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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 | 538.22Cr | +18.19% | |
| Industrials | Other Air Freight & Logistics | 8.71TCr | +0.29% | |
| Industrials | Integrated Logistics Operators | 3.16TCr | +26.89% | |
| Consumer Cyclical | Other Entertainment Production | 1.2TCr | -22.44% | |
| Industrials | Other Marine Freight & Logistics | 5.08TCr | +53.35% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 656.87Cr | -11.27% | |
| Industrials | Other Air Freight & Logistics | 378.71Cr | -3.67% | |
| Industrials | Other Air Freight & Logistics | 620.9Cr | -3.92% | |
| Industrials | Other Air Freight & Logistics | 7.13TCr | +19.75% | |
| Industrials | Other Heavy Machinery & Vehicles | 457.45Cr | +25.40% | |
| Technology | Other Internet Services | 597.03Cr | -12.53% | |
| Technology | Enterprise Software | 25TCr | -10.70% | |
| Industrials | Other Marine Freight & Logistics | 1.88TCr | +45.21% | |
| Technology | Other Internet Services | 496.85Cr | -3.62% | |
| - | - | 7.64TCr | - | |
| Industrials | Integrated Logistics Operators | 137.09Cr | -16.01% | |
| Industrials | Other Heavy Machinery & Vehicles | 626.56Cr | -38.86% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 3.64TCr | -6.25% | |
| Technology | Other Internet Services | 522.69Cr | -14.29% | |
| Financials | Life Insurance | 4.37TCr | +51.86% | |
| Industrials | Other Business Support Services | 178.23Cr | -30.58% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 2.61TCr | +24.49% | |
| Technology | Enterprise Software | 42TCr | -26.42% | |
| Technology | E-commerce & Auction Services | 4.81TCr | +23.50% | |
| Technology | E-commerce & Auction Services | 668.94Cr | -31.03% | |
| Industrials | Other Air Freight & Logistics | 2.52TCr | +27.60% | |
| Consumer Cyclical | Gift, Novelty & Souvenir Stores | 103.94Cr | +26.70% | |
| Industrials | Other Ground Freight & Logistics | 924.77Cr | +24.12% | |
| Industrials | Other Air Freight & Logistics | 7.3TCr | +4.93% | |
| Industrials | Other Air Freight & Logistics | 28Cr | -40.44% | |
| Technology | Other Computer Hardware | 2.1TCr | +77.19% | |
| Technology | Search Engines | 2.26TCr | -16.91% | |
| Consumer Cyclical | Travel Agents | 13TCr | -19.09% | |
| Technology | E-commerce & Auction Services | 27TCr | -26.23% | |
| Industrials | Integrated Logistics Operators | 4.63TCr | -22.54% | |
| Consumer Cyclical | Travel Agents | 3.52TCr | +2.93% | |
| Consumer Cyclical | Travel Agents | 2.47TCr | -43.93% | |
| Industrials | Transaction & Payment Services | 4.6TCr | -8.34% | |
| Technology | Other Internet Services | 1.12TCr | -44.26% | |
| Industrials | Integrated Logistics Operators | 104.95Cr | -24.95% | |
| Technology | Other Internet Services | 1.03TCr | -28.81% | |
| Consumer Non-Cyclical | Other Drug Retailers | 123.89Cr | -18.28% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 1.42TCr | +5.23% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 2,68000Cr | +7.48% | |
| Technology | E-commerce & Auction Services | 11TCr | -31.27% | |
| Industrials | Commercial Equipment | 541.64Cr | +30.31% | |
| Technology | Financial Technology (Fintech) (NEC) | 2.43TCr | -2.46% | |
| Consumer Cyclical | Used Car Dealers | 4.82TCr | -20.69% | |
| Technology | Other Internet Services | 9.92TCr | +25.09% | |
| Financials | Other Consumer Lending | 38Cr | -49.77% | |
| Technology | Enterprise Software | 682.74Cr | -7.86% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 30Cr | -28.93% | |
| Technology | E-commerce & Auction Services | 17TCr | -17.62% | |
| Technology | Other Internet Services | 15TCr | -12.75% | |
| Consumer Cyclical | Pet & Pet Supplies Retailers | 851.68Cr | -35.25% | |
| Consumer Cyclical | Travel Agents | 91Cr | -10.07% | |
| Technology | Other IT Services & Consulting | 1.22TCr | +20.63% | |
| Technology | Enterprise Software | 295.18Cr | -8.63% | |
| Technology | Other Electronic Equipment & Parts | 1.62TCr | +42.84% | |
| Technology | Other IT Services & Consulting | 1.3TCr | -18.05% | |
| Technology | Other Software | 6.29TCr | -18.15% | |
| Technology | E-commerce & Auction Services | 9.27TCr | -9.95% | |
| Technology | Other Internet Services | 16Cr | +3.95% | |
| Technology | Other Internet Services | 1.28TCr | -53.78% | |
| Technology | Other Software | 30Cr | -14.68% | |
| Technology | Cloud Computing Services | 12TCr | +67.71% | |
| Technology | E-commerce & Auction Services | 5.88TCr | -27.93% | |
| Industrials | Other Ground Freight & Logistics | 92Cr | +46.52% | |
| Industrials | Freight Logistics | 240.82Cr | -21.90% | |
| Industrials | Taxi & Limousine | 1.59TCr | -32.01% | |
| Industrials | Other Ground Freight & Logistics | 2.09TCr | +26.57% | |
| Consumer Non-Cyclical | Other Drug Retailers | 62Cr | +70.76% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 679.18Cr | - | |
| Technology | Other Internet Services | 605.3Cr | -15.04% | |
| Technology | E-commerce & Auction Services | 32Cr | -37.64% | |
| Consumer Cyclical | Other Apparel & Accessories Retailers | 51Cr | +3.94% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 67Cr | +48.85% | |
| Technology | Other Internet Services | 345.59Cr | -21.24% | |
| Consumer Cyclical | Other Home Furnishings Retailers | 37Cr | -67.98% | |
| Technology | E-commerce & Auction Services | 33Cr | -54.02% | |
| Consumer Cyclical | Travel Agents | 105.6Cr | -38.29% | |
| Consumer Cyclical | Internet & Mail Order Department Stores | 232.27Cr | -9.75% | |
| Financials | Insurance Brokers | 2.85Cr | -80.63% | |
| Technology | Other Internet Services | 1.29TCr | +61.58% | |
| Consumer Cyclical | Internet & Mail Order Discount Stores | 76Cr | +10.16% | |
| Technology | Other Internet Services | 20Cr | -60.87% | |
| Industrials | Data Processing Services | 5.68TCr | +160.22% | |
| Technology | E-commerce & Auction Services | 28Cr | -48.89% | |
| Consumer Cyclical | Other Home Furnishings | 1.24Cr | -84.19% | |
| Consumer Cyclical | Optical Goods Stores | 4.44Cr | -10.76% | |
| Consumer Non-Cyclical | Other Food Retail & Distribution | 45Cr | -56.04% | |
| Technology | Other Internet Services | 91Cr | -40.19% | |
| Consumer Non-Cyclical | Retail - Drugs without Grocery | 3.41Cr | -50.00% | |
| Consumer Cyclical | Used Car Dealers | 24Cr | -67.06% | |
| Technology | Other Internet Services | 18Cr | -74.29% | |
| - | - | 67Cr | - | |
| - | - | 80Cr | - | |
| Industrials | Testing & Measuring Equipment | 5.2Cr | -15.25% | |
| Technology | Other Software | 72.61L | -60.38% | |
| Industrials | Air Freight | 35Cr | -2.12% | |
News of the components
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