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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 | 510.85Cr | +9.10% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 594.39Cr | -17.82% | |
| Industrials | Other Air Freight & Logistics | 9.03TCr | +6.16% | |
| Consumer Cyclical | Other Entertainment Production | 1.67TCr | +7.01% | |
| Industrials | Integrated Logistics Operators | 2.89TCr | +12.12% | |
| Technology | Other Internet Services | 64Cr | -4.40% | |
| Industrials | Other Air Freight & Logistics | 352.01Cr | -12.12% | |
| Industrials | Other Air Freight & Logistics | 6.44TCr | +4.34% | |
| Industrials | Other Air Freight & Logistics | 601.97Cr | +7.42% | |
| Industrials | Other Heavy Machinery & Vehicles | 343.83Cr | -10.34% | |
| Technology | Other Internet Services | 597.5Cr | -16.49% | |
| Industrials | Other Marine Freight & Logistics | 1.49TCr | +13.49% | |
| Technology | Enterprise Software | 21TCr | -28.09% | |
| - | - | 7.45TCr | - | |
| Technology | Other Internet Services | 460.91Cr | -12.89% | |
| Financials | Life Insurance | 3.02TCr | +6.94% | |
| Technology | Other Internet Services | 567.42Cr | -13.30% | |
| Technology | Enterprise Software | 52TCr | -3.80% | |
| Industrials | Integrated Logistics Operators | 155.34Cr | -5.78% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 4.18TCr | +6.66% | |
| Industrials | Other Air Freight & Logistics | 44Cr | -7.87% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 2.41TCr | +10.47% | |
| Technology | E-commerce & Auction Services | 707.92Cr | -17.30% | |
| Industrials | Other Heavy Machinery & Vehicles | 706.79Cr | -33.80% | |
| Industrials | Other Air Freight & Logistics | 9.42TCr | +33.61% | |
| Industrials | Other Business Support Services | 180.27Cr | -30.38% | |
| Technology | E-commerce & Auction Services | 4.72TCr | +21.27% | |
| Consumer Cyclical | Gift, Novelty & Souvenir Stores | 89Cr | +5.12% | |
| Industrials | Other Air Freight & Logistics | 2.01TCr | -0.38% | |
| Industrials | Other Ground Freight & Logistics | 905.57Cr | +18.91% | |
| Technology | Other Computer Hardware | 1.73TCr | +48.63% | |
| Consumer Cyclical | Travel Agents | 15TCr | -16.25% | |
| Technology | Search Engines | 2.17TCr | -11.75% | |
| Technology | E-commerce & Auction Services | 30TCr | -6.93% | |
| Industrials | Integrated Logistics Operators | 6.37TCr | +5.17% | |
| Consumer Cyclical | Travel Agents | 3.36TCr | -6.60% | |
| Consumer Cyclical | Travel Agents | 3.57TCr | -24.98% | |
| Technology | Other Internet Services | 1.46TCr | -19.38% | |
| Technology | Other Internet Services | 8.55TCr | +6.23% | |
| Industrials | Other Marine Freight & Logistics | 3.4TCr | +2.25% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 1.05TCr | -19.71% | |
| Industrials | Integrated Logistics Operators | 144.36Cr | +9.83% | |
| Industrials | Transaction & Payment Services | 4.58TCr | -12.26% | |
| Consumer Non-Cyclical | Other Drug Retailers | 122.21Cr | -20.05% | |
| Technology | Other Internet Services | 1.1TCr | -21.33% | |
| Consumer Cyclical | Pet & Pet Supplies Retailers | 1.16TCr | -18.18% | |
| Technology | Other Software | 25Cr | -24.76% | |
| Financials | Other Consumer Lending | 67Cr | -9.53% | |
| Technology | Enterprise Software | 654.49Cr | -14.54% | |
| Technology | Enterprise Software | 212.04Cr | -35.03% | |
| Technology | E-commerce & Auction Services | 14TCr | -11.76% | |
| Consumer Cyclical | Used Car Dealers | 5.73TCr | -1.24% | |
| Technology | Financial Technology (Fintech) (NEC) | 2.15TCr | -10.55% | |
| Technology | E-commerce & Auction Services | 45Cr | -10.45% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,68800Cr | +10.63% | |
| Technology | E-commerce & Auction Services | 38Cr | -45.90% | |
| Technology | E-commerce & Auction Services | 17TCr | -18.02% | |
| Technology | E-commerce & Auction Services | 41Cr | +9.52% | |
| Consumer Cyclical | Travel Agents | 123.46Cr | +12.98% | |
| Technology | Other Internet Services | 17Cr | +9.77% | |
| Technology | Other IT Services & Consulting | 799.09Cr | -17.56% | |
| Technology | Other Internet Services | 16TCr | -7.50% | |
| Technology | E-commerce & Auction Services | 9.4TCr | -7.61% | |
| Industrials | Freight Logistics | 263.87Cr | -18.25% | |
| Industrials | Commercial Equipment | 409.22Cr | -10.67% | |
| Technology | Other Internet Services | 674.75Cr | -10.66% | |
| Consumer Non-Cyclical | Other Drug Retailers | 45Cr | +17.65% | |
| Technology | Other IT Services & Consulting | 1.18TCr | -28.76% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 56Cr | -54.68% | |
| Technology | Other Software | 5.32TCr | -32.36% | |
| Industrials | Other Ground Freight & Logistics | 66Cr | +0.53% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 38Cr | -15.77% | |
| Industrials | Taxi & Limousine | 1.77TCr | -25.38% | |
| Technology | Other Internet Services | 449.66Cr | -26.00% | |
| Technology | Other Internet Services | 1.63TCr | -42.34% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 38Cr | -24.73% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 627.44Cr | - | |
| Consumer Cyclical | Travel Agents | 128.87Cr | -23.97% | |
| Technology | Other Electronic Equipment & Parts | 1.14TCr | -4.83% | |
| Technology | E-commerce & Auction Services | 6.82TCr | -19.99% | |
| Consumer Cyclical | Other Home Furnishings | 7.19Cr | -4.82% | |
| Industrials | Other Ground Freight & Logistics | 2.67TCr | +62.70% | |
| Technology | Other Internet Services | 30Cr | -42.15% | |
| Consumer Cyclical | Internet & Mail Order Discount Stores | 68Cr | -9.54% | |
| Technology | Cloud Computing Services | 7.31TCr | +5.28% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 244.9Cr | -7.75% | |
| Technology | Other Internet Services | 712.27Cr | -13.47% | |
| Technology | Other Internet Services | 94Cr | -40.35% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 79Cr | -25.45% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 36Cr | -20.63% | |
| Consumer Cyclical | Optical Goods Stores | 5.24Cr | +5.18% | |
| Financials | Insurance Brokers | 5.69Cr | -60.87% | |
| Industrials | Data Processing Services | 3.96TCr | +86.54% | |
| Consumer Non-Cyclical | Retail - Drugs without Grocery | 4.92Cr | -27.50% | |
| Technology | Other IT Services & Consulting | 3.8Cr | -27.13% | |
| Industrials | Air Freight | 36Cr | -0.12% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 32.77L | -95.73% | |
| Consumer Cyclical | Used Car Dealers | 60Cr | -14.54% | |
| - | - | 39Cr | - | |
| Industrials | Testing & Measuring Equipment | 5.76Cr | +4.98% | |
News of the components
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