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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 | 529.29Cr | +20.19% | |
| Industrials | Other Air Freight & Logistics | 8.06TCr | -4.27% | |
| Industrials | Integrated Logistics Operators | 3.29TCr | +32.91% | |
| Consumer Cyclical | Other Entertainment Production | 1.16TCr | -23.61% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 650.72Cr | -9.22% | |
| Industrials | Other Air Freight & Logistics | 370.1Cr | -4.55% | |
| Industrials | Other Air Freight & Logistics | 648.53Cr | -2.06% | |
| Industrials | Other Air Freight & Logistics | 6.99TCr | +21.51% | |
| Industrials | Other Heavy Machinery & Vehicles | 389.35Cr | +9.85% | |
| Technology | Other Internet Services | 580.86Cr | -13.99% | |
| Technology | Enterprise Software | 25TCr | -5.48% | |
| Industrials | Other Marine Freight & Logistics | 1.93TCr | +48.31% | |
| Technology | Other Internet Services | 494.15Cr | -3.08% | |
| - | - | 7.97TCr | - | |
| Industrials | Other Marine Freight & Logistics | 5.19TCr | +66.26% | |
| Industrials | Integrated Logistics Operators | 138.29Cr | -14.25% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 3.6TCr | -7.44% | |
| Industrials | Other Heavy Machinery & Vehicles | 503.48Cr | -49.60% | |
| Technology | Other Internet Services | 532.23Cr | -12.62% | |
| Financials | Life Insurance | 4.08TCr | +41.50% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 2.83TCr | +35.21% | |
| Technology | E-commerce & Auction Services | 5.18TCr | +34.54% | |
| Industrials | Other Air Freight & Logistics | 6.88TCr | -0.12% | |
| Technology | E-commerce & Auction Services | 712.65Cr | -27.93% | |
| Technology | Search Engines | 1.99TCr | -26.02% | |
| Technology | Enterprise Software | 43TCr | -32.44% | |
| Industrials | Other Air Freight & Logistics | 2.54TCr | +31.14% | |
| Consumer Cyclical | Gift, Novelty & Souvenir Stores | 110.63Cr | +39.01% | |
| Industrials | Other Ground Freight & Logistics | 917.99Cr | +23.15% | |
| Industrials | Other Air Freight & Logistics | 25Cr | -45.92% | |
| Consumer Cyclical | Travel Agents | 12TCr | -25.61% | |
| Consumer Cyclical | Travel Agents | 2.44TCr | -46.06% | |
| Technology | E-commerce & Auction Services | 28TCr | -24.46% | |
| Industrials | Integrated Logistics Operators | 4.12TCr | -28.42% | |
| Technology | Other Computer Hardware | 2.2TCr | +77.31% | |
| Consumer Cyclical | Travel Agents | 3.28TCr | -3.99% | |
| Industrials | Transaction & Payment Services | 4.81TCr | -4.26% | |
| Technology | Other Internet Services | 1.03TCr | -47.25% | |
| Technology | Other Internet Services | 875.54Cr | -37.40% | |
| Industrials | Integrated Logistics Operators | 104.35Cr | -25.79% | |
| Consumer Non-Cyclical | Other Drug Retailers | 162.52Cr | +10.91% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 1.48TCr | +4.13% | |
| Industrials | Other Business Support Services | 164.74Cr | -36.22% | |
| Technology | E-commerce & Auction Services | 12TCr | -28.10% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,78900Cr | +10.54% | |
| Consumer Cyclical | Used Car Dealers | 4.35TCr | -32.85% | |
| Industrials | Commercial Equipment | 544.25Cr | +30.40% | |
| Technology | Financial Technology (Fintech) (NEC) | 2.63TCr | -6.47% | |
| Financials | Other Consumer Lending | 35Cr | -55.27% | |
| Technology | Other Internet Services | 9.76TCr | +22.77% | |
| Technology | Enterprise Software | 727.44Cr | +0.45% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 30Cr | -31.03% | |
| Technology | E-commerce & Auction Services | 23TCr | +7.00% | |
| Technology | Other Internet Services | 15TCr | -15.58% | |
| Technology | Other IT Services & Consulting | 1.3TCr | +25.10% | |
| Technology | Other Software | 5.88TCr | -25.88% | |
| Technology | E-commerce & Auction Services | 9.51TCr | -9.34% | |
| Technology | Cloud Computing Services | 12TCr | +67.61% | |
| Technology | Other Internet Services | 20Cr | +29.32% | |
| Technology | Other Electronic Equipment & Parts | 1.83TCr | +56.22% | |
| Consumer Cyclical | Pet & Pet Supplies Retailers | 792.2Cr | -39.29% | |
| Consumer Cyclical | Travel Agents | 96Cr | -6.44% | |
| Technology | Other IT Services & Consulting | 1.3TCr | -17.31% | |
| Technology | Enterprise Software | 301.54Cr | -5.13% | |
| Technology | Other Internet Services | 1.22TCr | -55.96% | |
| Technology | Other Software | 28Cr | -21.24% | |
| Technology | E-commerce & Auction Services | 5.69TCr | -25.36% | |
| Industrials | Taxi & Limousine | 1.58TCr | -33.81% | |
| Industrials | Other Ground Freight & Logistics | 97Cr | +57.34% | |
| Industrials | Other Ground Freight & Logistics | 2.12TCr | +33.77% | |
| Industrials | Freight Logistics | 236.81Cr | -21.41% | |
| Consumer Non-Cyclical | Other Drug Retailers | 84Cr | +136.64% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 727.65Cr | - | |
| Technology | Other Internet Services | 657.91Cr | -5.45% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 16Cr | -72.80% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 52Cr | +5.38% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 72Cr | +58.20% | |
| Technology | Other Internet Services | 300.23Cr | -30.50% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 34Cr | -68.42% | |
| Technology | E-commerce & Auction Services | 31Cr | -57.06% | |
| Consumer Cyclical | Internet & Mail Order Discount Stores | 75Cr | +0.62% | |
| Consumer Cyclical | Travel Agents | 102.43Cr | -39.29% | |
| Technology | Other Internet Services | 1.26TCr | +64.83% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 327.46Cr | +27.97% | |
| Financials | Insurance Brokers | 2.02Cr | -86.83% | |
| Industrials | Data Processing Services | 5.67TCr | +122.77% | |
| Technology | E-commerce & Auction Services | 31Cr | -42.62% | |
| Consumer Cyclical | Other Home Furnishings | 85.76L | -88.99% | |
| Consumer Cyclical | Optical Goods Stores | 4.05Cr | -10.76% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 45Cr | -52.57% | |
| Technology | Other Internet Services | 26Cr | -53.13% | |
| Technology | Other Internet Services | 74Cr | -54.84% | |
| Consumer Non-Cyclical | Retail - Drugs without Grocery | 2.67Cr | -62.19% | |
| Consumer Cyclical | Used Car Dealers | 25Cr | -68.25% | |
| Technology | Other Internet Services | 16Cr | -78.53% | |
| - | - | 70Cr | - | |
| Industrials | Testing & Measuring Equipment | 5.01Cr | -16.52% | |
| Technology | Other Software | 66.83L | -56.35% | |
| Industrials | Air Freight | 35Cr | -0.62% | |
News of the components
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