gift, Novelty & Souvenir Stores | 108.53Cr | +19.62% | ||
| Industrials | Other Ground Freight & Logistics | 626.27Cr | -4.24% | ||
| Technology | E-commerce & Auction Services | 27TCr | +33.28% | ||
| Consumer Cyclical | Travel Agents | 17TCr | +6.75% | ||
| Technology | Other Computer Hardware | 1.05TCr | +6.06% | ||
| Industrials | Integrated Logistics Operators | 5.66TCr | -0.49% | ||
| Technology | Search Engines | 2.72TCr | +35.50% | ||
| Consumer Cyclical | Other Home Furnishings Retailers | 167.97Cr | +62.98% | ||
| Consumer Cyclical | Travel Agents | 2.07TCr | -11.51% | ||
| Industrials | Integrated Logistics Operators | 123.48Cr | +7.46% | ||
| Consumer Non-Cyclical | Retail - Drugs without Grocery | 7.05Cr | -32.78% | ||
| Technology | Other Internet Services | 1.91TCr | +74.35% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 630.16Cr | +11.60% | ||
| Technology | Other Internet Services | 1.2TCr | -6.07% | ||
| Technology | Enterprise Software | 509.24Cr | -27.46% | ||
| Technology | Other Internet Services | 17TCr | +38.89% | ||
| Consumer Cyclical | Used Car Dealers | 4.16TCr | +57.30% | ||
| Technology | Other Software | 9.22TCr | +44.58% | ||
| Technology | E-commerce & Auction Services | 12TCr | +41.36% | ||
| Technology | Other Internet Services | 789.2Cr | -17.88% | ||
| Consumer Cyclical | Travel Agents | 3.7TCr | -18.66% | ||
| Consumer Cyclical | Travel Agents | 155.08Cr | -34.35% | ||
| Consumer Cyclical | Pet & Pet Supplies Retailers | 1.73TCr | +25.14% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,25600Cr | -4.42% | ||
| Technology | Other Internet Services | 886.05Cr | -26.39% | ||
| Technology | E-commerce & Auction Services | 9.98TCr | -15.23% | ||
| Technology | E-commerce & Auction Services | 15TCr | +4.35% | ||
| Technology | E-commerce & Auction Services | 93Cr | +54.57% | ||
| Technology | Other Software | 39Cr | -21.08% | ||
| Industrials | Transaction & Payment Services | 6.67TCr | -17.93% | ||
| Technology | E-commerce & Auction Services | 106.36Cr | -8.45% | ||
| Technology | Enterprise Software | 855.55Cr | -16.60% | ||
| Technology | Other Internet Services | 8.16TCr | +0.24% | ||
| Consumer Cyclical | Travel Agents | 153.99Cr | -12.19% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 257.48Cr | -22.99% | ||
| Industrials | Other Ground Freight & Logistics | 62Cr | -28.34% | ||
| Industrials | Freight Logistics | 309.55Cr | +8.56% | ||
| Industrials | Taxi & Limousine | 2.22TCr | +3.94% | ||
| Technology | Other IT Services & Consulting | 1.14TCr | -31.06% | ||
| Technology | Financial Technology (Fintech) (NEC) | 1.99TCr | +1.90% | ||
| Technology | E-commerce & Auction Services | 14TCr | +0.07% | ||
| Technology | Cloud Computing Services | 6.29TCr | +66.51% | ||
| Technology | Other Internet Services | 16Cr | -5.51% | ||
| Consumer Non-Cyclical | Other Drug Retailers | 212.86Cr | -32.80% | ||
| Consumer Cyclical | Other Apparel & Accessories Retailers | 28Cr | -29.07% | ||
| Technology | Other Internet Services | 441.98Cr | +47.33% | ||
| Technology | Other Electronic Equipment & Parts | 1.48TCr | -23.87% | ||
| Technology | Other IT Services & Consulting | 2.51TCr | -11.40% | ||
| Technology | Other Internet Services | 3.36TCr | +11.26% | ||
| Consumer Cyclical | Optical Goods Stores | 5.88Cr | -6.71% | ||
| Consumer Non-Cyclical | Other Drug Retailers | 38Cr | -68.12% | ||
| Technology | Other Internet Services | 712.69Cr | -21.24% | ||
| Financials | Other Consumer Lending | 47Cr | -10.01% | ||
| Technology | Other Software | 3.01Cr | -29.16% | ||
| Financials | Insurance Brokers | 12Cr | -57.45% | ||
| Consumer Cyclical | Internet & Mail Order Discount Stores | 147.44Cr | +199.92% | ||
| Consumer Cyclical | Other Home Furnishings | 7.87Cr | -9.27% | ||
| Consumer Non-Cyclical | Other Food Retail & Distribution | 148.93Cr | -30.82% | ||
| Industrials | Other Ground Freight & Logistics | 1.42TCr | -8.62% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 576.68Cr | +6.18% | ||
| Industrials | Commercial Equipment | 173.83Cr | -52.30% | ||
| Technology | Other Internet Services | 72Cr | -9.64% | ||
| Technology | E-commerce & Auction Services | 34Cr | +22.11% | ||
| Consumer Cyclical | Other Apparel & Accessories Retailers | 42Cr | -32.12% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 49Cr | -31.60% | ||
| Technology | Other Internet Services | 39Cr | -15.71% | ||
| Technology | Other IT Services & Consulting | 6.99Cr | -51.55% | ||
| Industrials | Data Processing Services | 1.15TCr | +73.18% | ||
| Industrials | Air Freight | 35Cr | -11.66% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 3.25Cr | -80.67% | ||
| Consumer Cyclical | Used Car Dealers | 79Cr | -15.33% | ||
News of the components
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